Lake Oswego, ORCIK 17989864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
757 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 194.1K | $91.86M | 17.7% | −1.4K | Reduced |
| 2 | Ishares Tr | 402.6K | $84.67M | 16.3% | +1.6K | Added |
| 3 | Ishares Tr | 273.5K | $37.46M | 7.2% | +1.5K | Added |
| 4 | Ishares Tr |
| 254.0K |
| $35.83M |
| 6.9% |
| +1.7K |
| Added |
| 5 | Ishares Tr | 225.4K | $27.09M | 5.2% | +2.1K | Added |
| 6 | Invesco Qqq Tr | 40.5K | $24.88M | 4.8% | −225 | Reduced |
| 7 | Vanguard World Fd | 146.0K | $19.49M | 3.8% | +1.8K | Added |
| 8 | Spdr Series Trust | 638.2K | $19.27M | 3.7% | −41.8K | Reduced |
| 9 | Vanguard World Fd | 52.3K | $15.04M | 2.9% | +1.6K | Added |
| 10 | Schwab Strategic Tr | 627.6K | $14.67M | 2.8% | −18.1K | Reduced |
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