DHJJ Financial Advisors, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DF DHJJ Financial Advisors, Ltd. | Institutional Filer | ▲ 0.22% | $301.8M | 1081 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1081)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 55K | $31.9M | 10.59% |
| 2 | IJH | ISHARES TR | — | 288K | $19.5M | 6.45% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 376K | $11.5M | 3.82% |
| 4 | SCHG | SCHWAB STRATEGIC TR | — | 328K | $9.6M | 3.17% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | — | 170K | $8.6M | 2.86% |
| 6 | IWM | iShares Russell 2000 ETF | — | 31K | $7.6M | 2.54% |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 72K | $7.5M | 2.47% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 32K | $6.8M | 2.26% |
| 9 | IWF | ISHARES TR | — | 15K | $6.5M | 2.14% |
| 10 | SCHM | SCHWAB STRATEGIC TR | — | 201K | $6.2M | 2.06% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 7K | $4.7M | 1.54% |
| 12 | DFAI | DIMENSIONAL ETF TRUST | — | 107K | $4.2M | 1.38% |
| 13 | SCHF | SCHWAB STRATEGIC TR | — | 164K | $4.1M | 1.34% |
| 14 | SCHA | SCHWAB STRATEGIC TR | — | 135K | $3.9M | 1.30% |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 57K | $3.9M | 1.29% |
Showing 1 to 15 of 1000 holdings