Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AJ ADVISORS LLC | 04-20-2023 | 03-31-2023 | 36 | 136,204,898 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $29,576,864 | 78,647 | 0.02 | 78,647 | +Inf | 03-31-2023 | |
ISHARES TR | INTL DIV GRWTH | 2 | $15,314,912 | 252,638 | 0.01 | 252,638 | +Inf | 03-31-2023 | |
INVESCO QQQ TR | UNIT SER 1 | 3 | $11,867,730 | 36,979 | 0.01 | 36,979 | +Inf | 03-31-2023 | |
VANGUARD INDEX FDS | MID CAP ETF | 4 | $11,661,821 | 55,290 | 0.01 | 55,290 | +Inf | 03-31-2023 |