MJT & Associates Financial Advisory Group, Inc.: 13F holdings
CIK 20657772026Q2
| Positions | 465 |
|---|---|
| Reported value | $151.2m |
| Filed | 2026-07-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES CORE S&P TOTAL U.S. COM MARKET ETF | 196,157 | $32.2m | 21.3% |
| SCHD SCHWAB US DIVIDEND EQUITY ETF | 762,215 | $24.2m | 16.0% |
| IWF ISHARES S&P 500 GROWTH ETF | 174,815 | $24.0m | 15.9% |
| ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 174,177 | $8.8m | 5.8% |
| STIP ISHARES 0-5 YEAR TIPS BOND ETF | 78,729 | $8.0m | 5.3% |
| DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 122,710 | $6.9m | 4.6% |
| VGK ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 65,560 | $5.8m | 3.9% |
| EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 51,055 | $5.2m | 3.5% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 32,517 | $4.8m | 3.2% |
| JPST JPMORGAN ULTRA-SHORT INCOME ETF | 76,936 | $3.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065777")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.