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LJI Wealth Management, LLC

All holdings · as of Dec 31, 2025

188 positions

CompanyClassValueShares% of portfolio
Cloudflare, Inc.—$1.40M7,1000.2%
VANGUARD BD INDEX FDS—$1.32M17,7540.2%
VANGUARD INDEX FDS—$1.31M4,5250.2%
DIMENSIONAL ETF TRUST—$1.30M38,0670.2%
iShares MSCI UAE ETF—$1.28M15,1080.2%
Broadcom Inc.—$1.28M3,6850.2%
VANGUARD WHITEHALL FDS—$1.27M8,8260.2%
United Parcel Service Inc—$1.19M11,9570.2%
JOHNSON & JOHNSON—$1.18M5,6830.2%
LAM RESEARCH CORP—$1.16M6,7610.2%
ISHARES TR—$1.16M10,7910.2%
VANGUARD INDEX FDS—$1.12M2,2920.2%
ISHARES TR—$1.10M22,5610.2%
ORACLE CORP—$1.04M5,3500.2%
Warren E. Buffett—$1.04M2,0730.2%
DIMENSIONAL ETF TRUST—$1.02M26,9210.2%
UNITEDHEALTH GROUP INC—$951.7K2,8830.1%
DIMENSIONAL ETF TRUST—$950.3K18,7630.1%
Tesla Inc—$922.4K2,0510.1%
SPDR SERIES TRUST—$916.9K14,1480.1%
COSTCO WHOLESALE CORP /NEW—$828.7K9610.1%
BOSTON SCIENTIFIC CORP—$821.9K8,6200.1%
ISHARES TR—$787.8K1,1500.1%
DIMENSIONAL ETF TRUST—$771.8K29,2140.1%
DIMENSIONAL ETF TRUST—$771.3K23,5670.1%
ADVANCED MICRO DEVICES INC—$763.9K3,5670.1%
Netflix Inc—$760.4K8,1100.1%
Harrow, Inc.—$749.7K15,3000.1%
Extra Space Storage Inc—$746.2K5,7300.1%
VANECK ETF TRUST—$730.7K2,0290.1%
Regions Financial Corp—$703.0K25,9400.1%
Walmart Inc.—$696.8K6,2540.1%
VANGUARD WORLD FD—$680.7K2,3650.1%
INVESCO EXCHANGE TRADED FD T—$672.3K3,5090.1%
FIDELITY COVINGTON TRUST—$662.8K2,9500.1%
CATERPILLAR INC—$644.6K1,1250.1%
EA SERIES TRUST—$630.5K27,0620.1%
KLA CORP—$608.7K5010.1%
VANGUARD INDEX FDS—$608.0K2,8710.1%
ISHARES TR—$602.3K6,0000.1%
SPDR DOW JONES INDL AVERAGE—$600.7K1,2500.1%
Intuitive Surgical Inc—$600.3K1,0600.1%
INVESCO EXCHANGE TRADED FD T—$587.1K41,5200.1%
CHEVRON CORP—$576.3K3,7810.1%
Walt Disney Co—$576.2K5,0650.1%
iShares MSCI UAE ETF—$572.1K15,0360.1%
HEICO CORP—$566.3K1,7500.1%
HOME DEPOT, INC.—$564.9K1,6420.1%
PureCycle Technologies, Inc.—$560.9K65,3000.1%
ISHARES TR—$553.5K6,1870.1%
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