Lake Oswego, ORCIK 20529924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 57.0K | $39.07M | 24.0% | +257 | Added |
| 2 | Ishares Tr | 60.5K | $20.76M | 12.7% | −1.4K | Reduced |
| 3 | Capital Grp Fixed Incm ETF T | 751.2K | $19.92M | 12.2% | +115.2K | Added |
| 4 | Ishares Tr |
| 124.4K |
| $14.95M |
| 9.2% |
| +1.1K |
| Added |
| 5 | Ishares Tr | 201.1K | $13.27M | 8.1% | +5.4K | Added |
| 6 | Microsoft Corp | 17.4K | $8.43M | 5.2% | +70 | Added |
| 7 | Apple Inc | 20.8K | $5.67M | 3.5% | +1.3K | Added |
| 8 | Nvidia Corporation | 26.0K | $4.85M | 3.0% | +242 | Added |
| 9 | Ishares Tr | 35.5K | $3.56M | 2.2% | −3.0K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 3.9K | $2.67M | 1.6% | −29 | Reduced |
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