Cliff Bentz
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/11/2026 — 86 assets, about $6.6M at the middle of each value range.
- 2nd St., Ontario, OR11.3%
- 71 acre farm - Ontario, Oregon11.3%
- Building, SW Fourth St. Ontario, OR5.7%
- SWVXX · Schwab Prime Advantage Money Fund- Investor Shares (SWVXX)5.7%
- VFIAX · Vanguard 500 Index Fd Admiral Shs (VFIAX)5.7%
- Other 81 assets58.9%
By type: Real Property 43% · Mutual Fund 29% · Stock 13% · Exchange Traded Fund 11% · Farm 3% · Bank Deposit 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
2nd St., Ontario, ORin Moonriver LLC | Real Property | $500,001 - $1,000,000 | 11.3% | Self |
71 acre farm - Ontario, Oregonin The Bentz Farm | Real Property | $500,001 - $1,000,000 | 11.3% | Spouse |
Building, SW Fourth St. Ontario, OR | Real Property | $250,001 - $500,000 | 5.7% | Joint |
SWVXXSchwab Prime Advantage Money Fund- Investor Shares (SWVXX)in Charles Schwab IRA | Mutual Fund | $250,001 - $500,000 | 5.7% | Self |
VFIAXVanguard 500 Index Fd Admiral Shs (VFIAX)in Charles Schwab IRA | Mutual Fund | $250,001 - $500,000 | 5.7% | Self |
VIGAXVanguard Growth Index Fd Admiral Shs (VIGAX)in Charles Schwab IRA | Mutual Fund | $250,001 - $500,000 | 5.7% | Self |
VOOVanguard S&P 500 ETF (VOO)in Charles Schwab IRA, Charles Schwab SEP-IRA | Exchange Traded Fund | ≈ $350.0K | 5.3% | Self, Spouse |
RB2EH Enterprises | Real Property | $100,001 - $250,000 | 2.6% | Self |
Rental home - Morgan Ave | Real Property | $100,001 - $250,000 | 2.6% | Joint |
DODIXDodge & Cox Income Fund - Class I (DODIX)in Charles Schwab IRA | Mutual Fund | $100,001 - $250,000 | 2.6% | Self |
PIMIXPIMCO Income Fund Insti Class (PIMIX)in Charles Schwab IRA | Mutual Fund | $100,001 - $250,000 | 2.6% | Self |
VSMAXVanguard Small Cap Index Fd Admiral Shs (VSMAX)in Charles Schwab IRA | Mutual Fund | $100,001 - $250,000 | 2.6% | Self |
| Stock | $100,001 - $250,000 | 2.6% | Spouse | |
| Stock | $100,001 - $250,000 | 2.6% | Spouse | |
| Stock | $100,001 - $250,000 | 2.6% | Spouse |
The 15 largest of 86. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 2 names across 2 purchases, $16.0K at the disclosed midpoints.
- AMGN · Amgen50.0%
- PG · Procter & Gamble50.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AMGNAmgen | $8.0K | 50.0% | 2025-07-09 | Spouse |
PGProcter & Gamble | $8.0K | 50.0% | 2025-07-09 | Spouse |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
6 rows. Sort any column; Source opens the filed PDF.