$308 Million is the total value of AJ WEALTH STRATEGIES, LLC's 80 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IPXL | Exit | IMPAX LABORATORIES INC | $0 | – | -10,000 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-19
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB U.S. LARGE-CAP ETF | 27 | Q2 2023 | 18.8% |
ISHARES TR | 27 | Q2 2023 | 14.1% |
VANGUARD S&P 500 ETF | 27 | Q2 2023 | 7.4% |
ISHARES TR | 27 | Q2 2023 | 11.1% |
SCHWAB STRATEGIC TR | 27 | Q2 2023 | 6.9% |
SCHWAB U.S. SMALL-CAP ETF | 27 | Q2 2023 | 6.0% |
SCHWAB U.S. MID-CAP ETF | 27 | Q2 2023 | 4.4% |
SPDR S&P 500 ETF TR | 27 | Q2 2023 | 3.5% |
SPDR SER TR | 27 | Q2 2023 | 3.0% |
SCHWAB US AGGREGATE BOND ETF | 27 | Q2 2023 | 4.1% |
View AJ WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-20 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-13 |
13F-HR | 2022-01-26 |
13F-HR | 2021-10-20 |
13F-HR | 2021-08-16 |
13F-HR | 2021-05-06 |
View AJ WEALTH STRATEGIES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.