Medford, ORCIK 18942064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.50M | $40.46M | 15.7% | +1.35M | Added |
| 2 | Vanguard Scottsdale Fds | 481.7K | $38.41M | 14.9% | +368.4K | Added |
| 3 | Vanguard Specialized Funds | 171.7K | $37.74M | 14.7% | +20.8K | Added |
| 4 | Wisdomtree Tr |
| 267.7K |
| $23.58M |
| 9.2% |
| +201.8K |
| Added |
| 5 | Schwab Strategic Tr | 823.0K | $23.44M | 9.1% | +661.5K | Added |
| 6 | Vanguard Index Fds | 73.0K | $21.19M | 8.2% | −32.2K | Reduced |
| 7 | Vanguard Star Fds | 264.0K | $19.92M | 7.7% | +55.8K | Added |
| 8 | Vanguard Malvern Fds | 192.3K | $9.51M | 3.7% | +157.5K | Added |
| 9 | Schwab Strategic Tr | 256.0K | $8.35M | 3.2% | +256.0K | New |
| 10 | Vanguard Index Fds | 91.2K | $8.07M | 3.1% | +52.8K | Added |
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