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Home > Institutional Investor > Lji Wealth Management, Llc > Profile

Instuitional Investor - Lji Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lji Wealth Management, Llc
Portfolio Value $386,074,557
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 828,960 $87,231,452 22.59%
2.
Ishares Tr
 734,297 $36,127,404 9.35%
3.
Fidelity Comwlth Tr
 354,978 $21,028,872 5.44%
4.
Ishares Tr
 295,497 $14,958,036 3.87%
5.
Ishares Trust
 IEF 72,785 $14,608,704 3.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)