BEND, OR
Allocation by class
Portfolio Concentration
Top 3 weight
52.1%
Top 10 weight
92.1%
Voting Authority Distribution
Total shares with voting rights: 9.71M
Full voting authority
9.71M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 5.29M | SH | $135.75M 28.22% | 5.29M | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 1.14M | SH | $57.50M 11.95% | 1.14M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 632.47K | SH | $57.26M 11.90% | 632.47K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.64M | SH | $50.40M 10.48% | 1.64M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 173.41K | SH | $49.80M 10.35% | 173.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 136.50K | SH | $29.65M 6.16% | 136.50K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 250.59K | SH | $27.66M 5.75% | 250.59K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 208.07K | SH | $25.87M 5.38% | 208.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 53.29K | SH | $4.73M 0.98% | 53.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.25K | SH | $4.38M 0.91% | 17.25K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.68K | SH | $2.67M 0.55% | 2.68K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.52K | SH | $2.64M 0.55% | 5.52K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 3.65K | SH | $2.58M 0.54% | 3.65K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.49K | SH | $2.29M 0.48% | 2.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.32K | SH | $2.10M 0.44% | 7.32K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.38K | SH | $1.74M 0.36% | 8.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.49K | SH | $1.44M 0.30% | 4.49K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 6.94K | SH | $1.44M 0.30% | 6.94K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 2.28K | SH | $1.28M 0.27% | 2.28K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 4.35K | SH | $1.06M 0.22% | 4.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.64K | SH | $978.3K 0.20% | 2.64K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 1.65K | SH | $888.4K 0.18% | 1.65K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.33K | SH | $867.7K 0.18% | 1.33K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 1.24K | SH | $751.2K 0.16% | 1.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.24K | SH | $719.5K 0.15% | 4.24K | 0.00 | 0.00 |