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
+11.02%
+6.06%
55,923.6
 
VOO
Vanguard S&P 500 ETF
376,933
153,517.1
+55.60%
7.420
+2.65%
0.050
+10.87%
+6.12%
630,137.4
 
SGOV
iShares 0-3 Month Treasury Bond ETF
1,323,537
133,187.5
+28.01%
6.430
+1.41%
1.300
+1.06%
+2.10%
49,490.9
 
QQQ
INVESCO QQQ Trust
218,352
80,663.6
+1.55%
3.900
+0.06%
0.040
+17.77%
+8.19%
352,718.6
 
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
+1.04%
+2.11%
18,569.8
 
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
+8.59%
+6.98%
4,958.1
 
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
+0.99%
+2.04%
3,917.5
 
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
+1.27%
+4.05%
128,444.6
 
SCHF
Schwab International Equity ETF
1,723,880
61,456.3
-27.01%
2.970
-1.16%
0.190
+12.47%
+20.25%
48,708.4
 
SCHM
Schwab U.S. Mid-Cap ETF
862,311
61,249.9
+3.33%
2.960
+0.10%
0.620
+7.45%
+1.89%
11,552.4
 

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

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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

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AJ WEALTH STRATEGIES, LLC's Holdings Bubble Chart

AJ WEALTH STRATEGIES, LLC News

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