BEAVERTON, OR
Allocation by class
Portfolio Concentration
Top 3 weight
15.7%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 115.58K | SH | $10.46M 6.13% | 0.00 | 0.00 | 115.58K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.37K | SH | $9.18M 5.38% | 0.00 | 0.00 | 15.37K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 16.26K | SH | $7.10M 4.16% | 0.00 | 0.00 | 16.26K |
ISHARES INCSOLE | CORE MSCI EMKT | 87.43K | SH | $6.10M 3.57% | 0.00 | 0.00 | 87.43K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.30K | SH | $6.05M 3.54% | 0.00 | 0.00 | 9.30K |
ISHARES TRSOLE | CORE S&P US VLU | 58.23K | SH | $5.95M 3.49% | 0.00 | 0.00 | 58.23K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.87K | SH | $5.80M 3.40% | 0.00 | 0.00 | 8.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 28.80K | SH | $5.65M 3.31% | 0.00 | 0.00 | 28.80K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 119.30K | SH | $4.75M 2.78% | 0.00 | 0.00 | 119.30K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 24.43K | SH | $4.69M 2.75% | 0.00 | 0.00 | 24.43K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 46.05K | SH | $4.31M 2.53% | 0.00 | 0.00 | 46.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.45K | SH | $4.30M 2.52% | 0.00 | 0.00 | 7.45K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 78.54K | SH | $4.25M 2.49% | 0.00 | 0.00 | 78.54K |
BROADCOM INCSOLE | COM | 12.20K | SH | $3.77M 2.21% | 0.00 | 0.00 | 12.20K |
ISHARES TRSOLE | MSCI EAFE ETF | 36.11K | SH | $3.51M 2.05% | 0.00 | 0.00 | 36.11K |
ISHARES TRSOLE | GLOBAL TECH ETF | 34.79K | SH | $3.48M 2.04% | 0.00 | 0.00 | 34.79K |
ISHARES TRSOLE | CORE MSCI INTL | 39.32K | SH | $3.29M 1.92% | 0.00 | 0.00 | 39.32K |
ISHARES TRSOLE | MSCI USA MIN VOL | 34.23K | SH | $3.17M 1.86% | 0.00 | 0.00 | 34.23K |
APPLE INCSOLE | COM | 11.71K | SH | $2.97M 1.74% | 0.00 | 0.00 | 11.71K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 106.44K | SH | $2.64M 1.54% | 0.00 | 0.00 | 106.44K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 41.83K | SH | $2.51M 1.47% | 0.00 | 0.00 | 41.83K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.26K | SH | $2.37M 1.39% | 0.00 | 0.00 | 8.26K |
JPMORGAN CHASE & COSOLE | COM | 7.63K | SH | $2.25M 1.32% | 0.00 | 0.00 | 7.63K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.91K | SH | $2.13M 1.25% | 0.00 | 0.00 | 9.91K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.80K | SH | $2.07M 1.21% | 0.00 | 0.00 | 42.80K |