LAKE OSWEGO, OR
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Full voting authority
2.30M
shares
Joint voting authority
0.00
shares
No voting authority
67.34K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES INCDFND | MSCI EMRG CHN | 227.71K | SH | $17.91M 5.11% | 227.71K | 0.00 | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 233.14K | SH | $16.26M 4.64% | 233.14K | 0.00 | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 174.78K | SH | $15.82M 4.52% | 174.78K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 42.12K | SH | $15.59M 4.45% | 42.12K | 0.00 | 0.00 |
APPLE INCDFND | COM | 57.49K | SH | $14.59M 4.16% | 57.49K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 43.17K | SH | $12.42M 3.54% | 43.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 68.14K | SH | $11.88M 3.39% | 68.14K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 16.02K | SH | $10.46M 2.99% | 16.02K | 0.00 | 0.00 |
ISHARES TROTR | 3 7 YR TREAS BD | 80.02K | SH | $9.49M 2.71% | 80.02K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 44.18K | SH | $9.20M 2.63% | 44.18K | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 37.07K | SH | $7.92M 2.26% | 37.07K | 0.00 | 0.00 |
ISHARES TRDFND | 7-10 YR TRSY BD | 66.69K | SH | $6.37M 1.82% | 66.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 21.20K | SH | $6.24M 1.78% | 21.20K | 0.00 | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 57.56K | SH | $5.71M 1.63% | 57.56K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 19.68K | SH | $4.81M 1.37% | 18.08K | 0.00 | 1.60K |
CHEVRON CORPORATIONDFND | COM | 22.86K | SH | $4.73M 1.35% | 21.66K | 0.00 | 1.20K |
ISHARES TRSOLE | CALIF MUN BD ETF | 81.43K | SH | $4.63M 1.32% | 81.43K | 0.00 | 0.00 |
CATERPILLAR INCDFND | COM | 6.24K | SH | $4.42M 1.26% | 6.24K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 4.74K | SH | $4.36M 1.24% | 4.74K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 35.44K | SH | $4.29M 1.23% | 35.44K | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 3.25K | SH | $4.29M 1.22% | 3.25K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 4.15K | SH | $4.13M 1.18% | 4.15K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPDFND | COM | 4.57K | SH | $4.09M 1.17% | 4.57K | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 72.25K | SH | $3.52M 1.01% | 72.25K | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 3.58K | SH | $3.44M 0.98% | 3.58K | 0.00 | 0.00 |