Sja Financial Advisory, LLC has filed its 13F form on November 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $21M, Ishares Core S&P 500 ETF with a value of $14.9M, Ishares S&P 500 Value ETF with a value of $11.9M, Vanguard Bd Index Fd Inc Total with a value of $11M, and Ishares S&P 500 Growth ETF with a value of $10.3M.
Examining the 13F form we can see an increase of $9.92M in the current position value, from $136M to 146M.
Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.
