MJT & Associates Financial Advisory Group, Inc. - Portfolio overview

MJT & Associates Financial Advisory Group, Inc. has 502 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF, 20.94%
2. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 16.89%
3. IVW - ISHARES S&P 500 GROWTH ETF, 15.66%

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

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