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LJI Wealth Management, LLC

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LJI Wealth Management, LLC
Last update 2025-05-02 182 Stocks (8 new)
Value $502.00 Mil Turnover 4 %
Countries:
LJI Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
1,037,692
126,608.9
+5.41%
25.210
+1.29%
0.200
+20.01%
+7.44%
72,171.6
 
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
1,104,378
55,528.1
+2.77%
11.060
+0.30%
2.510
+1.72%
+3.49%
2,289.9
 
VTI
Vanguard Total Stock Market ETF
115,585
31,767.3
-0.85%
6.330
-0.06%
0.010
+19.82%
+7.35%
476,615.2
 
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
331,559
22,567.6
+4.00%
4.490
+0.17%
0.340
+28.68%
+8.49%
8,200.5
 
IWM
iShares Russell 2000 ETF
103,822
20,711.4
+8.08%
4.120
+0.31%
0.030
+19.55%
+1.12%
66,553.7
 
FLOT
iShares Floating Rate Bond ETF
350,600
17,898.2
+4.15%
3.560
+0.14%
0.200
+1.71%
+2.68%
8,981.5
 
YYY
Amplify High Income ETF
1,282,507
14,633.4
+3.64%
2.910
+0.10%
2.720
+11.49%
+8.18%
579.1
 
AAPL
Apple Inc
65,257
14,495.6
-1.85%
2.890
-0.06%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IWR
iShares Russell Mid-Cap ETF
160,971
13,693.8
+8.99%
2.730
+0.23%
0.040
+17.12%
+6.87%
43,057.9
 
QQQ
INVESCO QQQ Trust
27,868
13,067.7
+2.81%
2.600
+0.07%
0.000
+26.52%
+10.07%
357,775.2
 

LJI Wealth Management, LLC's Historical Top Holdings Breakdowns

LJI Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Add
Add
+1.29%
120.29 ($128.89) 134.6
$137.38
6.59%
Add 5.41%
1,037,692
53,298
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.31%
198.1 ($216.92) 229.79
$222.33
2.49%
Add 8.08%
103,822
7,758
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
2025-03-31
Add
Add
+0.30%
49.6 ($49.97) 50.28
$50.44
0.94%
Add 2.77%
1,104,378
29,791
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.24%
59.61 ($63.9) 66.74
$68.13
6.62%
Add 83.29%
43,636
19,829
IWR
iShares Russell Mid-Cap ETF
2025-03-31
Add
Add
+0.23%
82.81 ($89.19) 92.93
$93.91
5.29%
Add 8.99%
160,971
13,281
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
2025-03-31
Add
Add
+0.17%
68.07 ($74.63) 78.99
$82.28
10.25%
Add 4%
331,559
12,762
SNOW
Snowflake Inc
2025-03-31
New Buy
New Buy
+0.15%
146.16 ($169.7) 192.78
$216.89
27.81%
New holding
5,300
5,300
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.14%
50.87 ($50.99) 51.09
$51.00
0.02%
Add 4.15%
350,600
13,969
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.11%
63.17 ($72.04) 81.49
$90.59
25.75%
Add 181.5%
11,547
7,445
YYY
Amplify High Income ETF
2025-03-31
Add
Add
+0.10%
11.41 ($11.75) 12.01
$11.71
-0.34%
Add 3.64%
1,282,507
45,103

LJI Wealth Management, LLC Total Holding History ($B)

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LJI Wealth Management, LLC's Asset Allocation

To

LJI Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

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LJI Wealth Management, LLC's Hypothetical Growth since 2025-03-31

LJI Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LJI Wealth Management, LLC's Holdings Heat Map

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LJI Wealth Management, LLC's Holdings Bubble Chart

LJI Wealth Management, LLC News

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