Salem, ORCIK 18403064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 603.3K | $13.66M | 8.7% | +1.9K | Added |
| 2 | Schwab Strategic Tr | 505.8K | $11.82M | 7.5% | +8.2K | Added |
| 3 | Capital Group Dividend Value | 267.3K | $11.66M | 7.4% | −8.7K | Reduced |
| 4 | Capital Group Growth ETF |
| 209.6K |
| $9.32M |
| 5.9% |
| +719 |
| Added |
| 5 | Janus Detroit Str Tr | 135.2K | $6.84M | 4.3% | +9.7K | Added |
| 6 | Spdr Series Trust | 81.1K | $6.50M | 4.1% | +997 | Added |
| 7 | Schwab Strategic Tr | 212.1K | $5.71M | 3.6% | −766 | Reduced |
| 8 | Capital Group Intl Focus Eqt | 166.7K | $4.93M | 3.1% | −3.6K | Reduced |
| 9 | Apollo Global Mgmt Inc | 26.9K | $3.89M | 2.5% | +2.2K | Added |
| 10 | Schwab Strategic Tr | 155.9K | $3.75M | 2.4% | −1.8K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio