Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMJ FINANCIAL WEALTH MANAGEMENT | 02-12-2024 | 12-31-2023 | 69 | 237,637,044 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD EXTENDED DURATION ETF | ETF | 1 | $13,997,851 | 172,749 | 0.01 | 0.00 | 56,343 | 48.40 | 12-31-2023 |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 2 | $10,249,081 | 501,055 | 0.00 | 0.00 | -6,165 | -1.22 | 12-31-2023 |
| TJX COS INC NEW COM | Stock | 3 | $9,510,036 | 101,376 | 0.00 | 0.00 | 133 | 0.13 | 12-31-2023 |
| META PLATFORMS INC CL A | Stock | 4 | $8,886,166 | 25,105 | 0.00 | 0.00 | -315 | -1.24 | 12-31-2023 |
