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  Name: LJI Wealth Management LLC
  City: Indianapolis
  State: IN
  Zip: 46220
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $386,557,000
  Total Value Change : $567,000
  Securities Held Change : -17
   
All Securities Held : 152
  New Positions : 13
  Closed Positions : 30
  Increased Positions : 76
  Unchanged Positions : 21
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 123 New $59.19 $268,000 4,406 0.07% 268,000 4,406 0.002    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 128 New $43.51 $245,000 5,873 0.06% 245,000 5,873 0    Closed - End Fund - E...
   (PI)1 Year Chart         PI Impinj Inc 129 New $166.14 $231,000 1,800 0.06% 231,000 1,800 0.006    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 131 New $39.51 $227,000 5,830 0.06% 227,000 5,830 0.001    Closed - End Fund - Debt
   (MA)1 Year Chart         MA MasterCard Inc A 135 New $443.19 $221,000 459 0.06% 221,000 459 0    Business Services
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 136 New $214.21 $220,000 1,065 0.06% 220,000 1,065 0    Semiconductor Equipme...
   (ECL)1 Year Chart         ECL Ecolab Inc 137 New $232.92 $220,000 953 0.06% 220,000 953 0    Cleaning Products
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 138 New $300.50 $219,000 729 0.06% 219,000 729 0.002    Closed - End Fund - E...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 139 New $231.39 $218,000 822 0.06% 218,000 822 0.001    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 142 New $165.28 $208,000 1,090 0.05% 208,000 1,090 0    Diversified Computer ...
   (SNPE)1 Year Chart         SNPE Xtrackers S&p 500 Esg Etf 143 New $0.00 $205,000 4,280 0.05% 205,000 4,280 0.048    N/A
   (EUFN)1 Year Chart         EUFN Ishares Msci Europe Financi... 144 New $24.25 $205,000 9,005 0.05% 205,000 9,005 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 146 New $154.95 $201,000 1,474 0.05% 201,000 1,474 0    Semiconductor - Integ...
      13 Records Found
  1    
Page 1 of 1
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