Sja Financial Advisory, LLC Portfolio Holdings by Sector
Sja Financial Advisory, LLC
- $146 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA IVV IVE BND IVW IJK IEMG VEA 40 stocks |
$143,835
98.45% of portfolio
|
22
|
18
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$2,263
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|