Lji Wealth Management, LLC ETFs

Lji Wealth Management, LLC

$573 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJS Ishares S&P Smallcap 600 Value	$0	$413 Million 0.07% of portfolio	3,734	Q3 2025 Reduced 18.24%
VGT Vanguard Information Technolog	$0	$413 Million 0.07% of portfolio	553	Q2 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$410 Million 0.07% of portfolio	12,970	Q3 2025 Reduced 1.03%
FDRR Fidelity Covington Tr Divid Et	$0	$403 Million 0.07% of portfolio	6,875	Q3 2025 Reduced 5.87%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$403 Million 0.07% of portfolio	4,000	Q3 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$388 Million 0.07% of portfolio	2,770	Q3 2025 Reduced 19.78%
VIG Vanguard Dividend Appreciation	$0	$376 Million 0.07% of portfolio	1,743	Q3 2025 Added 2.83%
XLE Energy Sector Spdr	$0	$374 Million 0.07% of portfolio	4,191	Q3 2025 Reduced 2.33%
VB Vanguard Small Cap ETF	$0	$374 Million 0.07% of portfolio	1,469	Q3 2024 Reduced 19.15%

IVE Ishares S&P 500 Value ETF	$0	$374 Million 0.07% of portfolio	1,809	Q3 2025 Reduced 23.44%
QQQM Invesco Exchange Traded Fd Tr	$0	$373 Million 0.07% of portfolio	1,510	Q3 2025 Added 0.33%
IDEV Ishares Core Msci Intl Develop	$0	$336 Million 0.06% of portfolio	4,195	Q3 2025 Reduced 82.08%
XLK Technology Sector Spdr	$0	$326 Million 0.06% of portfolio	1,157	Q1 2025 Added 1.94%
IVW Ishares S&P 500 Growth ETF	$0	$325 Million 0.06% of portfolio	2,691	Q3 2025 Added 3.94%
EUFN Ishares Msci Europe Financials	$0	$309 Million 0.05% of portfolio	9,005	Q1 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$309 Million 0.05% of portfolio	5,695	Q3 2025 Reduced 30.17%
DFIV Dimensional ETF Tr	$0	$308 Million 0.05% of portfolio	6,681	Q3 2025 Reduced 83.71%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$301 Million 0.05% of portfolio	14,404	Q3 2025 Reduced 1.37%

FENY Fidelity Covington Tr Msci Ene	$0	$301 Million 0.05% of portfolio	12,170	Q3 2025 Reduced 11.62%
SCHF Schwab Strategic Tr Intl Eqty	$0	$295 Million 0.05% of portfolio	12,660	Q1 2025 Added 8.17%
IYH Ishares Tr	$0	$291 Million 0.05% of portfolio	4,949	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$286 Million 0.05% of portfolio	4,388	Q3 2025 Reduced 3.58%
VOX Vanguard Communication Service	$0	$285 Million 0.05% of portfolio	1,518	Q3 2025 Added 5.78%
SNPE Dbx ETF Tr Xtrackers S&P 500 E	$0	$284 Million 0.05% of portfolio	4,728	Q3 2025 Added 1.98%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$282 Million 0.05% of portfolio	3,710	Q3 2025 Reduced 2.8%
BND Vanguard Bd Index Fd Inc Total	$0	$274 Million 0.05% of portfolio	3,691	Q3 2025 Reduced 69.76%
VXUS Vanguard Star Fd Vanguard Tota	$0	$240 Million 0.04% of portfolio	3,267	Q3 2025 Reduced 38.11%
IWV Ishares Russell 3000 ETF	$0	$233 Million 0.04% of portfolio	615	Q3 2025 Reduced 4.95%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$221 Million 0.04% of portfolio	2,002	Q2 2025 New
OIH Vaneck ETF Tr Oil Services ETF	$0	$215 Million 0.04% of portfolio	828	Q3 2025 New
DVY Ishares Tr	$0	$210 Million 0.04% of portfolio	1,481	Q3 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$210 Million 0.04% of portfolio	4,693	Q3 2025 Reduced 87.65%
MSOS Advisorshares Tr Pure Us Canna	$0	$133 Million 0.02% of portfolio	27,870	Q3 2025 Added 136.79%
SLV I Shares Silver Trust	$24.1B	$16.9 Million 0.0% of portfolio	400	Q3 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.