Portland, ORCIK 19069374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 593.8K | $44.0K | 19.9% | +8.5K | Added |
| 2 | Vanguard Charlotte Fds | 502.7K | $24.3K | 11.0% | +10.3K | Added |
| 3 | Vanguard Bd Index Fds | 210.2K | $16.6K | 7.5% | +1.2K | Added |
| 4 | Dimensional ETF Trust |
| 400.4K |
| $15.9K |
| 7.2% |
| +2.5K |
| Added |
| 5 | Dimensional ETF Trust | 438.7K | $14.4K | 6.5% | −18.7K | Reduced |
| 6 | Vanguard Index Fds | 32.9K | $11.0K | 5.0% | −182 | Reduced |
| 7 | Vanguard Mun Bd Fds | 198.8K | $10.0K | 4.5% | +5.7K | Added |
| 8 | Vanguard Admiral Fds Inc | 89.0K | $8.7K | 3.9% | −384 | Reduced |
| 9 | Vanguard Bd Index Fds | 86.4K | $6.7K | 3.0% | +5.7K | Added |
| 10 | Vanguard Index Fds | 75.5K | $6.7K | 3.0% | +836 | Added |
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