Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MJT & Associates Financial Advisory Group, Inc. (CIK 2065777) reported $136.2M across 439 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($28.8M, 21.13%), SCHD ($23.2M, 17.04%), IVW ($21.5M, 15.80%), STIP ($7.9M, 5.83%), ICSH ($6.6M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $28.8M | 21.13% | 202,069 | Added |
| 2 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $23.2M | 17.04% | 756,661 | Trimmed |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | $21.5M | 15.80% | 190,231 | Added |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7.9M | 5.83% | 76,827 | Added |
| 5 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $6.6M | 4.82% | 129,738 | Added |
| 6 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $6.2M | 4.53% | 117,327 | Trimmed |
| 7 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $5.3M | 3.86% | 62,977 | Added |
| 8 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.7M | 3.45% | 59,736 | Trimmed |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $4.2M | 3.05% | 82,155 | Trimmed |
| 10 | IJR | ISHARES CORE S&P SMALL CAP ETF | $4.1M | 3.01% | 33,036 | Trimmed |
| 11 | VOE | VANGUARD MID-CAP VALUE ETF | $1.6M | 1.17% | 8,628 | Hold |
| 12 | VOT | VANGUARD MID-CAP GROWTH ETF | $1.6M | 1.14% | 6,058 | Trimmed |
| 13 | IVE | ISHARES S&P 500 VALUE ETF | $1.5M | 1.07% | 6,931 | Hold |
| 14 | VBR | VANGUARD SMALL CAP VALUE ETF | $1.2M | 0.85% | 5,344 | Trimmed |
| 15 | WMT | WALMART INC COM | $855,668 | 0.63% | 6,885 | Hold |
| 16 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $799,997 | 0.59% | 10,452 | Hold |
| 17 | NVDA | NVIDIA CORPORATION COM | $732,316 | 0.54% | 4,200 | Added |
| 18 | IVV | ISHARES CORE S&P 500 ETF | $708,119 | 0.52% | 1,085 | Hold |
| 19 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $673,353 | 0.49% | 10,508 | Trimmed |
| 20 | VNQ | VANGUARD REAL ESTATE ETF | $522,718 | 0.38% | 5,894 | Added |
| 21 | JNJ | JOHNSON & JOHNSON COM | $454,903 | 0.33% | 1,861 | Trimmed |
| 22 | MCD | MCDONALDS CORP COM | $439,458 | 0.32% | 1,414 | Trimmed |
| 23 | HD | HOME DEPOT INC COM | $420,651 | 0.31% | 1,279 | Hold |
| 24 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $412,266 | 0.30% | 9,031 | Trimmed |
| 25 | FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $390,429 | 0.29% | 8,307 | Added |
Source: SEC Form 13F filings · as of 2026-03-31