LJI Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Indianapolis, IN
CIK
0001988563
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 194 489,335 ITOT, SLQD, ONEQ, IWM 13F-HR 11/6/2024 000198856324000008
Q2 2024 186 452,443 ITOT, SLQD, ONEQ, IWM 13F-HR 8/12/2024 000198856324000007
Q1 2024 152 386,558 ITOT, SLQD, ONEQ, IWM 13F-HR 5/15/2024 000198856324000006
Q4 2023 170 386,074 ITOT, SLQD, ONEQ, FLOT 13F-HR 2/13/2024 000198856324000005
Q3 2023 162 347,482 ITOT, SLQD, ONEQ, FLOT 13F-HR 2/2/2024 000198856324000004
Q2 2023 180 343,618 ITOT, SLQD, ONEQ, FLOT 13F-HR 2/2/2024 000198856324000003
Q1 2023 158 316,520 ITOT, SLQD, ONEQ, FLOT 13F-HR 2/2/2024 000198856324000002
Q4 2022 149 285,317 ITOT, SLQD, FLOT, ONEQ 13F-HR 1/2/2024 000198856324000001