Beaverton, ORCIK 18495184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 114.7K | $10.26M | 5.9% | −591 | Reduced |
| 2 | Vanguard Index Fds | 15.2K | $9.55M | 5.5% | −172 | Reduced |
| 3 | Vanguard Index Fds | 16.0K | $7.79M | 4.5% | −311 | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 9.4K |
| $6.41M |
| 3.7% |
| −87 |
| Reduced |
| 5 | Ishares Tr | 8.9K | $6.07M | 3.5% | 0 | Held |
| 6 | Ishares Tr | 57.8K | $5.92M | 3.4% | −453 | Reduced |
| 7 | Ishares Inc | 85.4K | $5.74M | 3.3% | −104 | Reduced |
| 8 | Vanguard Index Fds | 28.9K | $5.52M | 3.2% | −772 | Reduced |
| 9 | Invesco Exchange Traded Fd T | 24.6K | $4.70M | 2.7% | −142 | Reduced |
| 10 | Invesco Qqq Tr | 7.6K | $4.65M | 2.7% | −106 | Reduced |
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