WEST LINN, OR
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Full voting authority
4.58M
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 |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US QUALITY GROW | 303.58K | SH | $20.85M 6.06% | 303.58K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 185.54K | SH | $19.61M 5.70% | 185.54K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 241.20K | SH | $17.03M 4.95% | 241.20K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 317.64K | SH | $16.01M 4.65% | 317.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.59K | SH | $14.24M 4.14% | 18.59K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | SMIT UNCO BD ETF | 532.13K | SH | $12.64M 3.67% | 532.13K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 157.16K | SH | $10.88M 3.16% | 157.16K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.11K | SH | $10.76M 3.13% | 14.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 28.75K | SH | $9.58M 2.78% | 28.75K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 100K | SH | $8.22M 2.39% | 100K | 0.00 | 0.00 |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 205.82K | SH | $7.81M 2.27% | 205.82K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 84.97K | SH | $7.63M 2.22% | 84.97K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 31.75K | SH | $7.06M 2.05% | 31.75K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 148.16K | SH | $6.65M 1.93% | 148.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.36K | SH | $6.34M 1.84% | 12.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.37K | SH | $6.02M 1.75% | 26.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUND EM EQUI ETF | 140.56K | SH | $5.89M 1.71% | 140.56K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 52.73K | SH | $5.13M 1.49% | 52.73K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.63K | SH | $5.12M 1.49% | 5.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 37.32K | SH | $5.08M 1.48% | 37.32K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.18K | SH | $5.03M 1.46% | 7.18K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 32.26K | SH | $5.01M 1.46% | 32.26K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 38.57K | SH | $4.83M 1.40% | 38.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.84K | SH | $4.69M 1.36% | 18.84K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 86.11K | SH | $4.12M 1.20% | 86.11K | 0.00 | 0.00 |