Lji Wealth Management, LLC Incresed Positions in Q2 2025

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
240
+ 1.03%
$23.37 - $29.39 $5.61K - $7.05K
23.6K $694M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
922
+ 27.55%
$77.74 - $78.78 $71.7K - $72.6K
4.27K $336M
WMT
Walmart Inc.

Consumer Defensive
60
+ 0.89%
$81.79 - $99.98 $4.91K - $6K
6.77K $662M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.34%
$498.8 - $620.9 $2K - $2.48K
1.17K $725M
ASML
Asml Holding Nv

Technology
4
+ 0.82%
$595.37 - $815.24 $2.38K - $3.26K
492 $394M
ILCG
Ishares Morningstar Growth ETF
6
+ 0.14%
N/A
4.36K $422M
TGT
Target Corp

Consumer Defensive
900
+ 26.0%
$88.76 - $105.77 $79.9K - $95.2K
4.36K $430M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
163
+ 1.62%
$114.78 - $133.31 $18.7K - $21.7K
10.2K $1.36B
HBAN
Huntington Bancshares Inc

Financial Services
2K
+ 13.66%
$12.49 - $16.76 $25K - $33.5K
16.6K $279M
VGIT
Vanguard Intermediate Term Tre

ETFs
620
+ 1.52%
$58.63 - $59.9 $36.4K - $37.1K
41.4K $2.47B
AVDV
American Centy ETF Tr Avantis

ETFs
131
+ 3.47%
$61.76 - $79.32 $8.09K - $10.4K
3.91K $310M
KRE
Spdr S&P Regional Banking ETF

ETFs
150
+ 1.05%
$48.81 - $59.48 $7.32K - $8.92K
14.4K $858M
NVO
Novo Nordisk A S

Healthcare
500
+ 10.8%
$58.08 - $81.05 $29K - $40.5K
5.13K $354M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6
+ 0.06%
$24.94 - $31.15 $150 - $187
9.6K $298M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
249
+ 5.79%
$51.16 - $62.02 $12.7K - $15.4K
4.55K $282M
Dimensional ETF Trust
582
+ 2.25%
N/A
26.4K $709M
XLE
Energy Sector Spdr

ETFs
706
+ 19.69%
$76.44 - $94.13 $54K - $66.5K
4.29K $364M
SUB
Ishares Short Term National Mu

ETFs
39
+ 0.13%
$104.77 - $106.34 $4.09K - $4.15K
29.6K $3.14B
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 2.16%
$168.34 - $195.42 $8.42K - $9.77K
2.36K $462M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
212
+ 2.4%
$46.77 - $47.89 $9.92K - $10.2K
9.04K $429M
CRM
Salesforce, Inc.

Technology
3
+ 0.17%
$236.26 - $291.15 $709 - $873
1.73K $472M
VGSH
Vanguard

ETFs
2
+ 0.01%
$58.32 - $58.95 $117 - $118
28.7K $1.68B
INTC
Intel Corp

Technology
240
+ 2.13%
$18.13 - $22.69 $4.35K - $5.45K
11.5K $258M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.55K
+ 15.17%
$2.06 - $3.0 $3.19K - $4.65K
11.8K $28.4M
VZ
Verizon Communications Inc

Communication Services
7
+ 0.08%
$41.67 - $45.62 $292 - $319
9.29K $402M
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 1
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