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
+10.37%
+6.58%
56,162.6
 
VOO
Vanguard S&P 500 ETF
376,933
153,517.1
+55.60%
7.420
+2.65%
0.050
+10.24%
+6.54%
611,533.3
 
SGOV
iShares 0-3 Month Treasury Bond ETF
1,323,537
133,187.5
+28.01%
6.430
+1.41%
1.300
+1.05%
+2.12%
49,697.4
 
QQQ
INVESCO QQQ Trust
218,352
80,663.6
+1.55%
3.900
+0.06%
0.040
+15.81%
+8.02%
353,751.3
 
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
+1.02%
+2.11%
18,523.0
 
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
+7.21%
+6.61%
4,935.2
 
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
+1.00%
+2.06%
3,846.0
 
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
+0.80%
+3.83%
128,518.3
 
SCHF
Schwab International Equity ETF
1,723,880
61,456.3
-27.01%
2.970
-1.16%
0.190
+11.93%
+20.52%
49,062.3
 
SCHM
Schwab U.S. Mid-Cap ETF
862,311
61,249.9
+3.33%
2.960
+0.10%
0.620
+7.32%
+3.70%
11,761.2
 

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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