HoldingsChannel.com
AJ Wealth Strategies LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,521,667 +48,170 $106,806
     SCHX1,521,667+48,170$106,806
INVESCO QQQ TR 322,354 +10,121 $60,196
     QQQ322,354+10,121$60,196
SSGA ACTIVE ETF TR (TOTL) 1,171,354 +1,171,354 $57,478
     TOTL1,171,354+1,171,354$57,478
ISHARES TR (AGG) 449,042 +41,330 $50,001
     AGG449,042+41,330$50,001
JP MORGAN EXCHANGE TRADED FD (JPST) 893,136 +241,378 $45,005
     JPST893,136+241,378$45,005
VANGUARD INDEX FDS (VOO) 149,755 +3,994 $40,307
     VOO149,755+3,994$40,307
ISHARES TR (USMV) 650,408 +7,494 $40,150
     USMV650,408+7,494$40,150
SCHWAB STRATEGIC TR 375,755 +34,437 $26,859
     SCHA375,755+34,437$26,859
ISHARES TR (IEFA) 426,556 +22,705 $26,191
     IEFA426,556+22,705$26,191
SCHWAB STRATEGIC TR 664,422 +263,233 $21,321
     SCHF664,422+263,233$21,321
ISHARES TR (PFF) 534,224 +71,295 $19,686
     PFF534,224+71,295$19,686
VANGUARD INDEX FDS (VO) 104,064 +1,151 $17,395
     VO104,064+1,151$17,395
SPDR SERIES TRUST (SHM) 298,694 +64,231 $14,615
     SHM298,694+64,231$14,615
VANECK VECTORS ETF TR (ITM) 243,572 +24,663 $12,118
     ITM243,572+24,663$12,118
SCHWAB STRATEGIC TR 193,498 +21,402 $11,047
     SCHM193,498+21,402$11,047
VANGUARD INDEX FDS (VB) 57,571 -2,992 $9,019
     VB57,571-2,992$9,019
SCHWAB STRATEGIC TR 169,368 +32,499 $8,976
     SCHZ169,368+32,499$8,976
VANGUARD BD INDEX FD INC (BSV) 91,254 +8,900 $7,349
     BSV91,254+8,900$7,349
CORCEPT THERAPEUTICS INC 595,828 -6 $6,643
     CORT595,828-6$6,643
SCHWAB STRATEGIC TR 60,580 -1,187 $5,041
     SCHG60,580-1,187$5,041
SCHWAB STRATEGIC TR 93,839 +4,100 $4,980
     SCHD93,839+4,100$4,980
ISHARES TR (ISTB) 81,867 +65,687 $4,129
     ISTB81,867+65,687$4,129
VANGUARD BD INDEX FD INC (BIV) 44,885 -2,454 $3,883
     BIV44,885-2,454$3,883
JANUS DETROIT STR TR 70,058 +51,536 $3,497
     VNLA70,058+51,536$3,497
PIMCO ETF TR (LDUR) 34,038 +25,988 $3,411
     LDUR34,038+25,988$3,411
INVESCO EXCHANGE TRADED FD T (PGF) 172,509 +119,987 $3,178
     PGF172,509+119,987$3,178
INVESCO ACTIVELY MANAGD ETF (VRIG) 126,177 +94,038 $3,138
     VRIG126,177+94,038$3,138
SPDR S&P 500 ETF TR (SPY) 10,138 -842 $2,971
     SPY10,138-842$2,971
VANGUARD SCOTTSDALE FDS (VCSH) 36,532 +4,571 $2,947
     VCSH36,532+4,571$2,947
ISHARES TR (EFA) 39,491 +211 $2,596
     EFA39,491+211$2,596
ISHARES TR (SUB) 24,181 +3,997 $2,576
     SUB24,181+3,997$2,576
NMI HLDGS INC 88,155 UNCH $2,503
     NMIH88,155UNCH$2,503
VANGUARD TAX MANAGED INTL FD (VEA) 53,134 +2,572 $2,216
     VEA53,134+2,572$2,216
ISHARES TR (IVV) 7,192 -254 $2,120
     IVV7,192-254$2,120
MICROSOFT CORP 16,370 -5,803 $2,097
     MSFT16,370-5,803$2,097
VANGUARD INDEX FDS (VV) 13,811 +818 $1,861
     VV13,811+818$1,861
ISHARES TR (IWF) 11,576 UNCH $1,821
     IWF11,576UNCH$1,821
SCHWAB STRATEGIC TR 25,150 -2,135 $1,774
     SCHB25,150-2,135$1,774
INVESCO EXCHNG TRADED FD TR (SPLV) 31,577 UNCH $1,737
     SPLV31,577UNCH$1,737
SCHWAB STRATEGIC TR 29,727 +230 $1,669
     SCHV29,727+230$1,669
ISHARES TR (FLOT) 32,562 -1,026,241 $1,658
     FLOT32,562-1,026,241$1,658
ISHARES TR (DSI) 14,396 +1,461 $1,574
     DSI14,396+1,461$1,574
AMAZON COM INC 836 -408 $1,496
     AMZN836-408$1,496
PROSHARES TR (CSM) 21,069 UNCH $1,484
     CSM21,069UNCH$1,484
VANGUARD SCOTTSDALE FDS (VCIT) 16,395 UNCH $1,473
     VCIT16,395UNCH$1,473
APPLE INC 7,690 -3,048 $1,466
     AAPL7,690-3,048$1,466
ISHARES TR (HEFA) 48,825 UNCH $1,456
     HEFA48,825UNCH$1,456
PIMCO ETF TR (MINT) 12,202 UNCH $1,242
     MINT12,202UNCH$1,242
ISHARES TR (CMF) 19,826 UNCH $1,202
     CMF19,826UNCH$1,202
WISDOMTREE TR 41,721 -7,237 $1,137
     USDU41,721-7,237$1,137

See Full List: All Stocks Held By AJ Wealth Strategies LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By AJ Wealth Strategies LLC

Size ($ in 1000's)
At 06/30/2019: $678,370
At 03/31/2019: $604,693

AJ Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AJ Wealth Strategies LLC 13F filings. Link to 13F filings: SEC filings

AJ Wealth Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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