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PalanorPalanor

Congressional stock trades · Member

Earl Blumenauer

Former representative · OR-3 · Democrat

355 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 8 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2022-04-012022-02-2436MemberGSGoldman Sachs group, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberKRKroger CompanyPurchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberBLKBBlackbaud, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberDISWalt Disney CompanyPurchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberULUnilever PLCPurchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberMGAMagna International, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberFLEXFlex ltd. - Ordinary SharesPurchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberBLKBlackRock, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-2436MemberHDHome Depot, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-1842MemberVTRVentas, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-012022-02-1842MemberMDTMedtronic plc. Ordinary SharesPurchase$1,001 - $15,000Clerk →
2022-03-222022-02-1535SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2022-03-072022-02-2312SpouseVTRVentas, Inc.Purchase$15,001 - $50,000Clerk →
2022-03-072022-02-2312SpouseDOCHealthpeak Properties, Inc.Sale$1,001 - $15,000Clerk →
2022-03-072022-02-1718SpouseBrown Advisory Sustainable growth AdvSale$1,001 - $15,000Clerk →
2022-03-072022-02-1124SpouseMDTMedtronic plc. Ordinary SharesPurchase$1,001 - $15,000Clerk →
2022-03-072022-02-1124SpouseGOOGLAlphabet Inc. - Class APurchase$15,001 - $50,000Clerk →
2022-03-072022-02-1124SpouseIMAXImax CorporationPurchase$1,001 - $15,000Clerk →
2022-03-072022-02-1124SpouseALLAllstate CorporationPurchase$1,001 - $15,000Clerk →
2022-03-072022-02-1124SpouseFEFirstEnergy Corp.Purchase$1,001 - $15,000Clerk →
2022-03-072022-02-1124SpouseAMGNAmgen Inc.Purchase$1,001 - $15,000Clerk →
2022-03-072022-02-0926SpouseHPQHP Inc.Sale$15,001 - $50,000Clerk →
2022-02-072022-01-2810SpouseNWNNorthwest Natural Holding CompanySale (partial)$15,001 - $50,000Clerk →
2022-01-062021-12-1621SpouseHP INC. 2.2%25Purchase$15,001 - $50,000Clerk →
2021-12-082021-11-1523SpouseUS Treasur NT 2%Due11/15/21Sale$15,001 - $50,000Clerk →
2021-11-222021-11-157SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2021-11-072021-10-2513SpouseAmerican Funds EuropacificSale (partial)$1,001 - $15,000Clerk →
2021-11-072021-10-1523SpouseBROSDutch Bros Inc. Class ASale (partial)$1,001 - $15,000Clerk →
2021-11-072021-10-1523SpouseDanone Sponsored ADRSale$1,001 - $15,000Clerk →
2021-10-052021-09-278SpouseCVS Health Corp 4%23Purchase$15,001 - $50,000Clerk →
2021-10-052021-09-278SpouseUnitedHealth gro 3.75%25Purchase$15,001 - $50,000Clerk →
2021-10-052021-09-2411SpouseLWLamb Weston Holdings, Inc.Purchase$1,001 - $15,000Clerk →
2021-10-052021-09-1520SpouseBROSDutch Bros Inc. Class APurchase$1,001 - $15,000Clerk →
2021-10-052021-09-1520SpouseBROSDutch Bros Inc. Class APurchase$1,001 - $15,000Clerk →
2021-10-052021-09-1025SpouseJohn Deere CAPI 3.125%/21Sale$15,001 - $50,000Clerk →
2021-09-072021-08-1028SpouseCaterpillar Inc. 3.4%24 Due 05/15/24Purchase$15,001 - $50,000Clerk →
2021-08-202021-08-137SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2021-08-022021-07-0825SpouseOracle Corp 2.8% Due 07/08/21Sale$15,001 - $50,000Clerk →
2021-07-052021-06-1520SpouseExtended Stay America, Inc. - Paired SharesSale$1,001 - $15,000Clerk →
2021-06-092021-05-2812SpouseQCOMQUALCOMM IncorporatedSale (partial)$1,001 - $15,000Clerk →
2021-06-092021-05-2812SpouseLeggett & Platt, IncorporatedSale$1,001 - $15,000Clerk →
2021-06-092021-05-2812SpouseAZOAutoZone, Inc.Purchase$1,001 - $15,000Clerk →
2021-06-092021-05-2713SpouseCaterpillar Inc. 3.9% 5/21Sale$15,001 - $50,000Clerk →
2021-06-092021-05-2614SpouseUS Treasu NT 2.125%07/24Purchase$15,001 - $50,000Clerk →
2021-06-092021-05-1129SpouseUS Treasur NT 2.5%05/24Purchase$15,001 - $50,000Clerk →
2021-06-092021-05-0733SpousePFEPfizer, Inc.Purchase$1,001 - $15,000Clerk →
2021-05-282021-04-1543MemberThe Joinery (part interest)Sale$250,001 - $500,000Clerk →
2021-05-272021-05-1413SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2021-05-042021-04-304SpouseUS Treasury NT 2.25%04/21Sale$50,001 - $100,000Clerk →
2021-05-042021-04-1519SpouseRealty Income Corp ReitPurchase$1,001 - $15,000Clerk →
2021-05-042021-04-1321SpouseHHHHoward Hughes CorporationSale$1,001 - $15,000Clerk →
2021-05-042021-04-1222SpouseHHHHoward Hughes CorporationSale (partial)$1,001 - $15,000Clerk →
2021-05-042021-04-0925SpouseHHHHoward Hughes CorporationSale (partial)$1,001 - $15,000Clerk →
2021-04-022021-03-0924SpouseUS Treasury Nt 2% 11/22Purchase$15,001 - $50,000Clerk →
2021-03-052021-02-1221SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2021-03-032021-02-256SpouseUS Treasury Bill Due 02/25/21Sale$15,001 - $50,000Clerk →
2021-03-032021-02-1714SpouseEMBJEmbraer S.A.Purchase$1,001 - $15,000Clerk →
2021-03-032021-02-1615SpouseEMBJEmbraer S.A.Purchase$1,001 - $15,000Clerk →
2021-03-032021-02-0328SpouseUS Treasury Note Due 11/30/22Purchase$15,001 - $50,000Clerk →
2021-03-032021-02-0328SpouseUS Treasury Note Due 07/15/23Purchase$15,001 - $50,000Clerk →
2021-02-032021-01-277SpouseGOOGLAlphabet Inc. - Class APurchase$1,001 - $15,000Clerk →
2021-02-032021-01-277SpouseViacomCBS Inc. - Class BSale$15,001 - $50,000Clerk →
2021-02-032021-01-277SpouseKRKroger CompanySale (partial)$1,001 - $15,000Clerk →
2021-02-032021-01-1915SpouseCOHRCoherent, Inc.Sale$1,001 - $15,000Clerk →
2021-02-032021-01-1420SpouseUS Treasury Bill Due 1/14/21Sale$15,001 - $50,000Clerk →
2021-02-032021-01-1420SpouseUS Treasury Nt 2% Due 07/31/22Purchase$15,001 - $50,000Clerk →
2021-02-032021-01-0628SpouseFLEXFlex ltd. - Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2021-02-032021-01-0529SpouseFLEXFlex ltd. - Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2021-01-062020-12-298SpouseTruist Bank 1.5%/25 Due 3/10/25Purchase$15,001 - $50,000Clerk →
2021-01-062020-12-0334SpouseUS Treasury Bill 20 Due 12/3/20Sale$15,001 - $50,000Clerk →
2021-01-062020-11-3037SpouseUS Treasury NT 2%11/15/21Purchase$15,001 - $50,000Clerk →
2020-12-072020-11-1324SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2020-12-072020-11-1225SpouseSAPSAP SE ADSPurchase$1,001 - $15,000Clerk →
2020-12-072020-11-0532SpouseUS Treasury Bill Due 11/05/20Sale$15,001 - $50,000Clerk →
2020-11-032020-10-286SpouseBXThe Blackstone group Inc. Class APurchase$1,001 - $15,000Clerk →
2020-11-032020-10-1618SpouseDuke Energy Progr 3.7%28 Due 09/01/28Purchase$15,001 - $50,000Clerk →
2020-10-072020-09-1720SpouseAIGAmerican International group, Inc. NewSale$1,001 - $15,000Clerk →
2020-10-072020-09-0928SpouseUS Treasury Bill Due 09/10/20Sale$15,001 - $50,000Clerk →
2020-09-102020-08-2813SpouseUS Treasury Bill Due 12/03/20Purchase$15,001 - $50,000Clerk →
2020-09-102020-08-2516SpouseUS Treasury Bill Due 02/25/21Purchase$15,001 - $50,000Clerk →
2020-09-102020-08-1823SpouseUS Treasury Bill Due 01/14/21Purchase$15,001 - $50,000Clerk →
2020-09-102020-08-1130SpousePORPortland general Electric CoSale$1,001 - $15,000Clerk →
2020-09-102020-08-1130SpouseFFord Motor CompanyPurchase$1,001 - $15,000Clerk →
2020-09-102020-08-1130SpouseNWNNorthwest Natural Holding CompanySale$50,001 - $100,000Clerk →
2020-09-102020-08-0536SpouseICEIntercontinental Exchange Inc.Purchase$1,001 - $15,000Clerk →
2020-09-102020-08-0437SpouseUSBU.S. BancorpSale (partial)$1,001 - $15,000Clerk →
2020-09-102020-08-0437SpouseEMBJEmbraer S.A.Sale$1,001 - $15,000Clerk →
2020-09-102020-08-0437SpouseICEIntercontinental Exchange Inc.Purchase$1,001 - $15,000Clerk →
2020-08-242020-08-1410SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2020-08-102020-07-3011SpouseA T & T Inc 3.4%25Sale$15,001 - $50,000Clerk →
2020-08-102020-07-2417SpouseFederal Ntnl Mor 0.25%23 Due 06/26/23Purchase$15,001 - $50,000Clerk →
2020-08-102020-07-2417SpouseINTCIntel CorporationPurchase$1,001 - $15,000Clerk →
2020-08-102020-07-2318SpouseWeyerhaeuser Co. ReitSale (partial)$1,001 - $15,000Clerk →
2020-08-102020-07-2219SpouseFEFirstEnergy Corp.Purchase$1,001 - $15,000Clerk →
2020-07-172020-06-2918SpouseApplied Materials 4.3%21Sale$15,001 - $50,000Clerk →
2020-07-172020-06-0245SpouseHPQHP Inc.Purchase$1,001 - $15,000Clerk →
2020-07-172020-06-0245SpousePORPortland general Electric CoPurchase$1,001 - $15,000Clerk →
2020-07-172020-06-0146 ·>45SpousePORPortland general Electric CoPurchase$1,001 - $15,000Clerk →
2020-06-152020-05-1531SpouseNWNNorthwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2020-06-032020-05-1519MemberSP us Treasury BILL20 DUE 11/05/20Purchase$15,001 - $50,000Clerk →
2020-06-032020-05-1321MemberVODSP Vodafone group Plc - american Depositary shares each representing ten ordinary sharesPurchase$1,001 - $15,000Clerk →
2020-06-032020-05-1222MemberSP The Procter & gambl 3%30 DUE 03/25/30Purchase$15,001 - $50,000Clerk →
2020-06-032020-05-1222MemberBLKSP BlackRock, Inc.Purchase$1,001 - $15,000Clerk →
2020-06-032020-05-0826MemberCVSSP CVS Health CorporationPurchase$1,001 - $15,000Clerk →
2020-06-032020-05-0727MemberSP us Treasury BILL20Sale$50,001 - $100,000Clerk →
2020-06-032020-05-0529MemberFLEXSP Flex ltd. - ordinary sharesSale (partial)$1,001 - $15,000Clerk →
2020-06-032020-05-0133MemberAMGNSP amgen Inc.Purchase$1,001 - $15,000Clerk →
2020-05-202020-04-2921MemberBACSP Bank of america CorporationPurchase$1,001 - $15,000Clerk →
2020-05-202020-04-2129MemberVSP Visa Inc.Purchase$1,001 - $15,000Clerk →
2020-05-202020-04-2030MemberSP JP Morgan Chase & 3.25%22Purchase$15,001 - $50,000Clerk →
2020-05-202020-04-1634MemberSP us Treasury BILL20Purchase$15,001 - $50,000Clerk →
2020-05-202020-04-0941MemberBWASP BorgWarner Inc.Sale$1,001 - $15,000Clerk →
2020-05-202020-04-0941MemberCRMSP salesforce.com IncPurchase$1,001 - $15,000Clerk →
2020-05-202020-04-0644MemberSP us Treasur NT 2%07/22Purchase$15,001 - $50,000Clerk →
2020-05-202020-04-0347 ·>45MemberSP Raytheon Technologies CorporationExchange$1,001 - $15,000Clerk →
2020-05-202020-04-0347 ·>45MemberMDTSP Medtronic plc. ordinary sharesPurchase$1,001 - $15,000Clerk →
2020-05-202020-04-0347 ·>45MemberSP Raytheon CompanyExchange$1,001 - $15,000Clerk →
2020-04-162020-04-0115MemberSP Microsoft Corp 2.875%24 Due 02/06/24Purchase$15,001 - $50,000Clerk →
2020-04-162020-03-2720MemberKEYSP KeyCorpSale$1,001 - $15,000Clerk →
2020-04-162020-03-2621MemberSP FIRST REPUBLIC BANKPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-2621MemberACNSP accenture plc Class a ordinary sharesPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-2621MemberSTTSP state street CorporationSale$1,001 - $15,000Clerk →
2020-04-162020-03-2621MemberSBUXSP starbucks CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-2621MemberNEMSP Newmont CorporationSale (partial)$1,001 - $15,000Clerk →
2020-04-162020-03-2423MemberTAPSP Molson Coors Beverage Company Class BSale$1,001 - $15,000Clerk →
2020-04-162020-03-2324MemberSP Intel Corp 2.7% Due 12/15/22Purchase$15,001 - $50,000Clerk →
2020-04-162020-03-2324MemberSP sch Treas obligation MMF Investor sharesSale (partial)$15,001 - $50,000Clerk →
2020-04-162020-03-2027MemberAVTSP avnet, Inc.Sale$1,001 - $15,000Clerk →
2020-04-162020-03-2027MemberHDSP Home Depot, Inc.Purchase$1,001 - $15,000Clerk →
2020-04-162020-03-1928MemberBGSP Bunge limited Bunge limitedSale$1,001 - $15,000Clerk →
2020-04-162020-03-1037MemberMEOHSP Methanex CorporationSale$1,001 - $15,000Clerk →
2020-04-162020-03-1037MemberSCHWSP Charles schwab CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-1037MemberGDSP general Dynamics CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-1037MemberSP sch Treas obligation MMF Investor sharesSale (partial)$15,001 - $50,000Clerk →
2020-04-162020-03-1037MemberINTCSP Intel CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0542MemberSP sch Treas obligation MMF Investor sharesSale (partial)$1,001 - $15,000Clerk →
2020-04-162020-03-0542MemberINTCSP Intel CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0542MemberSP us Treasury Bill2ou s T Due 05/07/20Purchase$50,001 - $100,000Clerk →
2020-04-162020-03-0443MemberHPQSP HP Inc.Sale$1,001 - $15,000Clerk →
2020-04-162020-03-0443MemberSP sch Treas obligation MMF Investor sharesSale (partial)$50,001 - $100,000Clerk →
2020-04-162020-03-0344MemberSP sch Treas obligation MMF Investor sharesPurchase$250,001 - $500,000Clerk →
2020-04-162020-03-0344MemberMSFTSP Microsoft CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0344MemberGDSP general Dynamics CorporationPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0344MemberULSP unilever PLCPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0245MemberDGXSP Quest Diagnostics IncorporatedPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0245MemberSP us TREASUR NT 2.25% 02/20Sale$250,001 - $500,000Clerk →
2020-04-162020-03-0245MemberSP ViacomCBs Inc. - Class BPurchase$1,001 - $15,000Clerk →
2020-04-162020-03-0245MemberCBSP Chubb limitedPurchase$1,001 - $15,000Clerk →
2020-04-162020-02-2848 ·>45MemberDISSP Walt Disney CompanyPurchase$1,001 - $15,000Clerk →
2020-04-162020-02-2848 ·>45MemberSP allergan plc ordinary sharesSale$1,001 - $15,000Clerk →
2020-02-272020-02-1413MemberNWNSP Northwest Natural Holding CompanyPurchase$1,001 - $15,000Clerk →
2020-01-102019-12-2318SpouseUS TREASUR NT 2.25% 02/20Sale$50,001 - $100,000Clerk →
2020-01-102019-12-2318SpouseUS TREASUR 2.375% 05/29Purchase$50,001 - $100,000Clerk →
2020-01-102019-12-0536SpouseViacomCBS Inc. - Class BExchange$1,001 - $15,000Clerk →
2020-01-102019-12-0536SpouseCBS Corporation Class BExchange$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2023 report.

170 assets with a value on the report filed 2024-05-13, 67 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
ACNAccenture plc Class A Ordinary SharesStockSpouse$15,001 - $50,000
APDAir Products and Chemicals, Inc.StockSpouse$15,001 - $50,000
ALKAlaska Air Group, Inc.StockSpouseNone
ALLAllstate CorporationStockSpouse$15,001 - $50,000
GOOGLAlphabet Inc. - Class AStockSpouse$15,001 - $50,000
Amazon.Com,Inc.4.65%29Due 12/01/29BondSpouse$15,001 - $50,000
American Europacific Growth FundFundSpouseNone
AMGNAmgen Inc.StockSpouse$15,001 - $50,000
Apple Inc 3%27 Due11/13/27BondSpouse$15,001 - $50,000
AAPLApple Inc.StockSpouse$50,001 - $100,000
AZNAstrazeneca PLCStockSpouse$1,001 - $15,000
AZOAutoZone, Inc.StockSpouse$15,001 - $50,000
Baird Ultra Short Bond InstitutionalBondMember$100,001 - $250,000
Bank of AmericaOtherSpouse$1,001 - $15,000
BACBank of America CorporationStockSpouseNone
BECKER Value Equity InstitutionalFundMember$15,001 - $50,000
Berkshire Hathaw 2.75%03/15/23BondSpouseNone
BRK.BBerkshire Hathaway Inc. NewStockSpouse$15,001 - $50,000
BLKBlackRock, Inc.StockSpouse$15,001 - $50,000
Brown Advisory Sustainable Growth WinslowFundSpouse$1,001 - $15,000
CARRCarrier Global CorporationStockSpouse$15,001 - $50,000
Caterpillar Inc. 3.4%24 Due 05/15/24BondSpouse$15,001 - $50,000
CATCaterpillar, Inc.StockSpouse$15,001 - $50,000
CNCCentene CorporationStockSpouseNone
SCHWCharles Schwab CorporationStockSpouse$15,001 - $50,000
CBChubb LimitedStockSpouse$15,001 - $50,000
CIENCiena CorporationStockSpouse$1,001 - $15,000
CSCOCisco Systems, Inc.StockSpouse$1,001 - $15,000
Cohen & Steers Realty ShareFundSpouse$1,001 - $15,000
Comcast Corp 4.65%33BondSpouse$15,001 - $50,000
Congressional Credit UnionOtherMember$250,001 - $500,000
CVS Health Corp 4%23BondSpouseNone
CVSCVS Health CorporationStockSpouse$1,001 - $15,000
Deere & Co 3.1%30 Due 04/15/30BondSpouse$15,001 - $50,000
DFA US Large Cap ValueFundSpouse$50,001 - $100,000
DEODiageo plc Common StockStockSpouse$15,001 - $50,000
Duke Energy Progr 3.7%28 Due 09/01/28BondSpouse$15,001 - $50,000
Duplex - 6th St. SEOtherMember$1,000,001 - $5,000,000
BROSDutch Bros Inc. Class AStockSpouseNone
EMBJEmbraer S.A.StockSpouse$15,001 - $50,000
EMREmerson Electric CompanyStockSpouse$1,001 - $15,000
Federal Ntnl Mor 0.25%23 Due6/26/23BondSpouseNone
Federal Thrift Savings PlanOtherMember$1,000,001 - $5,000,000
FDXFedEx CorporationStockSpouseNone
FIRST REPUBLIC BANKStockSpouseNone
FEFirstEnergy Corp.StockSpouse$15,001 - $50,000
FLEXFlex Ltd. - Ordinary SharesStockSpouse$15,001 - $50,000
FFord Motor CompanyStockSpouseNone
GDGeneral Dynamics CorporationStockSpouse$15,001 - $50,000
GILDGilead Sciences, Inc.StockSpouse$15,001 - $50,000
Glisan Street Apts, 1701 NW GlisanOtherMember$100,001 - $250,000
GSGoldman Sachs Group, Inc.StockSpouse$15,001 - $50,000
Goldman Sachs Inter 3%24BondSpouse$15,001 - $50,000
HDHome Depot, Inc.StockSpouse$1,001 - $15,000
HP INC. 2.2%25BondSpouse$15,001 - $50,000
ICEIntercontinental Exchange Inc.StockSpouseNone
IPInternational Paper CompanyStockSpouseNone
Interntnl Busines 3.3%26BondSpouse$15,001 - $50,000
Ishares 1-3 Year Treasry Bond ETFFundMember$15,001 - $50,000
Ishares 1-3 Year Treasry Bond ETFFundSpouse$15,001 - $50,000
Ishares Core MSCIFundSpouse$15,001 - $50,000
iShares Core MSCI Emerging Markets ETFFundSpouse$1,001 - $15,000
Ishares Core S&P 500 ETFFundSpouse$1,001 - $15,000
Ishares Core S&P 500 ETFFundMember$1,001 - $15,000
Ishares Core S&P SmallFundSpouse$15,001 - $50,000
Ishares MSCI EAFE ETFFundSpouse$15,001 - $50,000
Ishares MSCI EAFE ETFFundMember$1,001 - $15,000
Ishares MSCI EAFE ETFFundSpouse$1,001 - $15,000
Ishares TRT IS 5-10 Inv Gr ETFFundSpouse$15,001 - $50,000
Ishares TRT IS 5-10 Inv Gr ETFFundMember$15,001 - $50,000
JNJJohnson & JohnsonStockSpouse$15,001 - $50,000
JPMJP Morgan Chase & Co.StockSpouse$15,001 - $50,000
Key Corp 4.1%28BondSpouse$15,001 - $50,000
PHGKoninklijke Philips N.V. NY Registry SharesStockSpouse$1,001 - $15,000
KRKroger CompanyStockSpouse$1,001 - $15,000
LWLamb Weston Holdings, Inc.StockSpouse$15,001 - $50,000
MGAMagna International, Inc.StockSpouse$1,001 - $15,000
MCKMcKesson CorporationStockSpouse$15,001 - $50,000
MDTMedtronic plc. Ordinary SharesStockSpouse$1,001 - $15,000
Microsoft Corp 2.875%24 Due 02/06/24BondSpouse$15,001 - $50,000
MSFTMicrosoft CorporationStockSpouse$15,001 - $50,000
MOHMolina Healthcare Inc Common StockStockSpouse$15,001 - $50,000
Morgan Stanley 4%25 Due 07/23/25BondSpouse$15,001 - $50,000
NEMNewmont Goldcorp CorporationStockSpouse$15,001 - $50,000
Nike, Inc. 2.375% 11/1/26BondSpouse$15,001 - $50,000
NWNNorthwest Natural Holding CompanyStockSpouse$100,001 - $250,000
Northwest Natural Holding CompanyOtherSpouseUndetermined
OnPoint Community Credit UnionOtherMember$250,001 - $500,000
Oregon Public Employees Retirement SystemOtherMemberUndetermined
PayPal Holdings 4.4%32BondSpouse$15,001 - $50,000
PYPLPayPal Holdings, Inc. - Common StockStockSpouseNone
PFEPfizer, Inc.StockSpouse$1,001 - $15,000
PIMCO International Bond FundFundSpouse$1,001 - $15,000
PIMCO Total Return III FundFundSpouse$15,001 - $50,000
PGProcter & Gamble CompanyStockSpouse$15,001 - $50,000
QCOMQUALCOMM IncorporatedStockSpouse$15,001 - $50,000
DGXQuest Diagnostics IncorporatedStockSpouse$15,001 - $50,000
RTXRaytheon Technologies CorporationStockSpouse$1,001 - $15,000
Realty Income Corp ReitOtherSpouse$1,001 - $15,000
CRMSalesforce.com IncStockSpouse$1,001 - $15,000
SNYSanofi - American Depositary SharesStockSpouse$15,001 - $50,000
SAPSAP SE ADSStockSpouse$15,001 - $50,000
Schwab 1000 Index FundFundMember$1,001 - $15,000
Schwab Money MarketOtherMember$1 - $1,000
Schwab Money MarketOtherSpouse$15,001 - $50,000
Schwab S+P 500 Index FdFundMember$15,001 - $50,000
Schwab SEP - IRAOtherSpouse$15,001 - $50,000
SEI Emerging Markets EquityFundSpouseNone
Siemens AG American Depositary SharesStockSpouse$1,001 - $15,000
SBUXStarbucks CorporationStockSpouse$1,001 - $15,000
SVB Financial GroupStockSpouse$1,001 - $15,000
SYYSysco Corporation Common StockStockSpouse$15,001 - $50,000
Target Corp 3.375%29 Due 04/15/29BondSpouse$15,001 - $50,000
TELTE Connectivity Ltd. New Switzerland Registered SharesStockSpouse$15,001 - $50,000
The Allstate Cor 1.45%30 Due 12/15/30BondSpouse$15,001 - $50,000
BXThe Blackstone Group Inc.StockSpouse$15,001 - $50,000
The Procter & Gamble 3%30 Due3/25/30BondSpouse$15,001 - $50,000
Thermo Fisher SC 1.75%/28BondSpouse$15,001 - $50,000
Townhouse 2441 NE WeidlerOtherSpouse$500,001 - $1,000,000
Toyota Motor Credit 3%25 Due 04/01/25BondSpouse$50,001 - $100,000
Truist Bank 1.5%/25 Due3/10/25BondSpouse$15,001 - $50,000
USBU.S. BancorpStockSpouse$1,001 - $15,000
ULUnilever PLCStockSpouse$1,001 - $15,000
United Health Gro 3.75%25BondSpouse$15,001 - $50,000
US Treas NT 4.5% 11/33BondSpouse$50,001 - $100,000
US Treasu NT 1.625%04/23BondSpouseNone
US Treasu NT 2.125%07/24BondSpouse$15,001 - $50,000
US Treasu NT 3.125% Due 8/31/27BondSpouse$15,001 - $50,000
US Treasur 2.375% 05/29BondSpouse$50,001 - $100,000
US TREASUR NT 2.25%03/26BondSpouse$15,001 - $50,000
US Treasur NT 2.25%11/24BondSpouse$50,001 - $100,000
US Treasur NT 2.25%11/25BondSpouse$50,001 - $100,000
US Treasur NT 2.375%04/26BondSpouse$15,001 - $50,000
US Treasur NT 2.5%05/24BondSpouse$15,001 - $50,000
US Treasur NT 2.75% 02/28BondSpouse$50,001 - $100,000
US TREASUR NT 3.5%02/33BondSpouse$15,001 - $50,000
US Treasur NT 4.25%05/25BondSpouse$15,001 - $50,000
US Treasury 5.375%02/31UST BondBondSpouse$15,001 - $50,000
US Treasury Bill 02/22/24BondMember$15,001 - $50,000
US Treasury Bill Due 01/11/24BondMember$15,001 - $50,000
US Treasury Bill Due 03/21/24BondMember$15,001 - $50,000
US TREASURY Bill Due 04/18/24BondMember$50,001 - $100,000
US Treasury Bill Due 05/16/24BondMember$15,001 - $50,000
US Treasury Bill Due 10/31/24BondMember$15,001 - $50,000
US TREASURY BILL Due08/10/23BondMemberNone
US TREASURY BILL Due11/02/23BondMemberNone
US Treasury Note Due 07/15/23BondSpouseNone
USTREASURY BILL Due09/14/23BondMemberNone
Vacation HouseOtherSpouse$500,001 - $1,000,000
Vanguard FTSE Developed MATSFundMember$15,001 - $50,000
Vanguard FTSE Emerging MARKFundMember$1,001 - $15,000
Vanguard FTSE EuropeFundSpouse$15,001 - $50,000
Vanguard Growth ETFFundMember$15,001 - $50,000
Vanguard Growth ETFFundSpouse$15,001 - $50,000
Vanguard Real Estate ETFFundSpouse$1,001 - $15,000
Vanguard Real Estate ETFFundMember$1,001 - $15,000
Vanguard Short Term Inv Grade FundFundSpouse$1,001 - $15,000
Vanguard TOTAL Stock Market EFundMember$50,001 - $100,000
Vanguard TOTAL Stock Market ETFFundSpouse$50,001 - $100,000
Vanguard TOTAL Stock Market ETFFundMember$50,001 - $100,000
Vanguard Value ETFFundSpouse$15,001 - $50,000
Vanguard Value ETFFundMember$1,001 - $15,000
VTRVentas, Inc.StockSpouse$15,001 - $50,000
VZVerizon Communications Inc.StockSpouse$15,001 - $50,000
VVisa Inc.StockSpouse$1,001 - $15,000
Vote19 LLCOtherMember$100,001 - $250,000
WMTWalmart Inc.StockSpouse$15,001 - $50,000
DISWalt Disney CompanyStockSpouse$1,001 - $15,000
WBDWarner Bros. Discovery, Inc. - Series AStockSpouse$1,001 - $15,000
Weyerhaeuser Co.OtherSpouse$1,001 - $15,000

How reports are read: holdings methodology.