LJI Wealth Management, LLC
192 holdingsFiling period: 2026-03-31Current AUM: $700.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.22M | $174.0M | $199.8M | 28.54% | +12.6K | 2026-03-31 |
| 2 | SLQD | ISHARES TR | 1.37M | $69.1M | $68.6M | 9.80% | +59.3K | 2026-03-31 |
| 3 | FLOT | ISHARES TR | 651.5K | $33.2M | $33.3M | 4.75% | -3,874 | 2026-03-31 |
| 4 | ONEQ | FIDELITY COMWLTH TR | 383.3K | $32.5M | $38.3M | 5.48% | +14.5K | 2026-03-31 |
| 5 | IWM | ISHARES TR | 122.1K | $30.3M | $35.6M | 5.08% | +5.2K | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 83.1K | $26.7M | $30.6M | 4.37% | -3,208 | 2026-03-31 |
| 7 | YYY | AMPLIFY ETF TR | 1.78M | $19.6M | $20.0M | 2.86% | +69.0K | 2026-03-31 |
| 8 | IWR | ISHARES TR | 194.5K | $18.9M | $21.3M | 3.05% | +13.2K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 59.9K | $15.2M | $18.5M | 2.64% | +372 | 2026-03-31 |
| 10 | IVOG | VANGUARD ADMIRAL FDS INC | 121.5K | $15.2M | $16.9M | 2.42% | +4.3K | 2026-03-31 |
| 11 | QQQ | INVESCO QQQ TR | 26.2K | $15.1M | $18.0M | 2.58% | +771 | 2026-03-31 |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | 33.7K | $7.7M | $9.1M | 1.30% | +544 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 25.5K | $7.5M | $9.0M | 1.28% | -1,811 | 2026-03-31 |
| 14 | LLY | ELI LILLY & CO | 6.7K | $6.1M | $7.7M | 1.10% | -717 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 9.3K | $6.0M | $6.9M | 0.99% | +156 | 2026-03-31 |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | 57.9K | $5.8M | $6.8M | 0.97% | +650 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 32.3K | $5.6M | $6.5M | 0.93% | -81 | 2026-03-31 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | 37.8K | $5.5M | $4.7M | 0.66% | +149 | 2026-03-31 |
| 19 | SUB | ISHARES TR | 40.0K | $4.3M | $4.2M | 0.61% | +9.8K | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 8.9K | $3.3M | $4.1M | 0.59% | +172 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 14.9K | $3.1M | $4.1M | 0.58% | +724 | 2026-03-31 |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | 45.5K | $2.7M | $2.7M | 0.38% | -7,315 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 4.7K | $2.7M | $2.6M | 0.38% | -134 | 2026-03-31 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | 35.2K | $2.5M | $2.9M | 0.41% | -37,736 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 4.2K | $2.5M | $2.9M | 0.41% | +772 | 2026-03-31 |
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