Lake Oswego, ORCIK 17675134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
95 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 317.1K | $198.85M | 28.1% | +9.8K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.25M | $77.83M | 11.0% | +35.0K | Added |
| 3 | Ishares Tr | 582.1K | $38.42M | 5.4% | +24.1K | Added |
| 4 | Vanguard Bd Index Fds |
| 469.1K |
| $36.97M |
| 5.2% |
| +23.0K |
| Added |
| 5 | Vanguard Whitehall Fds | 246.5K | $35.37M | 5.0% | +187 | Added |
| 6 | Vanguard Specialized Funds | 157.6K | $34.63M | 4.9% | −2.9K | Reduced |
| 7 | Vanguard Charlotte Fds | 632.6K | $30.57M | 4.3% | +27.5K | Added |
| 8 | Ishares Tr | 39.4K | $27.00M | 3.8% | −431 | Reduced |
| 9 | Vanguard Bd Index Fds | 262.1K | $20.41M | 2.9% | +12.0K | Added |
| 10 | Ishares Tr | 168.0K | $20.19M | 2.9% | +7.4K | Added |
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