PORTLAND, OR
Allocation by class
Portfolio Concentration
Top 3 weight
37.5%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.80K | SH | $14.24M 16.07% | 0.00 | 0.00 | 23.80K |
APPLE INCSOLE | COM | 37.46K | SH | $9.51M 10.73% | 0.00 | 0.00 | 37.46K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 207.55K | SH | $9.48M 10.70% | 0.00 | 0.00 | 207.55K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 136.45K | SH | $6.81M 7.68% | 0.00 | 0.00 | 136.45K |
ISHARES TRSOLE | ESG MSCI LEADR | 59.88K | SH | $6.80M 7.68% | 0.00 | 0.00 | 59.88K |
ISHARES TRSOLE | CORE UNIVRSL USD | 139.48K | SH | $6.44M 7.27% | 0.00 | 0.00 | 139.48K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 65.86K | SH | $6.30M 7.11% | 0.00 | 0.00 | 65.86K |
ISHARES TRSOLE | CORE INTL AGGR | 98.98K | SH | $4.95M 5.59% | 0.00 | 0.00 | 98.98K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 15.51K | SH | $3.20M 3.61% | 0.00 | 0.00 | 15.51K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 60.51K | SH | $2.84M 3.21% | 0.00 | 0.00 | 60.51K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 44.71K | SH | $2.44M 2.76% | 0.00 | 0.00 | 44.71K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.19K | SH | $2.31M 2.60% | 0.00 | 0.00 | 7.19K |
ISHARES TRSOLE | ESG ADVANCED UNI | 45.69K | SH | $1.99M 2.24% | 0.00 | 0.00 | 45.69K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 40.50K | SH | $1.82M 2.06% | 0.00 | 0.00 | 40.50K |
ISHARES TRSOLE | NATIONAL MUN ETF | 12.48K | SH | $1.32M 1.50% | 0.00 | 0.00 | 12.48K |
ISHARES TRSOLE | ESG AWR MSCI USA | 8.52K | SH | $1.20M 1.36% | 0.00 | 0.00 | 8.52K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 9.95K | SH | $1.12M 1.26% | 0.00 | 0.00 | 9.95K |
MICROSOFT CORPSOLE | COM | 1.61K | SH | $594.5K 0.67% | 0.00 | 0.00 | 1.61K |
ISHARES INCSOLE | ESG AWR MSCI EM | 11.64K | SH | $529.2K 0.60% | 0.00 | 0.00 | 11.64K |
ISHARES TRSOLE | ESG AWR US AGRGT | 11.02K | SH | $524.0K 0.59% | 0.00 | 0.00 | 11.02K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 10.43K | SH | $501.0K 0.57% | 0.00 | 0.00 | 10.43K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 3.10K | SH | $428.7K 0.48% | 0.00 | 0.00 | 3.10K |
J P MORGAN EXCHANGE TRADED FSOLE | SUSTAINABLE MUNI | 7.59K | SH | $377.8K 0.43% | 0.00 | 0.00 | 7.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 554.00 | SH | $361.9K 0.41% | 0.00 | 0.00 | 554.00 |
ISHARES TRSOLE | CORE 40/60 MODER | 6.96K | SH | $329.7K 0.37% | 0.00 | 0.00 | 6.96K |