Filling information for AJ Advisors, LLC as Treemap, investor disclosed 36 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 392447 | 1271 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 586687 | 5680 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 217211 | 1047 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 295637 | 1002 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 676637 | 2566 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 29576864 | 78647 | |
| 78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 440131 | 14854 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 11661821 | 55290 | |
| 69344A883 | 69344A883 | PGIM ETF TR | FLOATING RT INC | 300708 | 6059 | |
| 14070T102 | 14070T102 | CAPSTAR FINL HLDGS INC | COM | 237024 | 15645 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 10931071 | 109706 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 258877 | 1148 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 11867730 | 36979 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 289660 | 2756 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 10595934 | 55898 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 311837 | 3262 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 207499 | 1339 | |
| 037833100 | 037833100 | APPLE INC | COM | 1772877 | 10751 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 3448922 | 57520 | |
| 46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 10664232 | 107470 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 525643 | 10917 | |
| 46435G524 | 46435G524 | ISHARES TR | INTL DIV GRWTH | 15314912 | 252638 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1293725 | 20856 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 358387 | 3455 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 9424843 | 68242 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 316548 | 2887 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 481259 | 1176 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 697334 | 2419 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 200247 | 1923 | |
| 74255Y102 | 74255Y102 | PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 2396779 | 130900 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 249135 | 1176 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 5807073 | 129420 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 488584 | 4989 | |
| 33739P301 | 33739P301 | FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 3397040 | 72447 | |
| 277276101 | 277276101 | EASTGROUP PPTYS INC | COM | 280569 | 1697 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 239014 | 1823 |