PORTLAND, OR
Allocation by class
Portfolio Concentration
Top 3 weight
38.8%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 630.75K | SH | $46.4K 20.03% | 0.00 | 0.00 | 630.75K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 530.31K | SH | $25.5K 10.99% | 0.00 | 0.00 | 530.31K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 464.58K | SH | $18.1K 7.79% | 0.00 | 0.00 | 464.58K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 223.67K | SH | $17.5K 7.56% | 0.00 | 0.00 | 223.67K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 476.77K | SH | $16.2K 6.99% | 0.00 | 0.00 | 476.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 32.49K | SH | $10.4K 4.50% | 0.00 | 0.00 | 32.49K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 204.88K | SH | $10.2K 4.41% | 0.00 | 0.00 | 204.88K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 87.68K | SH | $8.9K 3.85% | 0.00 | 0.00 | 87.68K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 82.28K | SH | $7.3K 3.15% | 0.00 | 0.00 | 82.28K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 91.14K | SH | $7.0K 3.03% | 0.00 | 0.00 | 91.14K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 61.60K | SH | $6.2K 2.66% | 0.00 | 0.00 | 61.60K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 78.18K | SH | $6.0K 2.60% | 0.00 | 0.00 | 78.18K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 150.18K | SH | $3.8K 1.63% | 0.00 | 0.00 | 150.18K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 42.09K | SH | $3.0K 1.30% | 0.00 | 0.00 | 42.09K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 23.87K | SH | $2.4K 1.04% | 0.00 | 0.00 | 23.87K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 45.81K | SH | $2.3K 0.99% | 0.00 | 0.00 | 45.81K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 102.16K | SH | $2.3K 0.98% | 0.00 | 0.00 | 102.16K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 16.73K | SH | $1.9K 0.83% | 0.00 | 0.00 | 16.73K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 13.88K | SH | $1.9K 0.83% | 0.00 | 0.00 | 13.88K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 15.03K | SH | $1.7K 0.73% | 0.00 | 0.00 | 15.03K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 23.73K | SH | $1.7K 0.73% | 0.00 | 0.00 | 23.73K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 24.69K | SH | $1.5K 0.63% | 0.00 | 0.00 | 24.69K |
MICROSOFT CORPSOLE | COM | 3.88K | SH | $1.4K 0.62% | 0.00 | 0.00 | 3.88K |
APPLE INCSOLE | COM | 5.15K | SH | $1.3K 0.56% | 0.00 | 0.00 | 5.15K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 20.17K | SH | $1.3K 0.54% | 0.00 | 0.00 | 20.17K |