Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $290,430,424 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 134,007 | $23,863,609 | 8.21% | |
| 2. | Capital Group Dividend Value | 638,993 | $22,530,839 | 7.75% | |
| 3. | Harbor Etf Trust | 766,862 | $20,866,329 | 7.18% | |
| 4. | NVDA | 122,656 | $16,471,558 | 5.67% | |
| 5. | Ishares Tr | 68,025 | $16,003,787 | 5.51% |
