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Fidelity vlu factor etf shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 3.9k 57.05
2023-06-30 $209k 4.3k 49.10

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Amplify Etf Tr High Income (YYY)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Ishares Tr Shrt Nat Mun Etf (SUB)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)

View all positions for LJI Wealth Management

Top funds holding Fidelity vlu factor etf

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Royal Bank of Canada
Custos Family Office
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
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