CORVALLIS, OR
Allocation by class
Portfolio Concentration
Top 3 weight
45.0%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 75.47K | SH | $24.21M 19.76% | 0.00 | 0.00 | 75.47K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 480.38K | SH | $16.83M 13.74% | 0.00 | 0.00 | 480.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 220.75K | SH | $14.15M 11.55% | 0.00 | 0.00 | 220.75K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 444.17K | SH | $11.06M 9.03% | 0.00 | 0.00 | 444.17K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 237.38K | SH | $8.20M 6.69% | 0.00 | 0.00 | 237.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 151.14K | SH | $5.96M 4.87% | 0.00 | 0.00 | 151.14K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 178.25K | SH | $4.74M 3.87% | 0.00 | 0.00 | 178.25K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 111.06K | SH | $4.01M 3.27% | 0.00 | 0.00 | 111.06K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 129.80K | SH | $3.25M 2.66% | 0.00 | 0.00 | 129.80K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 71.28K | SH | $3.21M 2.62% | 0.00 | 0.00 | 71.28K |
APPLE INCSOLE | COM | 11.45K | SH | $2.91M 2.37% | 0.00 | 0.00 | 11.45K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 25.98K | SH | $2.15M 1.76% | 0.00 | 0.00 | 25.98K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 58K | SH | $2.13M 1.74% | 0.00 | 0.00 | 58K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 39.19K | SH | $2.05M 1.67% | 0.00 | 0.00 | 39.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.31K | SH | $1.64M 1.34% | 0.00 | 0.00 | 57.31K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 18.15K | SH | $1.44M 1.17% | 0.00 | 0.00 | 18.15K |
MICROSOFT CORPSOLE | COM | 3.53K | SH | $1.31M 1.07% | 0.00 | 0.00 | 3.53K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 15.49K | SH | $1.10M 0.90% | 0.00 | 0.00 | 15.49K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 13.51K | SH | $1.09M 0.89% | 0.00 | 0.00 | 13.51K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 14.74K | SH | $926.1K 0.76% | 0.00 | 0.00 | 14.74K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 6.90K | SH | $689.0K 0.56% | 0.00 | 0.00 | 6.90K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 675.00 | SH | $672.8K 0.55% | 0.00 | 0.00 | 675.00 |
NIKE INCSOLE | CL B | 12.56K | SH | $663.5K 0.54% | 0.00 | 0.00 | 12.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.02K | SH | $648.9K 0.53% | 0.00 | 0.00 | 3.02K |
ALPHABET INCSOLE | CAP STK CL C | 1.99K | SH | $570.0K 0.47% | 0.00 | 0.00 | 1.99K |