LJI Wealth Management, LLC - Portfolio overview

LJI Wealth Management, LLC has 201 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 27.71%
2. SLQD - ISHARES TR, 11.00%
3. FLOT - ISHARES TR, 5.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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