MJT & Associates Financial Advisory Group, Inc.: 13F holdings

CIK 20657772026Q2

Positions465
Reported value$151.2m
Filed2026-07-06

Change since last quarter

Positions465 (+23 vs prior quarter)
Reported value$151.2m (+11.0%)

Top 10 holdings

SecuritySharesValueWeight
ITOT ISHARES CORE S&P TOTAL U.S. COM MARKET ETF196,157$32.2m21.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF762,215$24.2m16.0%
IWF ISHARES S&P 500 GROWTH ETF174,815$24.0m15.9%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF174,177$8.8m5.8%
STIP ISHARES 0-5 YEAR TIPS BOND ETF78,729$8.0m5.3%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND122,710$6.9m4.6%
VGK ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF65,560$5.8m3.9%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF51,055$5.2m3.5%
IJR ISHARES CORE S&P SMALL CAP ETF32,517$4.8m3.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF76,936$3.9m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2065777")

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