LJI Wealth Management, LLC Diversified Active

CIK: 0001988563 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $386,075 (100.0% shares, 0.0% debt)

Holdings (170)

ITOT ISHARES TR 22.6%
Value ($000) $87,231 Shares 828,960 Est. Cost $57.30 Unrealized
SLQD ISHARES TR 9.4%
Value ($000) $36,127 Shares 734,297 Est. Cost $47.89 Unrealized
ONEQ FIDELITY COMWLTH TR 5.4%
Value ($000) $21,029 Shares 354,978 Est. Cost $41.54 Unrealized
FLOT ISHARES TR 3.9%
Value ($000) $14,958 Shares 295,497 Est. Cost $50.33 Unrealized
IWM ISHARES TR 3.8%
Value ($000) $14,609 Shares 72,785 Est. Cost $174.66 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $13,354 Shares 69,361 Est. Cost $141.58 Unrealized +29.1%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $11,450 Shares 27,960 Est. Cost $270.67 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $10,785 Shares 45,463 Est. Cost $199.67 Unrealized
YYY AMPLIFY ETF TR 2.8%
Value ($000) $10,682 Shares 919,254 Est. Cost $11.63 Unrealized
IWR ISHARES TR 2.7%
Value ($000) $10,465 Shares 134,637 Est. Cost $67.79 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $10,054 Shares 54,773 Est. Cost $157.42 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 2.1%
Value ($000) $8,296 Shares 84,451 Est. Cost $124.05 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $7,608 Shares 88,988 Est. Cost $71.40 Unrealized
SUB ISHARES TR 1.6%
Value ($000) $6,122 Shares 58,068 Est. Cost $104.96 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $4,769 Shares 28,036 Est. Cost $129.84 Unrealized +11.6%
VTWO VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $4,396 Shares 54,200 Est. Cost $74.10 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,883 Shares 8,169 Est. Cost $402.46 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $3,742 Shares 6,419 Est. Cost $412.31 Unrealized +39.5%
ISTB ISHARES TR 0.9%
Value ($000) $3,651 Shares 76,763 Est. Cost $46.44 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,505 Shares 9,321 Est. Cost $302.18 Unrealized +15.9%
DWAS INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $3,492 Shares 41,681 Est. Cost $73.11 Unrealized
FFTY INNOVATOR ETFS TR 0.9%
Value ($000) $3,443 Shares 141,293 Est. Cost $21.88 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,149 Shares 60,178 Est. Cost $2.95 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,597 Shares 88,831 Est. Cost $4.14 Unrealized
SHM SPDR SER TR 0.7%
Value ($000) $2,595 Shares 54,290 Est. Cost $47.06 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,985 Shares 58,949 Est. Cost $31.59 Unrealized -12.6%
IEMG ISHARES INC 0.5%
Value ($000) $1,914 Shares 37,848 Est. Cost $3.49 Unrealized
XBI SPDR SER TR 0.5%
Value ($000) $1,855 Shares 20,772 Est. Cost $82.19 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,820 Shares 62,500 Est. Cost $1.62 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,810 Shares 11,916 Est. Cost $100.60 Unrealized +39.3%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,785 Shares 19,769 Est. Cost $88.24 Unrealized -2.3%
BA BOEING CO 0.4%
Value ($000) $1,669 Shares 6,404 Est. Cost $191.61 Unrealized +11.6%
META META PLATFORMS INC 0.4%
Value ($000) $1,525 Shares 4,308 Est. Cost $153.23 Unrealized +111.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,517 Shares 15,172 Est. Cost $96.30 Unrealized +1.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,458 Shares 26,511 Est. Cost $54.27 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,331 Shares 35,394 Est. Cost $34.05 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,266 Shares 25,720 Est. Cost $40.82 Unrealized +0.5%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,228 Shares 2,479 Est. Cost $27.48 Unrealized +68.5%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $1,227 Shares 24,039 Est. Cost $49.49 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $1,177 Shares 10,853 Est. Cost $105.55 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $1,167 Shares 8,192 Est. Cost $133.69 Unrealized -15.5%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,163 Shares 2,663 Est. Cost $357.27 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,040 Shares 27,955 Est. Cost $8.96 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $1,036 Shares 17,728 Est. Cost $47.69 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,023 Shares 29,759 Est. Cost $2.99 Unrealized
KRE SPDR SER TR 0.3%
Value ($000) $1,017 Shares 19,392 Est. Cost $56.05 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $994 Shares 19,788 Est. Cost $26.71 Unrealized +49.9%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $991 Shares 8,877 Est. Cost $107.38 Unrealized
IDEV ISHARES TR 0.2%
Value ($000) $956 Shares 15,024 Est. Cost $6.73 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $858 Shares 6,145 Est. Cost $98.94 Unrealized +34.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $857 Shares 5,467 Est. Cost $156.48 Unrealized -8.2%
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $855 Shares 5,330 Est. Cost $135.46 Unrealized -14.6%
NET CLOUDFLARE INC 0.2%
Value ($000) $828 Shares 9,950 Est. Cost $49.99 Unrealized +39.9%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $817 Shares 3,512 Est. Cost $227.62 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $815 Shares 47,440 Est. Cost $7.60 Unrealized +134.2%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $810 Shares 63,654 Est. Cost $11.39 Unrealized -12.4%
IVV ISHARES TR 0.2%
Value ($000) $807 Shares 1,689 Est. Cost $13.50 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $806 Shares 10,411 Est. Cost $77.39 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $803 Shares 13,531 Est. Cost $2.95 Unrealized
ENVX ENOVIX CORPORATION 0.2%
Value ($000) $798 Shares 63,700 Est. Cost $16.17 Unrealized -30.6%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $797 Shares 8,750 Est. Cost $71.13 Unrealized +21.9%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $775 Shares 3,093 Est. Cost $246.76 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $734 Shares 11,298 Est. Cost $15.54 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $719 Shares 10,223 Est. Cost $62.97 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $710 Shares 7,909 Est. Cost $89.80 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $696 Shares 6,753 Est. Cost $91.31 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $692 Shares 4,907 Est. Cost $100.49 Unrealized +34.0%
BSVO EA SERIES TRUST 0.2%
Value ($000) $689 Shares 32,792 Est. Cost $2.66 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $688 Shares 4,610 Est. Cost $152.32 Unrealized -9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $662 Shares 1,857 Est. Cost $298.41 Unrealized +17.6%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $625 Shares 12,010 Est. Cost $46.19 Unrealized +10.9%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $606 Shares 3,839 Est. Cost $30.71 Unrealized
CCS CENTURY CMNTYS INC 0.2%
Value ($000) $605 Shares 6,641 Est. Cost $70.45 Unrealized -1.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $593 Shares 1,908 Est. Cost $283.28 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $583 Shares 18,696 Est. Cost $31.01 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $579 Shares 4,980 Est. Cost $105.47 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $575 Shares 29,667 Est. Cost $18.77 Unrealized -19.9%
IVE ISHARES TR 0.1%
Value ($000) $571 Shares 3,282 Est. Cost $6.83 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $565 Shares 1,629 Est. Cost $282.35 Unrealized +4.0%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $559 Shares 22,904 Est. Cost $5.60 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $558 Shares 845 Est. Cost $473.46 Unrealized +21.1%
AGG ISHARES TR 0.1%
Value ($000) $551 Shares 5,549 Est. Cost $3.90 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $548 Shares 2,232 Est. Cost $190.19 Unrealized +10.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $545 Shares 3,695 Est. Cost $67.94 Unrealized +73.5%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $538 Shares 36,931 Est. Cost $14.40 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $531 Shares 12,083 Est. Cost $39.89 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $515 Shares 4,883 Est. Cost $99.80 Unrealized +6.9%
EFA ISHARES TR 0.1%
Value ($000) $510 Shares 6,774 Est. Cost $68.43 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $495 Shares 632 Est. Cost $420.30 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $479 Shares 12,950 Est. Cost $32.51 Unrealized -6.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $466 Shares 2,733 Est. Cost $152.18 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $459 Shares 17,648 Est. Cost $25.98 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $457 Shares 10,900 Est. Cost $40.90 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $442 Shares 3,540 Est. Cost $7.57 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $436 Shares 2,586 Est. Cost $136.16 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $435 Shares 4,208 Est. Cost $111.56 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $434 Shares 10,787 Est. Cost $38.97 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $423 Shares 12,695 Est. Cost $26.07 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $422 Shares 2,935 Est. Cost $106.18 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $417 Shares 2,332 Est. Cost $155.70 Unrealized +8.7%
ADBE ADOBE INC 0.1%
Value ($000) $413 Shares 693 Est. Cost $383.58 Unrealized +50.4%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $410 Shares 19,374 Est. Cost $20.53 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $407 Shares 5,128 Est. Cost $75.09 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $398 Shares 1,181 Est. Cost $243.83 Unrealized +22.3%
CRM SALESFORCE INC 0.1%
Value ($000) $398 Shares 1,511 Est. Cost $155.40 Unrealized +43.9%
IBB ISHARES TR 0.1%
Value ($000) $396 Shares 2,917 Est. Cost $131.29 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $392 Shares 1,838 Est. Cost $186.07 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $387 Shares 11,000 Est. Cost $1.94 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $385 Shares 2,330 Est. Cost $2.04 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $383 Shares 1,542 Est. Cost $185.65 Unrealized +28.0%
V VISA INC 0.1%
Value ($000) $381 Shares 1,464 Est. Cost $203.67 Unrealized +19.2%
NFLX NETFLIX INC 0.1%
Value ($000) $378 Shares 777 Est. Cost $34.84 Unrealized +25.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $372 Shares 3,873 Est. Cost $87.64 Unrealized +5.2%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $369 Shares 16,031 Est. Cost $23.91 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $369 Shares 488 Est. Cost $553.45 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $367 Shares 2,098 Est. Cost $201.86 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $361 Shares 13,997 Est. Cost $7.99 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $359 Shares 1,919 Est. Cost $151.65 Unrealized +6.5%
AVGO BROADCOM INC 0.1%
Value ($000) $357 Shares 320 Est. Cost $60.75 Unrealized +51.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $352 Shares 9,345 Est. Cost $30.94 Unrealized +0.2%
IWP ISHARES TR 0.1%
Value ($000) $350 Shares 3,348 Est. Cost $85.55 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $345 Shares 4,587 Est. Cost $58.50 Unrealized
AME AMETEK INC 0.1%
Value ($000) $344 Shares 2,087 Est. Cost $129.81 Unrealized +15.8%
PFE PFIZER INC 0.1%
Value ($000) $343 Shares 11,925 Est. Cost $36.03 Unrealized -26.7%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $341 Shares 4,427 Est. Cost $5.72 Unrealized
WMT WALMART INC 0.1%
Value ($000) $340 Shares 2,158 Est. Cost $46.40 Unrealized +11.3%
IVLU ISHARES TR 0.1%
Value ($000) $334 Shares 12,596 Est. Cost $2.48 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $333 Shares 1,125 Est. Cost $213.34 Unrealized +17.8%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $318 Shares 2,231 Est. Cost $93.48 Unrealized +15.9%
ABBV ABBVIE INC 0.1%
Value ($000) $307 Shares 1,983 Est. Cost $134.15 Unrealized +1.2%
MRK MERCK & CO INC 0.1%
Value ($000) $306 Shares 2,806 Est. Cost $93.60 Unrealized +3.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $294 Shares 7,300 Est. Cost $34.99 Unrealized -0.5%
KLAC KLA CORP 0.1%
Value ($000) $290 Shares 499 Est. Cost $407.84 Unrealized +25.3%
ABT ABBOTT LABS 0.1%
Value ($000) $289 Shares 2,624 Est. Cost $97.68 Unrealized -1.6%
ILCG ISHARES TR 0.1%
Value ($000) $288 Shares 4,240 Est. Cost $62.34 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $286 Shares 5,816 Est. Cost $41.63 Unrealized +9.1%
SRE SEMPRA 0.1%
Value ($000) $284 Shares 3,798 Est. Cost $68.21 Unrealized -2.2%
FDX FEDEX CORP 0.1%
Value ($000) $273 Shares 1,080 Est. Cost $191.16 Unrealized +26.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 3,258 Est. Cost $87.82 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $263 Shares 557 Est. Cost $484.45 Unrealized -7.8%
AMGN AMGEN INC 0.1%
Value ($000) $260 Shares 901 Est. Cost $231.86 Unrealized +10.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $255 Shares 3,469 Est. Cost $73.55 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $254 Shares 5,244 Est. Cost $48.51 Unrealized
OIH VANECK ETF TRUST 0.1%
Value ($000) $251 Shares 810 Est. Cost $304.05 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $241 Shares 1,340 Est. Cost $158.80 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $240 Shares 3,898 Est. Cost $52.31 Unrealized 0.0%
IBCP INDEPENDENT BK CORP MICH 0.1%
Value ($000) $234 Shares 9,000 Est. Cost $19.73 Unrealized 0.0%
AUPH AURINIA PHARMACEUTICALS INC 0.1%
Value ($000) $234 Shares 26,030 Est. Cost $5.80 Unrealized +41.9%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $234 Shares 9,159 Est. Cost $25.53 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $229 Shares 907 Est. Cost $214.61 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $222 Shares 2,513 Est. Cost $88.37 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $218 Shares 1,135 Est. Cost $192.48 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $215 Shares 9,650 Est. Cost $33.10 Unrealized -32.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $213 Shares 3,102 Est. Cost $56.12 Unrealized 0.0%
FVAL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $208 Shares 3,930 Est. Cost $53.00 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $206 Shares 3,832 Est. Cost $53.83 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $204 Shares 1,737 Est. Cost $117.19 Unrealized
MSOS ADVISORSHARES TR 0.1%
Value ($000) $203 Shares 28,930 Est. Cost $6.71 Unrealized
NIO NIO INC 0.1%
Value ($000) $202 Shares 22,250 Est. Cost $9.04 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $201 Shares 1,373 Est. Cost $140.61 Unrealized 0.0%
DRIV GLOBAL X FDS 0.1%
Value ($000) $201 Shares 8,145 Est. Cost $24.67 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $166 Shares 23,160 Est. Cost $3.75 Unrealized +50.6%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $146 Shares 36,000 Est. Cost $4.39 Unrealized 0.0%
XERS XERIS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $132 Shares 56,050 Est. Cost $1.41 Unrealized +30.7%
RDW REDWIRE CORPORATION 0.0%
Value ($000) $118 Shares 41,300 Est. Cost $2.30 Unrealized +18.5%
FUBO FUBOTV INC 0.0%
Value ($000) $108 Shares 34,007 Est. Cost $3.05 Unrealized -5.5%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $88 Shares 7,000 Est. Cost $16.17 Unrealized -30.6%
KOD KODIAK SCIENCES INC 0.0%
Value ($000) $49 Shares 16,100 Est. Cost $6.35 Unrealized -65.0%
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value ($000) $24 Shares 44,160 Est. Cost $3.22 Unrealized -85.7%
ASENSUS SURGICAL INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.35 Unrealized