LJI Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LJI Wealth Management, LLC | Institutional Filer | ▼ 5.01% | $621.9M | 188 |
Current Portfolio Holdings
Showing all 188 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 1.2M | $174.0M | 27.97% |
| 2 | SLQD | ISHARES TR | — | 1.4M | $69.1M | 11.10% |
| 3 | FLOT | ISHARES TR | — | 651K | $33.2M | 5.34% |
| 4 | ONEQ | FIDELITY COMWLTH TR | — | 383K | $32.5M | 5.23% |
| 5 | IWM | iShares Russell 2000 ETF | — | 122K | $30.3M | 4.87% |
| 6 | VTI | VANGUARD INDEX FDS | — | 83K | $26.7M | 4.29% |
| 7 | YYY | AMPLIFY ETF TR | — | 1.8M | $19.6M | 3.16% |
| 8 | IWR | ISHARES TR | — | 194K | $18.9M | 3.04% |
| 9 | AAPL | Apple Inc. | Technology | 60K | $15.2M | 2.44% |
| 10 | IVOG | VANGUARD ADMIRAL FDS INC | — | 121K | $15.2M | 2.44% |
| 11 | QQQ | Invesco QQQ Trust | — | 26K | $15.1M | 2.43% |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | — | 34K | $7.7M | 1.24% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 25K | $7.5M | 1.20% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 7K | $6.1M | 0.99% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $6.0M | 0.97% |
Showing 1 to 15 of 188 holdings