18. AJ Wealth

Rank: 18
Location: New York, NY
Total Assets: $2,856,386,816
ETF Assets: $1,659,288,064
Website: www.ajwealthllc.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 146
Total Value of All ETF Holdings: $1,659,288,064
Number of Issuers: 23
Number of Sectors: 41
  • Top 5 ETF Holdings
    1. SCHX: $168,632,000
    2. AGG: $109,586,000
    3. SGOV: $93,525,000
    4. VOO: $84,222,000
    5. QQQ: $80,802,000
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Total Bond Market
    3. Government Bonds
    4. Large Cap Blend Equities
    5. Small Cap Growth Equities
  • Top 5 ETF Issuers
    1. Schwab
    2. iShares
    3. Vanguard
    4. OppenheimerFunds
    5. First Trust

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.ajwealthllc.com 2023 Top 100 ETF Power Users