Lake Oswego, ORCIK 19277054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 210.3K | $31.27M | 11.0% | +7.6K | Added |
| 2 | Affiliated Managers Group In | 88.7K | $25.58M | 9.0% | +88.7K | New |
| 3 | Ishares Tr | 259.2K | $21.38M | 7.5% | +12.3K | Added |
| 4 | Dimensional ETF Trust |
| 399.2K |
| $15.81M |
| 5.6% |
| −8.9K |
| Reduced |
| 5 | Vanguard Tax-Managed Fds | 235.2K | $14.69M | 5.2% | −12.1K | Reduced |
| 6 | Vanguard Scottsdale Fds | 231.2K | $13.86M | 4.9% | +28.3K | Added |
| 7 | American Centy ETF Tr | 138.3K | $13.00M | 4.6% | +4.8K | Added |
| 8 | Dimensional ETF Trust | 381.5K | $12.62M | 4.4% | +16.4K | Added |
| 9 | Vanguard Index Fds | 35.6K | $11.94M | 4.2% | −2.0K | Reduced |
| 10 | Dimensional ETF Trust | 199.3K | $7.57M | 2.7% | −9.3K | Reduced |
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