- Added Positions: EMB, CXH,
- Reduced Positions: AGG, IEFA, SCHZ, IJS, IJK, IJJ, SCHF, IJT, IVE, IWM, SCHV, SCHX, IEMG, MDYG, SCHG, SCHE, IJH, IJR, IWR, IWD, SHM, IXUS, SCHA, IWN, IWS, MDY, IYR, SUB,
- Sold Out: QQQ, SLYG,
For the details of SJA Financial Advisory, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sja+financial+advisory%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of SJA Financial Advisory, LLC- BTC iShares Core MSCI EAFE ETF (IEFA) - 283,084 shares, 16.01% of the total portfolio. Shares reduced by 5.74%
- iShares Core S&P 500 ETF (IVV) - 34,558 shares, 10.79% of the total portfolio. Shares reduced by 0.95%
- iShares S&P 500 Value ETF (IVE) - 64,596 shares, 7.16% of the total portfolio. Shares reduced by 3.27%
- iShares S&P Mid-Cap 400 Growth ETF (IJK) - 115,305 shares, 7.09% of the total portfolio. Shares reduced by 8.42%
- iShares Core MSCI Emerging Markets ETF (IEMG) - 131,146 shares, 6.62% of the total portfolio. Shares reduced by 2.36%
SJA Financial Advisory, LLC added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 85.12%. The purchase prices were between $106.38 and $114.25, with an estimated average price of $111.08. The stock is now traded at around $111.230000. The impact to a portfolio due to this purchase was 0.91%. The holding were 23,107 shares as of 2021-03-31.
Sold Out: SPDR S&P 600 Small Cap Growth ETF (SLYG)SJA Financial Advisory, LLC sold out a holding in SPDR S&P 600 Small Cap Growth ETF. The sale prices were between $75.68 and $89.9, with an estimated average price of $84.96.
Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)SJA Financial Advisory, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $299.56 and $336.03, with an estimated average price of $319.4.
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