Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $230,048,130 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 405,715 | $20,476,361 | 8.9% | |
| 2. | Ishares Tr | 137,184 | $20,184,967 | 8.77% | |
| 3. | Capital Group Dividend Value | 558,532 | $16,666,556 | 7.24% | |
| 4. | Invesco Qqq Tr | 36,028 | $14,754,194 | 6.41% | |
| 5. | IEF | 51,584 | $11,523,356 | 5% |
