Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $228,419,799 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 362,300 | $18,328,785 | 8.02% | |
| 2. | Capital Group Dividend Value | 404,925 | $17,670,869 | 7.74% | |
| 3. | Tcw Etf Trust | 444,973 | $17,620,894 | 7.71% | |
| 4. | Blackrock Etf Trust Ii | 272,810 | $14,396,190 | 6.3% | |
| 5. | Capital Group International | 322,576 | $11,232,117 | 4.92% |