LJI Wealth Management »

Spdr Series Trust dj ttl mkt etf shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Spdr Series Trust dj ttl mkt etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust dj ttl mkt etf held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $927k 18k 52.49
2023-06-30 $931k 17k 54.44
2023-03-31 $833k 17k 50.43
2022-12-31 $810k 17k 47.29

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

View all positions for LJI Wealth Management

Top funds holding Spdr Series Trust dj ttl mkt etf

Huntington National Bank
CWM
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Wealth Enhancement Advisory Services
Professional Financial Advisors
Rockbridge Investment Management, LCC
Shepherd Financial Partners
Syntegra Private Wealth Group
Advisor Group Holdings
RFG Advisory
Wealthquest
Hanson McClain Advisors
ARS Wealth Advisors Group

View all funds holding Spdr Series Trust dj ttl mkt etf