Corvallis, ORCIK 20487744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 71.3K | $23.91M | 20.2% | +4.0K | Added |
| 2 | Dimensional ETF Trust | 453.4K | $14.91M | 12.6% | +49.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 212.9K | $13.30M | 11.3% | +15.7K | Added |
| 4 | Schwab Strategic Tr |
| 386.8K |
| $9.70M |
| 8.2% |
| +39.9K |
| Added |
| 5 | Dimensional ETF Trust | 224.0K | $7.41M | 6.3% | +25.3K | Added |
| 6 | Dimensional ETF Trust | 146.0K | $5.55M | 4.7% | +15.1K | Added |
| 7 | Dimensional ETF Trust | 171.2K | $4.52M | 3.8% | +23.8K | Added |
| 8 | Nushares ETF Tr | 111.5K | $4.04M | 3.4% | +1.7K | Added |
| 9 | Ishares Tr | 127.2K | $3.21M | 2.7% | +6.8K | Added |
| 10 | Nushares ETF Tr | 70.7K | $3.16M | 2.7% | +131 | Added |
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