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Home > Institutional Investor > Sja Financial Advisory, Llc > 13F Holdings

Instuitional Investor - Sja Financial Advisory, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 260,496 $25,158,718 15.36%
2.
Ishares Trust
 IEF 22,921 $17,165,290 10.48%
3.
Ishares Trust
 IEF 86,311 $11,870,400 7.25%
4.
Ishares Trust
 IEF 51,478 $11,688,642 7.14%
5.
Vanguard Bond Index Funds
 BND 156,950 $11,521,667 7.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.