HoldingsChannel.com
SJA Financial Advisory LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES CORE MSCI EAFE (IEFA) 295,915 +866 $18,072
     IEFA295,915+866$18,072
ISHARES S&P 500 INDEX (IVV) 44,929 -797 $13,412
     IVV44,929-797$13,412
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 43,931 -188 $9,834
     IJK43,931-188$9,834
ISHARES S&P 500 VALUE ETF (IVE) 75,817 +4,871 $9,033
     IVE75,817+4,871$9,033
ISHARES S&P 500 GROWTH ETF (IVW) 41,282 +3,484 $7,432
     IVW41,282+3,484$7,432
ISHARES CORE MSCI EMERGING MKTS (IEMG) 151,499 +3,528 $7,426
     IEMG151,499+3,528$7,426
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 156,400 -939 $6,425
     VEA156,400-939$6,425
ISHARES AGGREGATE BOND ETF (AGG) 55,045 +1,870 $6,229
     AGG55,045+1,870$6,229
ISHARES S&P SMALLCAP 600 VALUE ETF (IJS) 35,406 +37 $5,318
     IJS35,406+37$5,318
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 31,040 +1,768 $4,963
     IJJ31,040+1,768$4,963
FIDELITY MSCI MATERIALS INDEX ETF (FMAT) 138,992 +7,290 $4,494
     FMAT138,992+7,290$4,494
ISHARES RUSSELL 1000 VALUE ETF (IWD) 32,899 -1,229 $4,220
     IWD32,899-1,229$4,220
VANGUARD REIT INDEX ETF (VNQ) 34,559 +2,814 $3,223
     VNQ34,559+2,814$3,223
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 16,969 -7 $3,027
     IJT16,969-7$3,027
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 33,259 +232 $2,794
     SCHG33,259+232$2,794
SCHWAB U.S. LARGE CAP ETF (SCHX) 38,199 +605 $2,709
     SCHX38,199+605$2,709
ISHARES CORE S&P MID CAP ETF (IJH) 13,287 -43 $2,568
     IJH13,287-43$2,568
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 42,676 +438 $2,421
     SCHV42,676+438$2,421
ISHARES US REAL ESTATE ETF (IYR) 20,148 -410 $1,885
     IYR20,148-410$1,885
SCHWAB US AGGREGATE BOND ETF (SCHZ) 28,802 +319 $1,551
     SCHZ28,802+319$1,551
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 44,333 +1,462 $1,412
     SCHF44,333+1,462$1,412
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 8,515 -502 $1,359
     IWF8,515-502$1,359
ISHARES TR S&P CITIGROUP INTL TREASURY BD ETF (IGOV) 26,488 -1,379 $1,337
     IGOV26,488-1,379$1,337
ISHARES RUSSELL 1000 ETF (IWB) 7,893 +9 $1,299
     IWB7,893+9$1,299
SPDR S&P 400 MID CAP GROWTH ETF (MDYG) 24,096 +1,107 $1,294
     MDYG24,096+1,107$1,294
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF (IXUS) 22,155 -313 $1,280
     IXUS22,155-313$1,280
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF (SHM) 24,923 -1,243 $1,221
     SHM24,923-1,243$1,221
SPDR S&P 400 MID CAP VALUE ETF (MDYV) 20,941 +395 $1,075
     MDYV20,941+395$1,075
ISHARES RUSSELL 2000 ETF (IWM) 5,769 +31 $873
     IWM5,769+31$873
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 22,252 +234 $763
     SPEM22,252+234$763
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 27,803 +1,233 $699
     SCHE27,803+1,233$699
ISHARES TR RUSSELL MIDCAP INDEX FD (IWR) 12,401 +36 $694
     IWR12,401+36$694
ISHARES S&P SMALLCAP 600 ETF (IJR) 8,246 +27 $642
     IJR8,246+27$642
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) 5,402 -130 $576
     SUB5,402-130$576
SPDR S&P MIDCAP 400 ETF (MDY) 1,564 +341 $551
     MDY1,564+341$551
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 8,276 -56 $487
     BNDX8,276-56$487
MFS INVT GRADE MUN TR SH BEN INT 29,665 +315 $295
     CXH29,665+315$295
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 4,924 +196 $293
     SLYG4,924+196$293
SCHWAB U.S. REIT ETF (SCHH) 5,508 -70 $260
     SCHH5,508-70$260
ISHARES RUSSELL 2000 VALUE (IWN) 2,130 +9 $254
     IWN2,130+9$254
SCHWAB U.S. SMALL CAP ETF (SCHA) 3,642 +275 $254
     SCHA3,642+275$254
ISHARES TRUST CORE SHORT TERM US BD ETF (ISTB) 4,829 +33 $244
     ISTB4,829+33$244
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 3,846 +219 $236
     SLYV3,846+219$236

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

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

Size ($ in 1000's)
At 09/30/2019: $134,638
At 06/30/2019: $132,898

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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