WEST LINN, OR
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 4.39M
Full voting authority
4.39M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 196.36K | SH | $18.99M 6.06% | 196.36K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 361.06K | SH | $18.18M 5.80% | 361.06K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QUALITY GROW | 294.80K | SH | $15.75M 5.03% | 294.80K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 233.74K | SH | $14.98M 4.78% | 233.74K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 567.08K | SH | $14.05M 4.48% | 567.08K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 19.84K | SH | $12.96M 4.14% | 19.84K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.43K | SH | $9.39M 2.99% | 14.43K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 144.56K | SH | $8.41M 2.68% | 144.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 30.11K | SH | $7.64M 2.44% | 30.11K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 99.97K | SH | $7.57M 2.42% | 99.97K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 151.36K | SH | $6.97M 2.22% | 151.36K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 79.64K | SH | $6.10M 1.94% | 79.64K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 149.51K | SH | $5.87M 1.87% | 149.51K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.64K | SH | $5.62M 1.79% | 5.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 44.72K | SH | $5.56M 1.77% | 44.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 136.96K | SH | $5.24M 1.67% | 136.96K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 56.42K | SH | $5.04M 1.61% | 56.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.55K | SH | $4.65M 1.48% | 12.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.39K | SH | $4.41M 1.41% | 7.39K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 86.70K | SH | $4.39M 1.40% | 86.70K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 10.03K | SH | $4.28M 1.36% | 10.03K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20.33K | SH | $4.23M 1.35% | 20.33K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 19.14K | SH | $3.67M 1.17% | 19.14K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 24.59K | SH | $3.64M 1.16% | 24.59K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 11.64K | SH | $3.42M 1.09% | 11.64K | 0.00 | 0.00 |