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Portfolio (Quarterly) Guide ↗

AJ Advisors, LLC

· CIK 0001951167
13F Portfolio $271M AUM 35 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 20 Added 10 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 104,452.0 $65.5M 24.18% +4K +4.3% $627.13 +9.7%
2 IGRO ISHARES TR 429,277.0 $35.5M 13.12% +24K +5.9% $82.77 +6.1%
3 QQQ INVESCO QQQ TR Financial Services 52,392.0 $32.2M 11.88% +2K +4.2% $614.31 +20.6%
4 VO VANGUARD INDEX FDS 59,175.0 $17.2M 6.34% +3K +6.2% $290.22 -72.4%
5 VB VANGUARD INDEX FDS 64,044.0 $16.5M 6.10% +3K +5.0% $257.95 +14.9%
6 VTV VANGUARD INDEX FDS 79,125.0 $15.1M 5.58% +4K +4.9% $190.99 +13.4%
7 STIP ISHARES TR 141,995.0 $14.5M 5.37% +10K +8.0% $102.39 -0.3%
8 RDVY FIRST TR EXCHANGE TRADED FD 175,449.0 $12.2M 4.50% +7K +3.9% $69.47 +13.9%
9 VCRB VANGUARD MALVERN FDS 138,450.0 $10.8M 3.98% +10K +7.4% $77.90 -1.0%
10 PTRB PGIM ETF TR 176,838.0 $7.4M 2.75% +17K +10.7% $42.04 -1.1%
11 PYLD PIMCO ETF TR 196,720.0 $5.2M 1.94% +15K +8.6% $26.68 -0.8%
12 FMHI FIRST TR EXCH TRADED FD III 60,429.0 $2.9M 1.07% +4K +7.7% $47.93 +1.1%
13 AAPL APPLE INC Technology 5,262.0 $1.4M 0.53% +203.0 +4.0% $271.85 +9.6%
14 SPY SPDR S&P 500 ETF TR Financial Services 1,794.0 $1.2M 0.45% +36.0 +2.0% $681.95 +9.5%
15 HD HOME DEPOT INC Consumer Cyclical 1,605.0 $552K 0.20% +88.0 +5.8% $344.08 -2.8%
16 BLK BLACKROCK INC Financial Services 493.0 $528K 0.20% +33.0 +7.2% $1070.13 -1.9%
17 SPSB SPDR SERIES TRUST 11,814.0 $357K 0.13% +80.0 +0.7% $30.20 -0.8%
18 IVV ISHARES TR 371.0 $254K 0.09% +2.0 +0.5% $684.18 +9.6%
19 PG PROCTER AND GAMBLE CO Consumer Defensive 1,744.0 $250K 0.09% +144.0 +9.0% $143.28 +5.0%
20 DVY ISHARES TR 1,439.0 $203K 0.07% +16.0 +1.1% $141.11 +8.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.3%
Technology 7.2%
Consumer Cyclical 3.1%
Communication Services 2.7%
Healthcare 1.1%
Consumer Defensive 0.6%