BEAVERTON, OR
Allocation by class
Portfolio Concentration
Top 3 weight
63.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 403.14K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
403.14K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.49K | SH | $43.08M 50.87% | 0.00 | 0.00 | 128.49K |
ISHARES TRSOLE | CORE S&P SCP ETF | 49.50K | SH | $5.95M 7.02% | 0.00 | 0.00 | 49.50K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 34.64K | SH | $4.99M 5.89% | 0.00 | 0.00 | 34.64K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 14.24K | SH | $3.51M 4.14% | 0.00 | 0.00 | 14.24K |
APPLE INCSOLE | COM | 12.85K | SH | $3.49M 4.12% | 0.00 | 0.00 | 12.85K |
MICROSOFT CORPSOLE | COM | 5.80K | SH | $2.81M 3.31% | 0.00 | 0.00 | 5.80K |
NIKE INCSOLE | CL B | 39.62K | SH | $2.52M 2.98% | 0.00 | 0.00 | 39.62K |
ELI LILLY & COSOLE | COM | 2.17K | SH | $2.34M 2.76% | 0.00 | 0.00 | 2.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.33K | SH | $2.17M 2.57% | 0.00 | 0.00 | 4.33K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 11.02K | SH | $1.71M 2.02% | 0.00 | 0.00 | 11.02K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 12.51K | SH | $1.47M 1.74% | 0.00 | 0.00 | 12.51K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 11.81K | SH | $1.41M 1.66% | 0.00 | 0.00 | 11.81K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 25.67K | SH | $1.41M 1.66% | 0.00 | 0.00 | 25.67K |
ISHARES TRSOLE | IBOXX INV CP ETF | 8.99K | SH | $991.0K 1.17% | 0.00 | 0.00 | 8.99K |
AMAZON COM INCSOLE | COM | 3.96K | SH | $913.4K 1.08% | 0.00 | 0.00 | 3.96K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 3.87K | SH | $740.4K 0.87% | 0.00 | 0.00 | 3.87K |
JPMORGAN CHASE & CO.SOLE | COM | 2.14K | SH | $689.6K 0.81% | 0.00 | 0.00 | 2.14K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $664.1K 0.78% | 0.00 | 0.00 | 2.12K |
META PLATFORMS INCSOLE | CL A | 756.00 | SH | $499.0K 0.59% | 0.00 | 0.00 | 756.00 |
LULULEMON ATHLETICA INCSOLE | COM | 2.10K | SH | $435.6K 0.51% | 0.00 | 0.00 | 2.10K |
CATERPILLAR INCSOLE | COM | 692.00 | SH | $396.4K 0.47% | 0.00 | 0.00 | 692.00 |
AMGEN INCSOLE | COM | 1.16K | SH | $379.7K 0.45% | 0.00 | 0.00 | 1.16K |
DELL TECHNOLOGIES INCSOLE | CL C | 2.85K | SH | $359.4K 0.42% | 0.00 | 0.00 | 2.85K |
INTEL CORPSOLE | COM | 7.21K | SH | $266.0K 0.31% | 0.00 | 0.00 | 7.21K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 2.29K | SH | $229.6K 0.27% | 0.00 | 0.00 | 2.29K |