4J Wealth Management

4J Wealth Management as of Dec. 31, 2020

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 73 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.5 $19M 51k 375.38
Ishares Tr Esg Awr Msci Usa (ESGU) 7.6 $7.9M 92k 86.02
Ishares Tr Us Treas Bd Etf (GOVT) 6.4 $6.7M 245k 27.24
Ishares Tr Tips Bd Etf (TIP) 3.4 $3.5M 28k 127.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $3.3M 14k 231.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.9 $3.0M 48k 62.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.8 $2.9M 33k 86.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.6 $2.7M 19k 138.08
Ishares Tr Global Tech Etf (IXN) 2.3 $2.4M 8.1k 300.00
Ishares Tr National Mun Etf (MUB) 2.2 $2.3M 20k 117.18
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.2 $2.2M 36k 61.78
Ishares Tr Msci Usa Value (VLUE) 2.2 $2.2M 26k 86.90
Amazon (AMZN) 2.1 $2.2M 665.00 3255.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $2.0M 37k 55.16
Ishares Tr Mbs Etf (MBB) 2.0 $2.0M 19k 110.11
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $1.8M 11k 161.28
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $1.7M 38k 45.44
Ishares Tr U.s. Med Dvc Etf (IHI) 1.6 $1.7M 5.2k 327.18
Apple (AAPL) 1.6 $1.6M 12k 132.64
Mastercard Incorporated Cl A (MA) 1.4 $1.4M 4.1k 356.95
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.4 $1.4M 27k 52.21
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $1.3M 19k 67.88
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $1.3M 14k 91.88
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.2M 686.00 1750.73
Ishares U S Etf Tr Blackrock Short (MEAR) 1.2 $1.2M 24k 50.20
Microsoft Corporation (MSFT) 1.1 $1.2M 5.3k 222.31
Northrop Grumman Corporation (NOC) 1.1 $1.2M 3.8k 304.68
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.2M 18k 63.80
Dentsply Sirona (XRAY) 1.1 $1.1M 21k 52.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $1.0M 6.5k 157.68
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.9 $901k 18k 50.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $869k 7.5k 116.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $848k 2.3k 373.73
American Tower Reit (AMT) 0.8 $824k 3.7k 224.28
Ishares Core Msci Emkt (IEMG) 0.7 $764k 12k 62.00
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $739k 6.2k 119.91
Facebook Cl A (META) 0.7 $727k 2.7k 273.00
Netflix (NFLX) 0.7 $691k 1.3k 540.69
Match Group (MTCH) 0.7 $676k 3.6k 189.25
NVIDIA Corporation (NVDA) 0.6 $673k 1.3k 521.71
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $637k 13k 50.58
Sea Sponsord Ads (SE) 0.6 $593k 3.0k 198.79
General Electric Company 0.5 $544k 51k 10.78
Innovator Etfs Tr S&p 500 Buffer (BJUL) 0.5 $469k 16k 30.09
Alphabet Cap Stk Cl A (GOOGL) 0.4 $450k 257.00 1750.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $443k 2.3k 194.47
Exxon Mobil Corporation (XOM) 0.4 $436k 11k 41.15
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $419k 4.2k 100.84
Dominion Resources (D) 0.4 $413k 5.5k 75.15
TransDigm Group Incorporated (TDG) 0.4 $404k 654.00 617.74
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $399k 3.1k 127.93
Spdr Gold Tr Gold Shs (GLD) 0.4 $372k 2.1k 178.08
Walt Disney Company (DIS) 0.3 $346k 1.9k 180.96
Johnson & Johnson (JNJ) 0.3 $340k 2.2k 157.33
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $337k 964.00 349.59
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $337k 2.9k 115.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $327k 1.4k 229.63
Ishares Esg Awr Msci Em (ESGE) 0.3 $322k 7.7k 41.97
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $321k 2.7k 118.19
Ishares Tr Exponential Tech (XT) 0.3 $320k 5.6k 57.09
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.3 $310k 7.5k 41.25
Moody's Corporation (MCO) 0.3 $268k 925.00 289.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $265k 3.1k 85.90
McDonald's Corporation (MCD) 0.3 $260k 1.2k 214.17
Visa Com Cl A (V) 0.2 $248k 1.1k 218.69
Nextera Energy (NEE) 0.2 $246k 3.2k 77.14
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $242k 4.8k 50.54
Marriott Intl Cl A (MAR) 0.2 $232k 1.8k 131.74
Etf Managers Tr Prime Cybr Scrty 0.2 $231k 4.0k 57.32
Shopify Cl A (SHOP) 0.2 $225k 199.00 1130.65
American Electric Power Company (AEP) 0.2 $211k 2.5k 82.97
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $209k 2.2k 95.52
American Fin Tr Com Class A 0.1 $129k 18k 7.37