StockDriftsStockDriftsTop 50 Aj Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.59% | 3.79M | $198.6M | +7.47%(+263.65K) | — | 2023-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.42% | 376.9K | $153.5M | +55.60%(+134.69K) | — | 2023-06-30 | |
| SGOV | ISHARES TR | 6.43% | 1.32M | $133.2M | +28.01%(+289.62K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 3.9% | 218.4K | $80.7M | +1.55%(+3.32K) | — | 2023-06-30 | |
| USFR | WISDOMTREE TR | 3.72% | 1.53M | $76.9M | +16.96%(+221.76K) | — | 2023-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 3.56% | 1.51M | $73.7M | -9.04%(-149.59K) | — | 2023-06-30 | |
| BILS | SPDR SER TR | 3.28% | 682.2K | $67.9M | +2.30%(+15.35K) | — | 2023-06-30 | |
| AGG | ISHARES TR | 3.18% | 673.0K | $65.9M | +10.64%(+64.70K) | — | 2023-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.97% | 1.72M | $61.5M | -27.01%(-637.91K) | — | 2023-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.96% | 862.3K | $61.2M | +3.33%(+27.81K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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