Portland, MECIK 18757684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 779.0K | $62.49M | 19.3% | +17.1K | Added |
| 2 | Dimensional ETF Trust | 859.0K | $46.44M | 14.4% | +51.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 593.4K | $37.07M | 11.5% | +13.6K | Added |
| 4 | Ishares Tr |
| 290.3K |
| $14.52M |
| 4.5% |
| +17.2K |
| Added |
| 5 | Vanguard World Fd | 16.4K | $12.34M | 3.8% | +89 | Added |
| 6 | Vanguard Intl Equity Index F | 215.5K | $11.59M | 3.6% | +6.8K | Added |
| 7 | J P Morgan Exchange Traded F | 101.4K | $9.41M | 2.9% | +4.5K | Added |
| 8 | Ishares Tr | 84.7K | $8.67M | 2.7% | +3.7K | Added |
| 9 | Dimensional ETF Trust | 236.8K | $8.16M | 2.5% | +4.6K | Added |
| 10 | Vanguard World Fd | 45.2K | $6.03M | 1.9% | +1.6K | Added |
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