Lji Wealth Management, LLC Incresed Positions in Q4 2024

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
65.9K
+ 130.05%
$280.04 - $302.45 $18.5M - $19.9M
117K $33.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
71.3K
+ 7.81%
$124.26 - $134.12 $8.86M - $9.56M
984K $127B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
184K
+ 20.62%
$49.58 - $50.28 $9.11M - $9.24M
1.07M $53.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 148.04%
$61.52 - $66.5 $874K - $945K
23.8K $1.52B
YYY
Amplify ETF Tr High Income ETF

ETFs
137K
+ 12.45%
$11.52 - $12.3 $1.58M - $1.68M
1.24M $14.3B
AVUV
American Centy ETF Tr Avantis

ETFs
3.92K
+ 18.98%
$94.37 - $106.41 $370K - $417K
24.6K $2.37B
MUB
Ishares National Muni Bond ETF

ETFs
3.66K
+ 26.71%
$105.78 - $108.7 $387K - $398K
17.4K $1.85B
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 4.49%
$213.65 - $479.86 $17.9K - $40.3K
1.95K $789M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
502
+ 19.5%
$521.84 - $558.82 $262K - $281K
3.08K $1.66B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.21K
+ 10.7%
$69.3 - $74.3 $153K - $165K
22.9K $1.64B
GOOG
Alphabet Inc.

Communication Services
98
+ 1.82%
$163.08 - $198.16 $16K - $19.4K
5.47K $1.04B
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.54K
+ 6.07%
$30.18 - $33.87 $137K - $154K
79.3K $2.44B
META
Meta Platforms, Inc.

Communication Services
123
+ 2.67%
$554.08 - $632.68 $68.2K - $77.8K
4.74K $2.77B
SUB
Ishares Short Term National Mu

ETFs
1.26K
+ 4.94%
$104.94 - $106.2 $132K - $134K
26.7K $2.82B
CRM
Salesforce, Inc.

Technology
26
+ 1.63%
$270.87 - $367.87 $7.04K - $9.56K
1.62K $542M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.6K
+ 26.21%
$71.75 - $75.11 $115K - $120K
7.72K $555M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
882
+ 21.09%
$61.68 - $67.87 $54.4K - $59.9K
5.06K $316M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 1.84%
$471.27 - $550.62 $9.9K - $11.6K
1.16K $606M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
43
+ 2.75%
$172.07 - $207.36 $7.4K - $8.92K
1.61K $317M
IBM
International Business Machines Corp

Technology
214
+ 19.63%
$204.9 - $238.04 $43.8K - $50.9K
1.3K $287M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.21K
+ 4.98%
$49.79 - $51.14 $60.4K - $62.1K
25.6K $1.28B
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.52%
$873.59 - $994.69 $4.37K - $4.97K
968 $887M
Dimensional ETF Trust
1.48K
+ 8.75%
N/A
18.3K $551M
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 1.12%
$570.51 - $610.59 $8.56K - $9.16K
1.36K $799M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
290
+ 6.67%
$51.94 - $55.55 $15.1K - $16.1K
4.64K $247M
MA
Mastercard Inc

Financial Services
4
+ 0.84%
$491.3 - $536.15 $1.97K - $2.14K
480 $253M
DFAT
Dimensional ETF Tr U S Target

ETFs
242
+ 0.43%
$54.54 - $61.04 $13.2K - $14.8K
56.2K $3.13B
CVX
Chevron Corp

Energy
155
+ 3.61%
$141.15 - $162.53 $21.9K - $25.2K
4.45K $645M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.75K
+ 1.83%
$112.69 - $123.97 $197K - $217K
97.3K $11B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
300
+ 3.4%
$47.65 - $48.6 $14.3K - $14.6K
9.13K $436M
PM
Philip Morris International Inc.

Consumer Defensive
73
+ 3.4%
$118.38 - $133.06 $8.64K - $9.71K
2.22K $267M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
32
+ 0.97%
$77.02 - $78.58 $2.46K - $2.51K
3.33K $257M
ORCL
Oracle Corp

Technology
66
+ 1.32%
$165.41 - $192.43 $10.9K - $12.7K
5.05K $841M
AVDV
American Centy ETF Tr Avantis

ETFs
19
+ 0.55%
$63.85 - $70.4 $1.21K - $1.34K
3.48K $227M
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 1.26%
$385.02 - $431.37 $8.09K - $9.06K
1.69K $657M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.03%
$25.61 - $28.0 $76.8 - $84
9.72K $251M
EFA
Ishares Tr Msci Eafe ETF

ETFs
312
+ 5.33%
$75.1 - $82.99 $23.4K - $25.9K
6.16K $466M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.84K
+ 99.73%
$18.41 - $40.87 $108K - $239K
11.7K $217M
MSFT
Microsoft Corp

Technology
118
+ 1.29%
$406.35 - $454.46 $47.9K - $53.6K
9.27K $3.91B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.14%
$131.66 - $144.0 $658 - $720
3.51K $464M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3
+ 0.01%
$47.26 - $48.18 $142 - $145
51.5K $2.44B
DISV
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$26.18 - $28.77 $78.5 - $86.3
17.7K $470M
DFAX
Dimensional ETF Tr
176
+ 0.76%
$24.76 - $27.04 $4.36K - $4.76K
23.4K $582M
ADBE
Adobe Inc.

Technology
1
+ 0.14%
$437.39 - $552.96 $437 - $553
703 $313M
UBER
Uber Technologies, Inc

Technology
56
+ 1.38%
$59.93 - $86.34 $3.36K - $4.84K
4.1K $247M
ASML
Asml Holding Nv

Technology
2
+ 0.41%
$658.43 - $872.27 $1.32K - $1.74K
490 $340M
Dimensional ETF Trust
484
+ 1.86%
N/A
26.5K $678M
IDEV
Ishares Core Msci Intl Develop

ETFs
104
+ 0.58%
$64.18 - $70.42 $6.67K - $7.32K
17.9K $1.15B
VGIT
Vanguard Intermediate Term Tre

ETFs
6
+ 0.01%
$57.78 - $60.4 $347 - $362
44.8K $2.6B
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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