Salem, ORCIK 17854983 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
231 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tcw ETF Trust | 1.18M | $46.93M | 9.9% | +1.18M | New |
| 2 | Schwab Strategic Tr | 1.60M | $43.77M | 9.2% | +423.7K | Added |
| 3 | Vanguard Whitehall Fds | 293.5K | $19.79M | 4.2% | +89.7K | Added |
| 4 | Schwab Strategic Tr |
| 433.6K |
| $19.60M |
| 4.1% |
| −198.4K |
| Reduced |
| 5 | Dimensional ETF Trust | 452.1K | $17.90M | 3.8% | +14.4K | Added |
| 6 | Apple Inc | 65.6K | $17.83M | 3.7% | −1.1K | Reduced |
| 7 | Simplify Exchange Traded Fun | 517.1K | $16.57M | 3.5% | +27.3K | Added |
| 8 | Dimensional ETF Trust | 216.0K | $13.07M | 2.7% | +22.0K | Added |
| 9 | Tortoise North | 309.2K | $10.91M | 2.3% | +29.8K | Added |
| 10 | Vanguard Whitehall Fds | 74.5K | $10.69M | 2.2% | −75.8K | Reduced |
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