$213 Million is the total value of DHJJ Financial Advisors, Ltd.'s 130 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $489,000 | – | 23,796 | +100.0% | 0.23% | – | |
| BNOV | New | INNOVATOR ETFS TRus eqty buf nov | $393,000 | – | 11,936 | +100.0% | 0.18% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $361,000 | – | 16,845 | +100.0% | 0.17% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $299,000 | – | 9,222 | +100.0% | 0.14% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $285,000 | – | 4,894 | +100.0% | 0.13% | – |
| UOCT | New | INNOVATOR ETFS TRus eqty ultra b | $213,000 | – | 7,485 | +100.0% | 0.10% | – |
| UNOV | New | INNOVATOR ETFS TRus eqty ultra bu | $204,000 | – | 6,908 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 12 | Q3 2023 | 13.5% |
| ISHARES TR | 12 | Q3 2023 | 10.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.9% |
| ISHARES TR | 12 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.6% |
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.5% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.3% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 3.0% |
| ISHARES TR | 12 | Q3 2023 | 2.5% |
View DHJJ Financial Advisors, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-21 |
View DHJJ Financial Advisors, Ltd.'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.