13F Filings for LJI Wealth Management, LLC (CIK: 1988563)
View the most recent portfolio holdings disclosed by LJI Wealth Management, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 1.19M | $160.16M | 27.89% | Increased | 148.29K (14.0%, $33.55M) |
| SLQD - ISHARES TR(Class: 0-5YR INVT GR CP) | 1.12M | $56.70M | 9.87% | Increased | 16.47K (1.0%, $1.18M) |
| ONEQ - FIDELITY COMWLTH TR(Class: NASDAQ COMPSIT) | 352.36K | $28.22M | 4.91% | Increased | 20.80K (6.0%, $5.66M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 90.25K | $27.43M | 4.78% | Decreased | 25.33K (21.0%, $4.34M) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 111.72K | $24.11M | 4.20% | Increased | 7.89K (7.0%, $3.40M) |
| N/A - ISHARES TR(Class: FLTG RATE NT ETF) | 363.35K | $18.54M | 3.23% | Increased | 12.75K (3.0%, $639.99K) |
| YYY - AMPLIFY ETF TR(Class: HIGH INCOME) | 1.49M | $17.45M | 3.04% | Increased | 207.34K (16.0%, $2.81M) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 164.07K | $15.09M | 2.63% | Increased | 3.10K (1.0%, $1.40M) |
| VTWG - VANGUARD SCOTTSDALE FDS(Class: VNG RUS2000GRW) | 71.95K | $15M | 2.61% | Increased | 12K (20.0%, $3.83M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 26.05K | $14.37M | 2.50% | Decreased | 1.82K (6.0%, $1.30M) |
| AAPL - APPLE INC(Class: COM) | 63.07K | $12.94M | 2.25% | Decreased | 2.18K (3.0%, $1.55M) |
| IVOG - VANGUARD ADMIRAL FDS INC(Class: MIDCP 400 GRTH) | 113.97K | $12.88M | 2.24% | Increased | 12.03K (11.0%, $2.36M) |
| PDP - INVESCO EXCHANGE TRADED FD T(Class: DORSEY WRIGHT MO) | 73.56K | $7.99M | 1.39% | Increased | 2.84K (4.0%, $916.93K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 27.38K | $7.94M | 1.38% | Decreased | 314 (1.0%, $1.14M) |
| LLY - ELI LILLY CO(Class: COM) | 7.82K | $6.10M | 1.06% | Increased | 748 (10.0%, $255.43K) |
| VTWO - VANGUARD SCOTTSDALE FDS(Class: VNG RUS2000IDX) | 64.45K | $5.62M | 0.98% | Increased | 11.03K (20.0%, $1.31M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 9.01K | $5.57M | 0.97% | Increased | 876 (10.0%, $1.02M) |
| PLTR - PALANTIR TECHNOLOGIES INC(Class: CL A) | 39.54K | $5.39M | 0.94% | Decreased | 97 (0.0%, $2.04M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 33.17K | $5.24M | 0.91% | Increased | 371 (1.0%, $1.69M) |
| MSFT - MICROSOFT CORP(Class: COM) | 9.14K | $4.55M | 0.79% | Decreased | 136 (1.0%, $1.06M) |
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 57.81K | $3.87M | 0.67% | Increased | 14.18K (32.0%, $1.24M) |
| META - META PLATFORMS INC(Class: CL A) | 4.69K | $3.46M | 0.60% | Increased | 4 (0.0%, $761.48K) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 61.74K | $3.33M | 0.58% | Increased | 5.38K (9.0%, $429.28K) |
| SUB - ISHARES TR(Class: SHRT NAT MUN ETF) | 29.56K | $3.14M | 0.55% | Increased | 39 (0.0%, $25.92K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 84.49K | $3.03M | 0.53% | Decreased | 3.06K (3.0%, $139.66K) |