LW

LJI Wealth Management, LLC

13F
LJI Wealth Management, LLC
Last update 2024-08-12 186 Stocks (37 new)
Value $452.00 Mil Turnover 15 %
Countries:
Top Holdings: ITOT(23.50%)SLQD(9.14%)ONEQ(5.68%)IWM(4.38%)FLOT(3.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
LJI Wealth Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
895,214
106333.510
+5.88%
23.500
+1.30%
-
+6.27%
+20.95%
62674.127
 
SLQD 		iShares 0-5 Year Investment Grade Corporate Bond E
839,649
41352.710
+8.58%
9.140
+0.72%
-
+0.73%
+1.59%
2109.278
 
ONEQ 		Fidelity Nasdaq Composite Tracking Stock
367,480
25697.890
+2.52%
5.680
+0.14%
-
+7.06%
+23.70%
6929.386
 
IWM 		iShares Russell 2000 ETF
97,635
19809.120
+29.19%
4.380
+0.99%
-
-0.78%
+10.84%
69719.225
 
FLOT 		iShares Floating Rate Bond ETF
328,860
16801.440
+6.04%
3.710
+0.21%
-
+0.02%
+0.91%
7360.320
 
AAPL 		Apple Inc
67,099
14132.420
-3.15%
3.120
-0.10%
0.000
+7.21%
+21.69%
3548645.576
Hardware
QQQ 		INVESCO QQQ Trust
28,065
13445.980
-0.28%
2.970
-0.01%
-
+7.00%
+20.97%
298800.510
 
VTI 		Vanguard Total Stock Market ETF
49,354
13202.810
+3.65%
2.920
+0.10%
-
+6.31%
+20.86%
420876.283
 
YYY 		Amplify High Income ETF
1,016,263
12205.320
+7.66%
2.700
+0.19%
-
+1.76%
+4.56%
532.170
 
IWR 		iShares Russell Mid-Cap ETF
145,519
11798.680
+2.81%
2.610
+0.07%
-
+5.70%
+14.45%
37245.953
 

LJI Wealth Management, LLC's Historical Top Holdings Breakdowns

LJI Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTWG 		Vanguard Russell 2000 Growth Index Fund2024-06-30New Buy
+2.51%
●
178.44 ($188.94) 195.65
$209.22
10.73%
New holding
59,489
59,489
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-06-30Add
+1.30%
●
108.78 ($114.77) 119.23
$127.28
10.90%
Add 5.88%
895,214
49,704
VTWO 		Vanguard Russell 2000 Index Fund2024-06-30New Buy
+1.08%
●
77.95 ($81.75) 84.63
$90.02
10.12%
New holding
59,454
59,454
SPY 		S&P 500 ETF TRUST ETF2024-06-30New Buy
+1.06%
●
495.16 ($523.39) 548.49
$580.83
10.97%
New holding
8,808
8,808
FFTY 		Innovator IBD 50 ETF2024-06-30Sold Out
-1.01%
●
24.84 ($27.26) 28.97
$27.47
0.78%
Sold Out
0
-141,572
IWM 		iShares Russell 2000 ETF2024-06-30Add
+0.99%
●
192.84 ($202.1) 209.44
$222.46
10.07%
Add 29.19%
97,635
22,063
SUB 		iShares Short-Term National Muni Bond ETF2024-06-30Reduce
-0.87%
●
104.04 ($104.47) 104.8
$105.53
1.01%
Reduce -57.6%
23,677
-32,165
NVDA 		NVIDIA Corp2024-06-30New Buy
+0.84%
●
76.2 ($101.1) 135.58
$140.52
38.99%
New holding
30,867
30,867
SLQD 		iShares 0-5 Year Investment Grade Corporate Bond E2024-06-30Add
+0.72%
●
48.75 ($49.05) 49.28
$49.98
1.90%
Add 8.58%
839,649
66,315
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ETF2024-06-30New Buy
+0.54%
●
46.84 ($47.15) 47.32
$47.69
1.15%
New holding
51,651
51,651

LJI Wealth Management, LLC Total Holding History ($B)

To

LJI Wealth Management, LLC's Asset Allocation

To

LJI Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LJI Wealth Management, LLC's Hypothetical Growth since 2024-06-30

LJI Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LJI Wealth Management, LLC's Holdings Heat Map

Size field:

LJI Wealth Management, LLC's Holdings Bubble Chart

LJI Wealth Management, LLC News

  • 1

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