Beaverton, ORCIK 19742775 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.12M | $44.48M | 24.9% | +36.4K | Added |
| 2 | Dimensional ETF Trust | 495.7K | $16.23M | 9.1% | +18.6K | Added |
| 3 | Vanguard Scottsdale Fds | 239.1K | $14.33M | 8.0% | +6.4K | Added |
| 4 | Vanguard World Fd |
| 157.3K |
| $10.23M |
| 5.7% |
| +2.6K |
| Added |
| 5 | Dimensional ETF Trust | 281.6K | $9.70M | 5.4% | +924 | Added |
| 6 | Vanguard Whitehall Fds | 129.5K | $8.73M | 4.9% | +3.5K | Added |
| 7 | Vanguard Malvern Fds | 158.6K | $7.85M | 4.4% | −16 | Reduced |
| 8 | Dimensional ETF Trust | 293.3K | $7.75M | 4.3% | +21.8K | Added |
| 9 | Ishares Tr | 180.8K | $7.53M | 4.2% | +7.8K | Added |
| 10 | Dimensional ETF Trust | 178.4K | $5.90M | 3.3% | +465 | Added |
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