$141 Million is the total value of WJ Wealth Management, LLC's 48 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -1,348 | -100.0% | -0.13% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -747 | -100.0% | -0.14% | – |
| IBDD | Exit | ISHARES TRibonds mar23 etf | $0 | – | -8,540 | -100.0% | -0.15% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -3,727 | -100.0% | -0.16% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -533 | -100.0% | -0.17% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,434 | -100.0% | -0.22% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -944 | -100.0% | -0.22% | – |
| FOVL | Exit | ISHARES TRfocusd val fac | $0 | – | -7,213 | -100.0% | -0.28% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -6,755 | -100.0% | -0.38% | – |
| BA | Exit | BOEING CO | $0 | – | -4,807 | -100.0% | -0.61% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -20,184 | -100.0% | -0.93% | – |
| IEHS | Exit | ISHARES U S ETF TRhealthcare | $0 | – | -32,619 | -100.0% | -0.94% | – |
| RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -47,594 | -100.0% | -2.02% | – |
| IBHC | Exit | ISHARES TRibonds 23 trm hg | $0 | – | -265,069 | -100.0% | -4.19% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -260,782 | -100.0% | -4.34% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -166,566 | -100.0% | -5.92% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -105,460 | -100.0% | -7.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q3 2023 | 21.1% |
| ISHARES TR | 16 | Q3 2023 | 11.8% |
| AMAZON COM INC | 16 | Q3 2023 | 6.7% |
| APPLE INC | 16 | Q3 2023 | 4.5% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 2.4% |
| INVESCO EXCHANGE TRADED FD T | 16 | Q3 2023 | 4.1% |
| ALPHABET INC | 16 | Q3 2023 | 1.5% |
View WJ Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View WJ Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.