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Home > Institutional Investor > Dhjj Financial Advisors, Ltd. > Profile

Instuitional Investor - Dhjj Financial Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Dhjj Financial Advisors, Ltd.
Portfolio Value $256,741,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 57,974 $29,638,060 11.54%
2.
Ishares Trust
 IEF 309,054 $19,257,174 7.5%
3.
Schwab Strategic Trust
 FNDF 376,714 $10,291,829 4%
4.
Schwab Strategic Trust
 FNDF 346,140 $9,646,931 3.75%
5.
Ishares Trust
 IEF 33,804 $7,469,332 2.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)