SALEM, OR
Allocation by class
Portfolio Concentration
Top 3 weight
23.5%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 3.60M
Full voting authority
3.60M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 603.33K | SH | $13.66M 8.66% | 603.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 505.78K | SH | $11.82M 7.49% | 505.78K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 267.29K | SH | $11.66M 7.39% | 267.29K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 209.63K | SH | $9.32M 5.91% | 209.63K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 135.17K | SH | $6.84M 4.33% | 135.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 81.06K | SH | $6.50M 4.12% | 81.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 212.10K | SH | $5.71M 3.62% | 212.10K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 166.73K | SH | $4.93M 3.12% | 166.73K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 26.87K | SH | $3.89M 2.46% | 26.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 155.89K | SH | $3.75M 2.37% | 155.89K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 137.41K | SH | $3.74M 2.37% | 137.41K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 100.35K | SH | $3.27M 2.07% | 100.35K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 13.83K | SH | $2.93M 1.86% | 13.83K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 47.64K | SH | $2.90M 1.84% | 47.64K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 23.19K | SH | $2.86M 1.81% | 23.19K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 38.55K | SH | $2.29M 1.45% | 38.55K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 45.77K | SH | $2.13M 1.35% | 45.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 45.63K | SH | $2.06M 1.31% | 45.63K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 44.31K | SH | $2.05M 1.30% | 44.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.17K | SH | $2.02M 1.28% | 4.17K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 27.94K | SH | $1.99M 1.26% | 27.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.11K | SH | $1.95M 1.24% | 3.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 8.94K | SH | $1.77M 1.12% | 8.94K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 11.71K | SH | $1.75M 1.11% | 11.71K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 16.81K | SH | $1.60M 1.01% | 16.81K | 0.00 | 0.00 |