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| Name: |
LJI Wealth Management LLC |
| City: |
Indianapolis |
| State: |
IN |
| Zip: |
46220 |
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data |
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| Holdings
Found :
11 |
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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 |
|
HYG |
iShares iBoxx $ High Yield ... |
58 |
New |
$77.18 |
$806,000 |
10,411 |
0.21% |
806,000 |
10,411 |
0 |
Closed - End Fund - E... |
|
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AVUV |
Avantis Us Small Cap Value Etf |
65 |
New |
$91.61 |
$710,000 |
7,909 |
0.18% |
710,000 |
7,909 |
0.009 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
142 |
New |
$71.56 |
$255,000 |
3,469 |
0.07% |
255,000 |
3,469 |
0 |
Closed - End Fund - E... |
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UBER |
Uber Technologies, Inc |
146 |
New |
$70.43 |
$240,000 |
3,898 |
0.06% |
240,000 |
3,898 |
0 |
N/A |
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IBCP |
Independent Bank Corp |
149 |
New |
$25.30 |
$234,000 |
9,000 |
0.06% |
234,000 |
9,000 |
0 |
Domestic Regional Banks |
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XLK |
SPDR Technology Sector |
152 |
New |
$204.26 |
$218,000 |
1,135 |
0.06% |
218,000 |
1,135 |
0 |
Closed - End Fund - E... |
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SCHW |
Charles Schwab Corp |
154 |
New |
$75.54 |
$213,000 |
3,102 |
0.06% |
213,000 |
3,102 |
0 |
Investment Brokerage ... |
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DGRO |
iShares Core Dividend Growth |
156 |
New |
$57.01 |
$206,000 |
3,832 |
0.05% |
206,000 |
3,832 |
0.001 |
N/A |
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DVY |
iShares Dow Select Div |
157 |
New |
$122.44 |
$204,000 |
1,737 |
0.05% |
204,000 |
1,737 |
0.001 |
Closed - End Fund - E... |
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PG |
Procter & Gamble Co |
160 |
New |
$165.76 |
$201,000 |
1,373 |
0.05% |
201,000 |
1,373 |
0.024 |
Cleaning Products |
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PCT |
Purecycle Technologies, Inc. |
163 |
New |
$0.00 |
$146,000 |
36,000 |
0.04% |
146,000 |
36,000 |
0.03 |
N/A |
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