Notify me when AJ WEALTH STRATEGIES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 297 | $2,070,307,627 | +$314,718,913 | -$235,828,968 | +$78,889,945 | SCHX, VOO, SGOV, QQQ, USFR | 13F-HR | 20 Jul 2023, 12:11 |
| Q1 2023 | 288 | $1,918,882,481 | +$138,825,607 | -$218,701,800 | -$79,876,193 | SCHX, SGOV, BIL, VOO, SCHF | 13F-HR | 28 Apr 2023, 16:04 |
| Q4 2022 | 299 | $1,903,178,000 | +$657,839,490 | -$548,449,238 | +$109,390,252 | SCHX, AGG, SGOV, VOO, QQQ | 13F-HR | 25 Jan 2023, 17:11 |
| Q3 2022 | 306 | $1,715,915,000 | +$287,511,880 | -$368,491,246 | -$80,979,366 | SCHX, JPST, VOO, QQQ, SCHF | 13F-HR | 27 Oct 2022, 17:20 |
| Q2 2022 | 307 | $1,898,427,000 | +$519,848,485 | -$365,932,617 | +$153,915,868 | OMFL, SCHX, JPST, SCHF, USMV | 13F-HR | 04 Aug 2022, 11:44 |
| Q1 2022 | 322 | $2,028,334,000 | +$460,255,737 | -$257,067,397 | +$203,188,340 | SCHX, QQQ, VOO, JPST, USMV | 13F-HR | 13 May 2022, 12:50 |
| Q4 2021 | 310 | $2,104,517,000 | +$348,292,748 | -$180,120,046 | +$168,172,702 | SCHX, QQQ, VOO, SCHF, AGG | 13F-HR | 25 Jan 2022, 18:32 |
| Q3 2021 | 295 | $1,852,082,000 | +$217,057,821 | -$22,731,154 | +$194,326,667 | SCHX, AGG, QQQ, SCHF, VOO | 13F-HR | 20 Oct 2021, 15:37 |
| Q2 2021 | 271 | $1,675,510,000 | +$215,861,337 | -$37,384,209 | +$178,477,128 | SCHX, AGG, QQQ, SCHF, VOO | 13F-HR | 16 Aug 2021, 14:18 |
| Q1 2021 | 260 | $1,406,948,000 | +$264,125,461 | -$58,776,616 | +$205,348,845 | SCHX, AGG, QQQ, SCHF, VOO | 13F-HR | 06 May 2021, 16:18 |
| Q4 2020 | 239 | $1,149,982,000 | +$71,228,405 | -$19,604,382 | +$51,624,023 | SCHX, AGG, QQQ, VOO, SCHF | 13F-HR | 16 Feb 2021, 17:14 |
| Q3 2020 | 223 | $981,964,000 | +$82,220,965 | -$47,991,348 | +$34,229,617 | SCHX, AGG, QQQ, VOO, SCHF | 13F-HR | 13 Nov 2020, 21:57 |
| Q2 2020 | 203 | $900,677,000 | +$188,523,153 | -$151,641,222 | +$36,881,931 | AGG, SCHX, QQQ, VOO, SCHF | 13F-HR | 14 Aug 2020, 12:57 |
| Q1 2020 | 175 | $736,708,000 | +$257,506,746 | -$281,124,833 | -$23,618,087 | QQQ, AGG, SCHX, USMV, VOO | 13F-HR | 15 May 2020, 15:49 |
| Q4 2019 | 121 | $855,841,000 | +$97,878,980 | -$33,927,815 | +$63,951,165 | SCHX, AGG, TOTL, QQQ, VOO | 13F-HR | 14 Feb 2020, 14:30 |
| Q3 2019 | 117 | $758,196,000 | +$134,837,686 | -$62,329,807 | +$72,507,879 | SCHX, QQQ, TOTL, AGG, VOO | 13F-HR | 26 Nov 2019, 14:01 |
| Q2 2019 | 106 | $678,370,000 | +$122,869,856 | -$64,271,196 | +$58,598,660 | SCHX, QQQ, TOTL, AGG, JPST | 13F-HR | 19 Aug 2019, 15:21 |
| Q1 2019 | 108 | $604,693,000 | +$77,858,025 | -$40,059,435 | +$37,798,590 | SCHX, QQQ, FLOT, AGG, VOO | 13F-HR | 13 May 2019, 17:09 |
| Q4 2018 | 94 | $518,450,000 | +$92,392,693 | -$56,909,848 | +$35,482,845 | SCHX, FLOT, QQQ, AGG, USMV | 13F-HR | 14 Feb 2019, 14:30 |
| Q3 2018 | 104 | $540,358,000 | +$48,253,077 | -$13,494,810 | +$34,758,267 | SCHX, QQQ, FLOT, AGG, SCHF | 13F-HR | 15 Nov 2018, 15:02 |
| Q2 2018 | 97 | $484,986,000 | +$121,546,947 | -$62,377,174 | +$59,169,773 | SCHX, QQQ, FLOT, AGG, SCHF | 13F-HR | 19 Jul 2018, 17:10 |
| Q1 2018 | 89 | $418,944,000 | +$116,086,881 | -$94,844,189 | +$21,242,692 | SCHX, QQQ, AGG, FLOT, SCHF | 13F-HR | 19 Jul 2018, 17:05 |
| Q4 2017 | 93 | $400,863,000 | +$87,981,122 | -$5,476,084 | +$82,505,038 | SCHX, QQQ, BIV, SCHF, USMV | 13F-HR | 19 Jul 2018, 17:03 |
| Q3 2017 | 80 | $307,817,000 | +$37,850,499 | -$3,270,858 | +$34,579,641 | SCHX, QQQ, BIV, USMV, SCHF | 13F-HR | 19 Jul 2018, 16:57 |
| Q2 2017 | 75 | $263,627,000 | +$46,078,759 | -$17,503,307 | +$28,575,452 | SCHX, QQQ, BIV, USMV, SCHF | 13F-HR | 19 Jul 2018, 16:53 |
| Q1 2017 | 72 | $229,873,000 | +$32,971,668 | -$5,435,198 | +$27,536,470 | SCHX, QQQ, USMV, VOO, SCHA | 13F-HR | 19 Jul 2018, 16:49 |
| Q4 2016 | 67 | $193,717,000 | $0 | $0 | $0 | SCHX, QQQ, USMV, SCHA, VOO | 13F-HR | 19 Jul 2018, 16:42 |