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American Centy Etf Tr Intl Smcp Vlu shares owned by LJI Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in American Centy Etf Tr Intl Smcp Vlu

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All positions including American Centy Etf Tr Intl Smcp Vlu held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 3.5k 70.68
2023-06-30 $41k 41k 1.00

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Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Jones Financial Companies, L.L
Savant Capital Management
Creative Planning
Colony
Buckingham Asset Management
Buckingham Strategic Partners
Mason Investment Advisory Services
Accredited Investors
Haverford Trust Company
Pure Financial Advisors
HPM Partners
Unison Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
CI Private Wealth

View all funds holding American Centy Etf Tr Intl Smcp Vlu