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Portfolio (Quarterly) Guide ↗

EJMK Ventures LLC

· CIK 0002113915
13F Portfolio $220M AUM 162 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 162 New
Page 1 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 58,557.0 $40.2M 18.25% NEW $686.81 +2.0%
2 VEA VANGUARD TAX-MANAGED FDS 218,568.0 $15.6M 7.07% NEW $71.25 +1.2%
3 AVIG AMERICAN CENTY ETF TR 257,533.0 $10.7M 4.84% NEW $41.41 -2.1%
4 AVES AMERICAN CENTY ETF TR 110,433.0 $7.2M 3.29% NEW $65.60 +1.3%
5 AVDV AMERICAN CENTY ETF TR 66,668.0 $6.9M 3.12% NEW $103.05 +8.2%
6 IJH ISHARES TR 85,359.0 $6.6M 2.99% NEW $77.11 -3.3%
7 AAPL APPLE INC Technology 22,607.0 $6.5M 2.97% NEW $289.36 +12.4%
8 BIV VANGUARD BD INDEX FDS 69,047.0 $5.3M 2.40% NEW $76.70 -2.4%
9 NVDA NVIDIA CORPORATION Technology 24,180.0 $4.8M 2.20% NEW $200.09 +8.7%
10 VTIP VANGUARD MALVERN FDS 94,201.0 $4.7M 2.15% NEW $50.23 -1.1%
11 GUNR FLEXSHARES TR 94,420.0 $4.7M 2.11% NEW $49.28 +14.7%
12 MSFT MICROSOFT CORP Technology 10,876.0 $4.1M 1.84% NEW $373.01 +34.3%
13 AVUV AMERICAN CENTY ETF TR 30,131.0 $3.8M 1.71% NEW $124.76 -0.5%
14 QQQ INVESCO QQQ TR Financial Services 5,030.0 $3.7M 1.68% NEW $736.41 -3.9%
15 GOOGL ALPHABET INC Communication Services 8,517.0 $3.0M 1.38% NEW $357.38 -6.3%
16 AMZN AMAZON COM INC Consumer Cyclical 12,130.0 $2.9M 1.31% NEW $238.34 +7.0%
17 AVGO BROADCOM INC Technology 7,556.0 $2.9M 1.30% NEW $377.73 -2.1%
18 ZECP ZACKS TRUST 72,000.0 $2.7M 1.23% NEW $37.74 -0.1%
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,083.0 $2.3M 1.04% NEW $747.01 +2.0%
20 AVMU AMERICAN CENTY ETF TR 46,877.0 $2.2M 0.99% NEW $46.59 -4.1%
Page 1 of 9  ·  162 positions

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
Technology 41.0%
Financial Services 18.5%
Healthcare 9.6%
Consumer Cyclical 7.2%
Industrials 6.6%
Communication Services 6.3%
Consumer Defensive 5.9%
Energy 2.3%
Utilities 1.0%
Real Estate 0.9%