LAKE OSWEGO, OR
Allocation by class
Portfolio Concentration
Top 3 weight
27.9%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 354.68K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
354.68K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROCTER AND GAMBLE COSOLE | COM | 29.03K | SH | $4.16M 18.03% | 0.00 | 0.00 | 29.03K |
MICROSOFT CORPSOLE | COM | 3.06K | SH | $1.48M 6.42% | 0.00 | 0.00 | 3.06K |
ISHARES TRSOLE | EAFE VALUE ETF | 11.04K | SH | $788.7K 3.42% | 0.00 | 0.00 | 11.04K |
ISHARES TRSOLE | MSCI USA QLT FCT | 3.84K | SH | $761.9K 3.30% | 0.00 | 0.00 | 3.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 22.67K | SH | $739.4K 3.20% | 0.00 | 0.00 | 22.67K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 9.29K | SH | $695.5K 3.01% | 0.00 | 0.00 | 9.29K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 26.82K | SH | $672.6K 2.92% | 0.00 | 0.00 | 26.82K |
ISHARES TRSOLE | MBS ETF | 7.03K | SH | $669.1K 2.90% | 0.00 | 0.00 | 7.03K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 10.79K | SH | $655.8K 2.84% | 0.00 | 0.00 | 10.79K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 23.88K | SH | $642.5K 2.78% | 0.00 | 0.00 | 23.88K |
ISHARES TRSOLE | CORE S&P MCP ETF | 8.57K | SH | $565.5K 2.45% | 0.00 | 0.00 | 8.57K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 12.19K | SH | $563.6K 2.44% | 0.00 | 0.00 | 12.19K |
ISHARES TRSOLE | CORE US AGGBD ET | 4.73K | SH | $472.0K 2.05% | 0.00 | 0.00 | 4.73K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 8.60K | SH | $453.9K 1.97% | 0.00 | 0.00 | 8.60K |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.83K | SH | $421.9K 1.83% | 0.00 | 0.00 | 2.83K |
SCHWAB STRATEGIC TRSOLE | LONG TERM US | 13.27K | SH | $420.5K 1.82% | 0.00 | 0.00 | 13.27K |
ISHARES INCSOLE | CORE MSCI EMKT | 5.59K | SH | $375.5K 1.63% | 0.00 | 0.00 | 5.59K |
META PLATFORMS INCSOLE | CL A | 550.00 | SH | $363.1K 1.57% | 0.00 | 0.00 | 550.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 6.95K | SH | $335.9K 1.46% | 0.00 | 0.00 | 6.95K |
UBER TECHNOLOGIES INCSOLE | COM | 4.02K | SH | $328.6K 1.42% | 0.00 | 0.00 | 4.02K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 12.62K | SH | $317.6K 1.38% | 0.00 | 0.00 | 12.62K |
ISHARES TRSOLE | U.S. TECH ETF | 1.39K | SH | $277.4K 1.20% | 0.00 | 0.00 | 1.39K |
AMGEN INCSOLE | COM | 800.00 | SH | $261.8K 1.13% | 0.00 | 0.00 | 800.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 3.29K | SH | $253.7K 1.10% | 0.00 | 0.00 | 3.29K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 3.42K | SH | $244.4K 1.06% | 0.00 | 0.00 | 3.42K |