Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $282,726,062 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 495,766 | $25,100,685 | 8.88% | |
| 2. | Blackrock Etf Trust Ii | 384,983 | $19,934,463 | 7.05% | |
| 3. | Capital Group Dividend Value | 478,473 | $17,052,731 | 6.03% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 99,472 | $16,998,443 | 6.01% | |
| 5. | Harbor Etf Trust | 574,706 | $14,080,430 | 4.98% |
