AW

AJ WEALTH STRATEGIES, LLC

13F
AJ WEALTH STRATEGIES, LLC
Last update 2023-07-20 297 Stocks (24 new)
Value $2.07 Bil Turnover 15 %
Countries:
Top Holdings: SCHX(9.59%)VOO(7.42%)SGOV(6.43%)QQQ(3.90%)USFR(3.72%)
Summary Stock Picks Current Portfolio
AJ WEALTH STRATEGIES, LLC Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
3,792,444
198,610.3
+7.47%
9.590
+0.67%
0.600
+16.52%
+6.93%
56,386.2
 
VOO
Vanguard S&P 500 ETF
376,933
153,517.1
+55.60%
7.420
+2.65%
0.050
+16.10%
+6.83%
655,038.2
 
SGOV
iShares 0-3 Month Treasury Bond ETF
1,323,537
133,187.5
+28.01%
6.430
+1.41%
1.300
+1.05%
+2.28%
50,967.0
 
QQQ
INVESCO QQQ Trust
218,352
80,663.6
+1.55%
3.900
+0.06%
0.040
+21.69%
+9.18%
354,881.2
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
1,529,063
76,942.4
+16.96%
3.720
+0.54%
0.500
+1.15%
+2.31%
18,625.9
 
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
1,505,239
73,726.6
-9.04%
3.560
-0.36%
2.290
+9.90%
+6.30%
4,911.4
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
682,188
67,850.4
+2.30%
3.280
+0.07%
3.730
+0.98%
+2.20%
3,806.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
672,957
65,916.1
+10.64%
3.180
+0.31%
0.080
+0.92%
+2.86%
127,509.9
 
SCHF
Schwab International Equity ETF
1,723,880
61,456.3
-27.01%
2.970
-1.16%
0.190
+12.34%
+18.83%
48,375.6
 
SCHM
Schwab U.S. Mid-Cap ETF
862,311
61,249.9
+3.33%
2.960
+0.10%
0.620
+15.09%
+2.51%
11,653.4
 

AJ WEALTH STRATEGIES, LLC's Historical Top Holdings Breakdowns

AJ WEALTH STRATEGIES, LLC Total Holding History ($B)

To

AJ WEALTH STRATEGIES, LLC's Asset Allocation

To

AJ WEALTH STRATEGIES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AJ WEALTH STRATEGIES, LLC's Hypothetical Growth since 2023-06-30

AJ WEALTH STRATEGIES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AJ WEALTH STRATEGIES, LLC's Holdings Heat Map

Size field:

AJ WEALTH STRATEGIES, LLC's Holdings Bubble Chart

AJ WEALTH STRATEGIES, LLC News

  • 1

Discussions on AJ WEALTH STRATEGIES, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.