Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AJ WEALTH STRATEGIES LLC | 07-20-2023 | 06-30-2023 | 297 | 2,070,307,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 251 | $463,216 | 10,035 | 0.00 | 0.02 | 0 | 0.00 | 06-30-2023 |
| MASTERCARD INCORPORATED | CL A | 252 | $461,734 | 1,174 | 0.00 | 0.02 | -20 | -1.68 | 06-30-2023 |
| BLOCK INC | CL A | 253 | $455,073 | 6,836 | 0.00 | 0.03 | -1,931 | -22.03 | 06-30-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 254 | $440,065 | 7,213 | 0.00 | 7,213 | +Inf | 06-30-2023 |
