FJ Investments, LLC

Q4 2023 13F Combination Report, Stock Holdings

Signature - Title
Sheri Widerburg - Chief Financial Officer & Treasurer
Location
Salt Lake City
Holdings as of
December 31, 2023
Value $
$2.1B
Num holdings
427
Date filed
2/14/2024, 03:03 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included VOO, GOOGL, AMZN, AAPL, and MSFT.
Next filing
Q1 2024 - May 15, 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sheri Widerburg Chief Financial Officer & Treasurer Salt Lake City, Utah 2/13/2024

List of Other Managers Reporting for FJ Investments, LLC:

Name Holdings Value Location File Number
Wcm Investment Management, Llc $43.8B Laguna Beach, CA 028-07104
Call To Action Foundation $522M Salt Lake City, UT 028-23880

Other Included Managers (4):

Num Name Location File Number
1 Wcm Investment Management, Llc Laguna Beach, CA
2 NORTHERN TRUST CORPORATION
3 KAYNE ANDERSON
4 Call To Action Foundation Salt Lake City, UT