HoldingsChannel.com
SJA Financial Advisory LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES CORE MSCI EAFE (IEFA) 291,824 -4,091 $19,039
     IEFA291,824-4,091$19,039
ISHARES S&P 500 INDEX (IVV) 43,431 -1,498 $14,039
     IVV43,431-1,498$14,039
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 43,548 -383 $10,369
     IJK43,548-383$10,369
ISHARES S&P 500 VALUE ETF (IVE) 72,793 -3,024 $9,470
     IVE72,793-3,024$9,470
ISHARES CORE MSCI EMERGING MKTS (IEMG) 152,642 +1,143 $8,206
     IEMG152,642+1,143$8,206
ISHARES S&P 500 GROWTH ETF (IVW) 39,929 -1,353 $7,732
     IVW39,929-1,353$7,732
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 157,831 +1,431 $6,954
     VEA157,831+1,431$6,954
ISHARES AGGREGATE BOND ETF (AGG) 57,577 +2,532 $6,470
     AGG57,577+2,532$6,470
ISHARES S&P SMALLCAP 600 VALUE ETF (IJS) 35,372 -34 $5,688
     IJS35,372-34$5,688
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 31,339 +299 $5,350
     IJJ31,339+299$5,350
ISHARES RUSSELL 1000 VALUE ETF (IWD) 32,697 -202 $4,463
     IWD32,697-202$4,463
FIDELITY MSCI MATERIALS INDEX ETF (FMAT) 117,289 -21,703 $4,027
     FMAT117,289-21,703$4,027
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 16,977 +8 $3,282
     IJT16,977+8$3,282
VANGUARD REIT INDEX ETF (VNQ) 33,811 -748 $3,137
     VNQ33,811-748$3,137
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 32,467 -792 $3,017
     SCHG32,467-792$3,017
SCHWAB U.S. LARGE CAP ETF (SCHX) 36,964 -1,235 $2,839
     SCHX36,964-1,235$2,839
ISHARES CORE S&P MID CAP ETF (IJH) 13,309 +22 $2,739
     IJH13,309+22$2,739
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 22,682 +22,682 $2,598
     EMB22,682+22,682$2,598
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 42,369 -307 $2,547
     SCHV42,369-307$2,547
ISHARES US REAL ESTATE ETF (IYR) 19,985 -163 $1,860
     IYR19,985-163$1,860
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 8,399 -116 $1,478
     IWF8,399-116$1,478
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 42,955 -1,378 $1,445
     SCHF42,955-1,378$1,445
SCHWAB US AGGREGATE BOND ETF (SCHZ) 26,711 -2,091 $1,427
     SCHZ26,711-2,091$1,427
ISHARES RUSSELL 1000 ETF (IWB) 7,947 +54 $1,418
     IWB7,947+54$1,418
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF (IXUS) 22,512 +357 $1,393
     IXUS22,512+357$1,393
SPDR S&P 400 MID CAP GROWTH ETF (MDYG) 24,100 +4 $1,376
     MDYG24,100+4$1,376
ISHARES TR S&P CITIGROUP INTL TREASURY BD ETF (IGOV) 26,547 +59 $1,332
     IGOV26,547+59$1,332
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF (SHM) 25,554 +631 $1,255
     SHM25,554+631$1,255
SPDR S&P 400 MID CAP VALUE ETF (MDYV) 21,086 +145 $1,155
     MDYV21,086+145$1,155
ISHARES RUSSELL 2000 ETF (IWM) 5,823 +54 $965
     IWM5,823+54$965
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 22,499 +247 $846
     SPEM22,499+247$846
ISHARES TR RUSSELL MIDCAP INDEX FD (IWR) 12,467 +66 $743
     IWR12,467+66$743
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 26,176 -1,627 $716
     SCHE26,176-1,627$716
ISHARES S&P SMALLCAP 600 ETF (IJR) 8,280 +34 $694
     IJR8,280+34$694
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) 5,527 +125 $590
     SUB5,527+125$590
SPDR S&P MIDCAP 400 ETF (MDY) 1,570 +6 $589
     MDY1,570+6$589
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 8,550 +274 $484
     BNDX8,550+274$484
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 4,871 -53 $314
     SLYG4,871-53$314
SCHWAB U.S. SMALL CAP ETF (SCHA) 3,892 +250 $294
     SCHA3,892+250$294
MFS INVT GRADE MUN TR SH BEN INT 29,980 +315 $293
     CXH29,980+315$293
ISHARES RUSSELL 2000 VALUE (IWN) 2,144 +14 $276
     IWN2,144+14$276
SCHWAB U.S. REIT ETF (SCHH) 5,613 +105 $258
     SCHH5,613+105$258
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 3,775 -71 $248
     SLYV3,775-71$248

See Full List: All Stocks Held By SJA Financial Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SJA Financial Advisory LLC

Size ($ in 1000's)
At 12/31/2019: $143,660
At 09/30/2019: $134,638

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

SJA Financial Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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