Lake Oswego, ORCIK 20551344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 100.4K | $5.08M | 4.8% | −3.3K | Reduced |
| 2 | Bondbloxx ETF Trust | 87.4K | $4.39M | 4.1% | +34.8K | Added |
| 3 | Vanguard World Fd | 32.8K | $4.38M | 4.1% | −50 | Reduced |
| 4 | Schwab Strategic Tr |
| 169.1K |
| $4.24M |
| 4.0% |
| −10.3K |
| Reduced |
| 5 | Bondbloxx ETF Trust | 82.0K | $4.06M | 3.8% | +32.9K | Added |
| 6 | Schwab Strategic Tr | 147.6K | $3.55M | 3.3% | +4.7K | Added |
| 7 | Schwab Strategic Tr | 117.2K | $3.21M | 3.0% | +30.1K | Added |
| 8 | Goldman Sachs ETF Tr | 31.7K | $3.17M | 3.0% | +250 | Added |
| 9 | Schwab Strategic Tr | 130.3K | $3.04M | 2.9% | −7.0K | Reduced |
| 10 | Schwab Strategic Tr | 88.6K | $2.90M | 2.7% | +6.6K | Added |
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