SJA Financial Advisory

Latest statistics and disclosures from SJA Financial Advisory's latest quarterly 13F-HR filing:

Companies in the SJA Financial Advisory portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Core Msci Eafe Etf core msci eafe 13.25 291824 65.24
iShares S&P; 500 Index (IVV) 9.77 43431 -3% 323.25
iShares S&P; MidCap 400 Growth (IJK) 7.22 43548 238.11
iShares S&P; 500 Value Index (IVE) 6.59 72793 -3% 130.09
Ishares Inc core msci emkt 5.71 152642 53.76
iShares S&P; 500 Growth Index (IVW) 5.38 39929 -3% 193.64
Vanguard Europe Pacific ETF (VEA) 4.84 157831 44.06
iShares Lehman Aggregate Bond (AGG) 4.50 57577 +4% 112.37
iShares S&P; SmallCap 600 Value Idx (IJS) 3.96 35372 160.81
iShares S&P; MidCap 400 Value Index (IJJ) 3.72 31339 170.71
iShares Russell 1000 Value Index (IWD) 3.11 32697 136.50
Fidelity msci matls index 2.80 117289 -15% 34.33
iShares S&P; SmallCap 600 Growth (IJT) 2.28 16977 193.32
Vanguard REIT ETF (VNQ) 2.18 33811 -2% 92.78
Schwab U S Large Cap Growth ETF (SCHG) 2.10 32467 -2% 92.93
Schwab Strategic Tr us lrg cap etf 1.98 36964 -3% 76.80
iShares S&P; MidCap 400 Index (IJH) 1.91 13309 205.80
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.81 22682 NEW 114.54
Schwab Strategic Tr cmn 1.77 42369 60.11
iShares Dow Jones US Real Estate (IYR) 1.29 19985 93.07
iShares Russell 1000 Growth Index (IWF) 1.03 8399 175.97
Schwab International Equity ETF (SCHF) 1.01 42955 -3% 33.64
iShares Russell 1000 Index (IWB) 0.99 7947 178.43
Schwab Strategic Tr us aggregate b 0.99 26711 -7% 53.42
Ishares Core Intl Stock Etf core 0.97 22512 61.88
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.96 24100 57.10
iShares S&P;/Citi Intl Treasury Bond (IGOV) 0.93 26547 50.18
Nuveen Barclays Shrt Term Muni bdfund 0.87 25554 +2% 49.11
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.80 21086 54.78
iShares Russell 2000 Index (IWM) 0.67 5823 165.72
SPDR S&P; Emerging Markets (GMM) 0.59 22499 37.60
iShares Russell Midcap Index Fund (IWR) 0.52 12467 59.60
Schwab Emerging Markets Equity ETF (SCHE) 0.50 26176 -5% 27.35
iShares S&P; SmallCap 600 Index (IJR) 0.48 8280 83.82
SPDR S&P; MidCap 400 ETF (MDY) 0.41 1570 375.16
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.41 5527 +2% 106.75
Vanguard Charlotte Fds intl bd idx etf 0.34 8550 +3% 56.61
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.22 4871 64.46
MFS Investment Grade Municipal Trust (CXH) 0.20 29980 9.77
Schwab U S Small Cap ETF (SCHA) 0.20 3892 +6% 75.54
iShares Russell 2000 Value Index (IWN) 0.19 2144 128.73
Schwab Strategic Tr us reit etf 0.18 5613 45.96
SPDR DJ Wilshire Small Cap Value (SLYV) 0.17 3775 65.70
Ishares Tr core strm usbd 0.17 4852 50.49
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Past 13F-HR SEC Filings by SJA Financial Advisory

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