FJ INVESTMENTS, LLC

PrivateCIK: 1903573
Location

SALT LAKE CITY, UT

6
Positions
$1.84B
Total AUM (reported)
5.37M
Total Shares

Allocation by class

TOTAL AUM$1.84B6 positions
S&P 500 ETF SHS$1.45B78.6%
CAP STK CL A$181.59M9.9%
SHORT TERM TREAS$90.21M4.9%
COM NEW$55.58M3.0%
COM$34.81M1.9%
CL B NEW$31.17M1.7%

Portfolio Concentration

Top 393.4%4–106.6%TOP 10100.0%0%100%
Top 3$1.72B93.4%
4–10$121.56M6.6%

Top 3 weight

93.4%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 5.37M

Sole

Full voting authority

4.52M

shares

% of voting shares84.3%
Shared

Joint voting authority

842.98K

shares

% of voting shares15.7%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole5
Shared0
Other1
Dominant voting typeSole · 84.3% of voting shares
Institutional Holdings6
Rows:

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares2.11M
TypeSH
Market value$1.45B
78.64%
Sole
1.27M
Shared
842.98K
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares508.14K
TypeSH
Market value$181.59M
9.86%
Sole
508.14K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares1.55M
TypeSH
Market value$90.21M
4.90%
Sole
1.55M
Shared
0.00
None
0.00

PAR PAC HOLDINGS INC

SOLE
COM NEW
Shares991.11K
TypeSH
Market value$55.58M
3.02%
Sole
991.11K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares146.07K
TypeSH
Market value$34.81M
1.89%
Sole
146.07K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares62.29K
TypeSH
Market value$31.17M
1.69%
Sole
62.29K
Shared
0.00
None
0.00