$171 Million is the total value of DHJJ Financial Advisors, Ltd.'s 128 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AZBL | New | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $307,000 | – | 11,905 | +100.0% | 0.18% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $234,000 | – | 14,014 | +100.0% | 0.14% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $221,000 | – | 892 | +100.0% | 0.13% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $214,000 | – | 3,567 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.