Lake Oswego, ORCIK 20416784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Etfs Gold Tr | 1.01M | $41.63M | 12.5% | −1.7K | Reduced |
| 2 | Schwab Strategic Tr | 1.19M | $32.11M | 9.7% | +1.6K | Added |
| 3 | Schwab Strategic Tr | 1.14M | $27.32M | 8.2% | +33.5K | Added |
| 4 | Schwab Strategic Tr |
| 694.8K |
| $17.43M |
| 5.2% |
| +30.4K |
| Added |
| 5 | Spdr Series Trust | 189.4K | $17.23M | 5.2% | +5.4K | Added |
| 6 | Schwab Strategic Tr | 515.0K | $16.87M | 5.1% | +23.9K | Added |
| 7 | Schwab Strategic Tr | 592.2K | $14.43M | 4.3% | +20.0K | Added |
| 8 | Schwab Strategic Tr | 641.1K | $13.39M | 4.0% | +16.1K | Added |
| 9 | Dimensional ETF Trust | 275.5K | $10.50M | 3.2% | −4.3K | Reduced |
| 10 | Ishares Tr | 97.2K | $9.95M | 3.0% | +3.1K | Added |
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