PORTLAND, OR
Allocation by class
Portfolio Concentration
Top 3 weight
36.3%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 538.28K | SH | $38.35M 13.81% | 0.00 | 0.00 | 538.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 84.91K | SH | $31.42M 11.32% | 0.00 | 0.00 | 84.91K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 532.24K | SH | $30.98M 11.16% | 0.00 | 0.00 | 532.24K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 320.53K | SH | $19.13M 6.89% | 0.00 | 0.00 | 320.53K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 188.92K | SH | $15.61M 5.62% | 0.00 | 0.00 | 188.92K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 194.85K | SH | $15.40M 5.55% | 0.00 | 0.00 | 194.85K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 145.78K | SH | $14.06M 5.06% | 0.00 | 0.00 | 145.78K |
INVESCO DB COMMDY INDX TRCKSOLE | UNIT | 418.90K | SH | $11.17M 4.02% | 0.00 | 0.00 | 418.90K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.74K | SH | $11.01M 3.97% | 0.00 | 0.00 | 14.74K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 208.99K | SH | $8.92M 3.21% | 0.00 | 0.00 | 208.99K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 219.11K | SH | $8.66M 3.12% | 0.00 | 0.00 | 219.11K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 97.48K | SH | $8.03M 2.89% | 0.00 | 0.00 | 97.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL VEC EQU ETF | 104.45K | SH | $7.31M 2.63% | 0.00 | 0.00 | 104.45K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 131.84K | SH | $7.12M 2.57% | 0.00 | 0.00 | 131.84K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 208.62K | SH | $6.04M 2.18% | 0.00 | 0.00 | 208.62K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.40K | SH | $4.36M 1.57% | 0.00 | 0.00 | 14.40K |
INTEL CORPSOLE | COM | 30.89K | SH | $4.31M 1.55% | 0.00 | 0.00 | 30.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 45.48K | SH | $3.77M 1.36% | 0.00 | 0.00 | 45.48K |
ISHARES TRSOLE | TIPS BD ETF | 33.57K | SH | $3.67M 1.32% | 0.00 | 0.00 | 33.57K |
ISHARES TRSOLE | CORE MSCI INTL | 40.32K | SH | $3.59M 1.29% | 0.00 | 0.00 | 40.32K |
ALPHABET INCSOLE | CAP STK CL C | 7.22K | SH | $2.55M 0.92% | 0.00 | 0.00 | 7.22K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 53.61K | SH | $2.16M 0.78% | 0.00 | 0.00 | 53.61K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 41.54K | SH | $1.94M 0.70% | 0.00 | 0.00 | 41.54K |
ISHARES TRSOLE | U.S. REAL ES ETF | 18.86K | SH | $1.93M 0.69% | 0.00 | 0.00 | 18.86K |
DIMENSIONAL ETF TRUSTSOLE | EMER MARK SU ETF | 38.34K | SH | $1.87M 0.68% | 0.00 | 0.00 | 38.34K |