$285 Million is the total value of LJI Wealth Management, LLC's 149 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-02
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.