LAKE OSWEGO, OR
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 2.41M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.41M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 453.24K | SH | $11.62M 10.67% | 0.00 | 0.00 | 453.24K |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | ETF | 294.21K | SH | $7.33M 6.73% | 0.00 | 0.00 | 294.21K |
VANGUARD VALUE ETFSOLE | ETF | 37.11K | SH | $7.28M 6.69% | 0.00 | 0.00 | 37.11K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 236.42K | SH | $7.25M 6.66% | 0.00 | 0.00 | 236.42K |
MICROSOFT CORP COMSOLE | Stock | 15.11K | SH | $5.59M 5.13% | 0.00 | 0.00 | 15.11K |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 89.28K | SH | $5.19M 4.77% | 0.00 | 0.00 | 89.28K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | ETF | 181.28K | SH | $5.05M 4.64% | 0.00 | 0.00 | 181.28K |
ISHARES DYNAMIC EQUITY ACTIVE ETFSOLE | ETF | 172.61K | SH | $4.20M 3.85% | 0.00 | 0.00 | 172.61K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 38.10K | SH | $3.15M 2.89% | 0.00 | 0.00 | 38.10K |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 91.56K | SH | $3.07M 2.82% | 0.00 | 0.00 | 91.56K |
APPLE INC COMSOLE | Stock | 11.83K | SH | $3.00M 2.76% | 0.00 | 0.00 | 11.83K |
VANGUARD ULTRA-SHORT BOND ETFSOLE | ETF | 59.33K | SH | $2.95M 2.71% | 0.00 | 0.00 | 59.33K |
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETFSOLE | ETF | 59.51K | SH | $2.48M 2.28% | 0.00 | 0.00 | 59.51K |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | ETF | 28.45K | SH | $2.41M 2.22% | 0.00 | 0.00 | 28.45K |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFSOLE | ETF | 14.88K | SH | $2.41M 2.21% | 0.00 | 0.00 | 14.88K |
LAZARD INTERNATIONAL DYNAMIC EQUITY ETFSOLE | ETF | 73.56K | SH | $2.34M 2.14% | 0.00 | 0.00 | 73.56K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 77.12K | SH | $2.25M 2.06% | 0.00 | 0.00 | 77.12K |
FIDELITY EMERGING MARKETS MULTIFACTOR ETFSOLE | ETF | 64.36K | SH | $2.03M 1.87% | 0.00 | 0.00 | 64.36K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 60.18K | SH | $1.98M 1.82% | 0.00 | 0.00 | 60.18K |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 4.85K | SH | $1.86M 1.71% | 0.00 | 0.00 | 4.85K |
ISHARES MBS ETFSOLE | ETF | 19.34K | SH | $1.84M 1.69% | 0.00 | 0.00 | 19.34K |
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFSOLE | ETF | 16.51K | SH | $1.80M 1.65% | 0.00 | 0.00 | 16.51K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 22.32K | SH | $1.56M 1.43% | 0.00 | 0.00 | 22.32K |
ISHARES MSCI SOUTH KOREA ETFSOLE | ETF | 12.25K | SH | $1.51M 1.38% | 0.00 | 0.00 | 12.25K |
WISDOMTREE JAPAN HEDGED EQUITY FUNDSOLE | ETF | 8.60K | SH | $1.36M 1.25% | 0.00 | 0.00 | 8.60K |