LAKE OSWEGO, OR
Allocation by class
Portfolio Concentration
Top 3 weight
44.4%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 6.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 317.96K | SH | $190.00M 27.67% | 0.00 | 0.00 | 317.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.21M | SH | $77.43M 11.28% | 0.00 | 0.00 | 1.21M |
ISHARES TRSOLE | CORE S&P MCP ETF | 551.57K | SH | $37.25M 5.43% | 0.00 | 0.00 | 551.57K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 247.92K | SH | $36.72M 5.35% | 0.00 | 0.00 | 247.92K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 449.43K | SH | $35.24M 5.13% | 0.00 | 0.00 | 449.43K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 160.82K | SH | $34.59M 5.04% | 0.00 | 0.00 | 160.82K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 627.22K | SH | $30.14M 4.39% | 0.00 | 0.00 | 627.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 38.92K | SH | $25.42M 3.70% | 0.00 | 0.00 | 38.92K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 253.41K | SH | $19.56M 2.85% | 0.00 | 0.00 | 253.41K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 325.46K | SH | $19.05M 2.78% | 0.00 | 0.00 | 325.46K |
ISHARES TRSOLE | CORE S&P SCP ETF | 150.87K | SH | $18.75M 2.73% | 0.00 | 0.00 | 150.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 339.38K | SH | $18.34M 2.67% | 0.00 | 0.00 | 339.38K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 151.47K | SH | $17.01M 2.48% | 0.00 | 0.00 | 151.47K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 158.58K | SH | $14.94M 2.18% | 0.00 | 0.00 | 158.58K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 136.53K | SH | $12.08M 1.76% | 0.00 | 0.00 | 136.53K |
BROADCOM INCSOLE | COM | 24.89K | SH | $7.70M 1.12% | 0.00 | 0.00 | 24.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.89K | SH | $7.02M 1.02% | 0.00 | 0.00 | 21.89K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 23.19K | SH | $6.93M 1.01% | 0.00 | 0.00 | 23.19K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 79.38K | SH | $5.69M 0.83% | 0.00 | 0.00 | 79.38K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 73.36K | SH | $5.40M 0.79% | 0.00 | 0.00 | 73.36K |
APPLE INCSOLE | COM | 17.20K | SH | $4.37M 0.64% | 0.00 | 0.00 | 17.20K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 48.16K | SH | $4.27M 0.62% | 0.00 | 0.00 | 48.16K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 64.26K | SH | $4.04M 0.59% | 0.00 | 0.00 | 64.26K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 54.86K | SH | $3.27M 0.48% | 0.00 | 0.00 | 54.86K |
MICROSOFT CORPSOLE | COM | 8.48K | SH | $3.14M 0.46% | 0.00 | 0.00 | 8.48K |