SJA Financial Advisory
Latest statistics and disclosures from SJA Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IVV, IJK, IVE, IEMG, and represent 45.88% of SJA Financial Advisory's stock portfolio.
- Added to shares of these 10 stocks: IJK (+$6.6M), IVW (+$5.6M), IJJ, IJS, IJT, EMB, SCHB, SPY, IVE, VNQ.
- Started 2 new stock positions in SCHB, SPY.
- Reduced shares in these 10 stocks: AGG, FMAT, IVV, SCHZ, MDYG, SCHG, SCHX, IEMG, IJH, IJR.
- SJA Financial Advisory was a net buyer of stock by $14M.
- SJA Financial Advisory has $130M in assets under management (AUM), dropping by 9.85%.
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Portfolio Holdings for SJA Financial Advisory
Companies in the SJA Financial Advisory portfolio as of the December 2020 quarterly 13F filing
Past Filings by SJA Financial Advisory
SEC 13F filings are viewable for SJA Financial Advisory going back to 2017
- SJA Financial Advisory 2020 Q4 filed Feb. 8, 2021
- SJA Financial Advisory 2020 Q3 filed Nov. 6, 2020
- SJA Financial Advisory 2020 Q2 filed Aug. 12, 2020
- SJA Financial Advisory 2020 Q1 filed May 11, 2020
- SJA Financial Advisory 2019 Q4 filed Feb. 5, 2020
- SJA Financial Advisory 2019 Q3 filed Oct. 30, 2019
- SJA Financial Advisory 2019 Q2 filed Aug. 2, 2019
- SJA Financial Advisory 2019 Q1 filed May 3, 2019
- SJA Financial Advisory 2018 Q4 filed Jan. 28, 2019
- SJA Financial Advisory 2018 Q3 filed Nov. 6, 2018
- SJA Financial Advisory 2018 Q2 filed Aug. 8, 2018
- SJA Financial Advisory 2018 Q1 filed May 11, 2018
- SJA Financial Advisory 2017 Q4 filed Feb. 14, 2018