Lake Oswego, ORCIK 17304044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Procter And Gamble Co | 29.0K | $4.16M | 18.0% | −56 | Reduced |
| 2 | Microsoft Corp | 3.1K | $1.48M | 6.4% | −10.1K | Reduced |
| 3 | Ishares Tr | 11.0K | $788.7K | 3.4% | −53.2K | Reduced |
| 4 | Ishares Tr |
| 3.8K |
| $761.9K |
| 3.3% |
| −9.9K |
| Reduced |
| 5 | Schwab Strategic Tr | 22.7K | $739.4K | 3.2% | −3.9K | Reduced |
| 6 | J P Morgan Exchange Traded F | 9.3K | $695.5K | 3.0% | +961 | Added |
| 7 | Schwab Strategic Tr | 26.8K | $672.6K | 2.9% | −31.4K | Reduced |
| 8 | Ishares Tr | 7.0K | $669.1K | 2.9% | −13.2K | Reduced |
| 9 | Blackrock ETF Trust | 10.8K | $655.8K | 2.8% | −27.2K | Reduced |
| 10 | Schwab Strategic Tr | 23.9K | $642.5K | 2.8% | −287.8K | Reduced |
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