Sja Financial Advisory, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $19M, Ishares Core S&P 500 ETF with a value of $14.5M, Ishares S&P 500 Value ETF with a value of $10.8M, Ishares S&P 500 Growth ETF with a value of $10.8M, and Vanguard Bd Index Fd Inc Total with a value of $10.7M.
Examining the 13F form we can see an decrease of $7.25M in the current position value, from $146M to 139M.
Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.
