Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 1 | Q4 2022 | 20.3% |
ISHARES TR | 1 | Q4 2022 | 11.2% |
ISHARES TR | 1 | Q4 2022 | 5.2% |
FIDELITY COMWLTH TR | 1 | Q4 2022 | 4.8% |
ISHARES TR | 1 | Q4 2022 | 4.0% |
AMPLIFY ETF TR | 1 | Q4 2022 | 3.4% |
APPLE INC | 1 | Q4 2022 | 3.1% |
ISHARES TR | 1 | Q4 2022 | 2.8% |
INVESCO QQQ TR | 1 | Q4 2022 | 2.6% |
VANGUARD SCOTTSDALE FDS | 1 | Q4 2022 | 2.6% |
View LJI Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
13F-HR | 2024-02-02 |
13F-HR | 2024-02-02 |
13F-HR | 2024-02-02 |
13F-HR | 2024-01-02 |
View LJI Wealth Management, 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.