Sja Financial Advisory, LLC Portfolio Holdings by Sector
Sja Financial Advisory, LLC
- $133 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA IVV BND IVE IVW IJK IEMG VEA 37 stocks |
$130,934
98.5% of portfolio
|
8
|
27
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,998
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|