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CIK: 0001988563
Total reported value
$713.9M
$713.9M
180 檔
36.3%
In Q4 2024, LJI Wealth Management, LLC's U.S. equity holdings reached a combined market value of $713.9M, distributed across 180 disclosed stock positions.
During Q4 2024, LJI Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 24.94% | -0.55% | +7.81% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 10.53% | +0.51% | +20.62% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.65% | -0.09% | +130.05% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 4.78% | -1.67% | -15.40% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.18% | -3.27% | -5.72% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.37% | -0.13% | -1.17% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.02% | -3.43% | |
| 8 | YYY | Amplify Cef High Income ETF | ETF-Other | 2.81% | -2.90% | +12.45% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.73% | +0.16% | -7.87% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.57% | -0.04% | -4.40% | |
| 11 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 2.38% | +0.04% | -6.65% | |
| 12 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.16% | -0.38% | +1.83% | |
| 13 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 1.42% | -0.20% | -27.45% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.02% | -2.46% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.20% | +1.81% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.12% | -0.90% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.88% | +0.08% | -11.13% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.10% | -0.30% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.01% | +1.29% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 0.62% | -0.04% | +0.43% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.61% | -0.04% | -0.46% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.25% | -4.85% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.02% | -7.54% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.55% | -0.06% | +4.94% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | +2.67% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.51% | -0.09% | +0.01% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.02% | +6.07% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.48% | -0.04% | +0.01% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | -0.02% | +18.98% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.09% | -4.41% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.43% | +7.93% | -33.55% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | -0.02% | -11.78% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | +0.01% | +26.71% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.04% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | +19.50% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.32% | +0.01% | +10.70% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.32% | -0.01% | -3.69% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.31% | — | -8.88% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.08% | -4.54% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.30% | -0.14% | +148.04% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.29% | -0.03% | -5.27% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | -7.06% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.02% | +4.98% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.25% | -0.04% | -0.51% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.24% | -0.09% | EXIT | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.24% | +0.02% | -31.43% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.24% | -0.01% | -1.96% | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.23% | -0.07% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.17% | +1.82% | |
| 50 | HUMA | Humacyte Inc | Stock-Other | 0.18% | — | — |
According to official SEC Form 13F filings, LJI Wealth Management, LLC reported a total U.S. public equity portfolio value of $713.9M across 180 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SLQD, VTI) accounted for 36.3% of total reported equity market value during Q4 2024.
During Q4 2024, LJI Wealth Management, LLC's top holdings by market value included ITOT (24.9%)、SLQD (10.5%)、VTI (6.7%). The largest single position, ITOT, represented 24.9% of total portfolio value.
In Q4 2024, LJI Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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