CJ

C-J Advisory, Inc.

13F
C-J Advisory, Inc.
Last update 2021-10-13 34 Stocks (4 new)
Value $189.00 Mil Turnover 29 %
Countries:
Top Holdings: TILT(18.35%)VV(8.55%)TLTD(7.26%)IWL(7.10%)AGG(6.89%)
Summary Stock Picks Current Portfolio
C-J Advisory, Inc. Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TILT
FlexShares Morningstar US Market Factors Tilt Inde
FlexShares Morningstar US Market Factors Tilt Inde
205,348
34,662.0
New Holding
18.350
+18.35%
2.180
+16.14%
+6.14%
1,732.6
 
VV
Vanguard Large Cap ETF
80,346
16,143.0
+1.44%
8.550
+0.12%
0.060
+16.96%
+7.69%
38,790.3
 
TLTD
FlexShares Morningstar Developed Markets ex-US Fac
FlexShares Morningstar Developed Markets ex-US Fac
190,898
13,702.0
New Holding
7.260
+7.26%
2.170
+16.31%
+23.98%
520.4
 
IWL
iShares Russell Top 200 ETF
130,101
13,405.0
+0.09%
7.100
+0.01%
1.330
+17.61%
+7.56%
1,742.4
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
113,323
13,012.0
+6.87%
6.890
+0.44%
0.010
+0.07%
+3.61%
128,257.8
 
ADSK
Autodesk Inc
36,876
10,515.0
0%
5.570
0%
0.020
+23.14%
+7.14%
67,747.7
Software
BSV
Vanguard Short-Term Bond ETF
121,992
9,996.0
+7.34%
5.290
+0.36%
0.030
+0.70%
+3.17%
38,481.4
 
IEFA
iShares Core MSCI EAFE ETF
128,918
9,572.0
+4.49%
5.070
+0.22%
0.010
+14.34%
+21.05%
143,058.9
 
DSI
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
99,109
8,246.0
-2.01%
4.370
-0.12%
0.210
+19.01%
+7.26%
4,747.8
 
SUSA
MSCI USA ESG Select ETF
61,487
5,899.0
-1.72%
3.120
-0.08%
0.150
+15.93%
+5.83%
3,611.9
 

C-J Advisory, Inc.'s Historical Top Holdings Breakdowns

C-J Advisory, Inc. Total Holding History ($B)

To

C-J Advisory, Inc.'s Asset Allocation

To

C-J Advisory, Inc. Past Portfolios

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

Top Ranked Articles

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C-J Advisory, Inc.'s Hypothetical Growth since 2021-09-30

C-J Advisory, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

C-J Advisory, Inc.'s Holdings Heat Map

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C-J Advisory, Inc.'s Holdings Bubble Chart

C-J Advisory, Inc. News

  • 1

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