Instuitional Investor - Lji Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lji Wealth Management, Llc |
| Portfolio Value | $656,243,714 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,208,721 | $179,724,778 | 27.39% | |
| 2. | Ishares Tr | 1,308,304 | $66,331,006 | 10.11% | |
| 3. | Fidelity Comwlth Tr | 368,844 | $33,712,367 | 5.14% | |
| 4. | Ishares Tr - FLTG RATE NT ETF | 655,333 | $33,330,244 | 5.08% | |
| 5. | Vanguard Index Fds | 86,323 | $28,941,470 | 4.41% |