Portland, ORCIK 18309424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 523.5K | $32.70M | 13.7% | +20.6K | Added |
| 2 | Vanguard Scottsdale Fds | 468.6K | $27.52M | 11.5% | −10.1K | Reduced |
| 3 | Vanguard Index Fds | 80.3K | $26.92M | 11.3% | +1.3K | Added |
| 4 | Vanguard Intl Equity Index F |
| 299.1K |
| $16.08M |
| 6.7% |
| +16.6K |
| Added |
| 5 | Vanguard Scottsdale Fds | 171.3K | $14.34M | 6.0% | −3.0K | Reduced |
| 6 | Vanguard Scottsdale Fds | 178.1K | $14.20M | 6.0% | −4.9K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 17.2K | $11.73M | 4.9% | −1.2K | Reduced |
| 8 | Vanguard Index Fds | 131.9K | $11.67M | 4.9% | +8.5K | Added |
| 9 | Invesco Db Commdy Indx Trck | 443.0K | $9.91M | 4.2% | −5.9K | Reduced |
| 10 | Dimensional ETF Trust | 148.9K | $7.43M | 3.1% | −14.4K | Reduced |
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