Lake Oswego, ORCIK 19619444 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 | World Gold Tr | 138.9K | $11.86M | 6.8% | +4.9K | Added |
| 2 | Spdr Series Trust | 326.4K | $10.48M | 6.0% | +45.5K | Added |
| 3 | Vanguard Index Fds | 43.4K | $9.08M | 5.2% | +625 | Added |
| 4 | Vanguard Intl Equity Index F |
| 114.2K |
| $8.40M |
| 4.8% |
| −805 |
| Reduced |
| 5 | Dimensional ETF Trust | 101.9K | $7.10M | 4.1% | −3.3K | Reduced |
| 6 | Dimensional ETF Trust | 181.7K | $6.90M | 4.0% | −3.4K | Reduced |
| 7 | Dimensional ETF Trust | 130.4K | $6.07M | 3.5% | +113 | Added |
| 8 | Dimensional ETF Trust | 202.5K | $5.35M | 3.1% | +57.9K | Added |
| 9 | Dimensional ETF Trust | 106.4K | $5.31M | 3.0% | −2.0K | Reduced |
| 10 | Vanguard Index Fds | 24.5K | $5.19M | 3.0% | 0 | Held |
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