Sja Financial Advisory, LLC Portfolio Holdings by Sector
Sja Financial Advisory, LLC
- $145 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA IVV BND IVE IVW IJK IEMG VEA 38 stocks |
$143,397
98.78% of portfolio
|
20
|
18
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,764
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|