Lake Oswego, ORCIK 19927854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
340 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.09M | $72.29M | 19.3% | +2.2K | Added |
| 2 | Schwab Strategic Tr | 1.62M | $44.57M | 11.9% | +30.2K | Added |
| 3 | Fidelity Covington Trust | 1.18M | $43.23M | 11.6% | +7.7K | Added |
| 4 | Ishares Tr |
| 338.3K |
| $41.70M |
| 11.2% |
| +2.5K |
| Added |
| 5 | Ishares Tr | 146.7K | $29.13M | 7.8% | −3.0K | Reduced |
| 6 | J P Morgan Exchange Traded F | 450.2K | $24.34M | 6.5% | +6.7K | Added |
| 7 | J P Morgan Exchange Traded F | 342.3K | $22.04M | 5.9% | +6.5K | Added |
| 8 | Ishares Tr | 330.3K | $21.80M | 5.8% | +3.6K | Added |
| 9 | Ishares Tr | 38.3K | $10.62M | 2.8% | +1.2K | Added |
| 10 | Ishares Tr | 206.4K | $9.90M | 2.6% | −6.3K | Reduced |
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