4J Wealth Management

4J Wealth Management as of March 31, 2021

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 72 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.2 $20M 49k 397.82
Ishares Tr Esg Awr Msci Usa (ESGU) 7.8 $8.3M 92k 90.88
Ishares Tr Us Treas Bd Etf (GOVT) 6.1 $6.6M 252k 26.19
Ishares Tr Tips Bd Etf (TIP) 3.8 $4.1M 33k 125.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $3.7M 15k 255.48
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.9 $3.2M 49k 64.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $2.7M 31k 86.26
Ishares Tr Msci Usa Value (VLUE) 2.5 $2.6M 26k 102.47
Ishares Tr Global Tech Etf (IXN) 2.3 $2.5M 8.0k 307.74
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $2.5M 23k 108.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.3 $2.5M 19k 130.08
Amazon (AMZN) 2.0 $2.2M 699.00 3094.42
Ishares Tr Mbs Etf (MBB) 2.0 $2.2M 20k 108.41
Ishares Tr National Mun Etf (MUB) 1.9 $2.1M 18k 116.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $2.0M 37k 54.68
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.9 $2.0M 34k 59.22
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $1.8M 11k 160.85
Ishares Tr U.s. Med Dvc Etf (IHI) 1.6 $1.7M 5.2k 330.29
Ishares Esg Awr Msci Em (ESGE) 1.5 $1.6M 38k 43.32
Apple (AAPL) 1.4 $1.5M 12k 122.14
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.4M 13k 108.50
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.4M 689.00 2068.21
Mastercard Incorporated Cl A (MA) 1.3 $1.4M 4.0k 356.03
Dentsply Sirona (XRAY) 1.2 $1.3M 21k 63.81
Microsoft Corporation (MSFT) 1.2 $1.3M 5.5k 235.76
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.2 $1.2M 24k 51.79
Northrop Grumman Corporation (NOC) 1.1 $1.2M 3.8k 323.61
Ishares U S Etf Tr Blackrock Short (MEAR) 1.1 $1.2M 24k 50.25
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.2M 18k 65.13
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $940k 14k 69.22
American Tower Reit (AMT) 0.9 $917k 3.8k 239.05
Facebook Cl A (META) 0.8 $910k 3.1k 294.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $899k 2.3k 396.21
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.8 $880k 18k 50.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $827k 6.8k 121.78
Sea Sponsord Ads (SE) 0.8 $825k 3.7k 223.15
Match Group (MTCH) 0.7 $801k 3.7k 216.25
Ishares Core Msci Emkt (IEMG) 0.7 $792k 12k 64.35
NVIDIA Corporation (NVDA) 0.7 $722k 1.4k 533.63
Netflix (NFLX) 0.6 $685k 1.3k 521.31
Ishares Tr Barclays 7 10 Yr (IEF) 0.6 $683k 6.0k 112.99
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $623k 12k 50.47
Exxon Mobil Corporation (XOM) 0.6 $592k 11k 55.88
Alphabet Cap Stk Cl A (GOOGL) 0.5 $534k 259.00 2061.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $469k 2.3k 206.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $441k 3.3k 135.40
Innovator Etfs Tr S&p 500 Buffer (BJUL) 0.4 $424k 14k 30.98
Dominion Resources (D) 0.4 $417k 5.5k 75.87
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $406k 2.9k 141.17
TransDigm Group Incorporated (TDG) 0.4 $384k 654.00 587.16
Nextera Energy (NEE) 0.3 $372k 4.9k 75.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $360k 1.4k 260.12
Johnson & Johnson (JNJ) 0.3 $355k 2.2k 164.28
Walt Disney Company (DIS) 0.3 $345k 1.9k 184.49
Spdr Gold Tr Gold Shs (GLD) 0.3 $338k 2.1k 159.89
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $337k 934.00 360.81
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.3 $334k 7.5k 44.44
General Electric Company 0.3 $311k 24k 13.12
Square Cl A (SQ) 0.3 $307k 1.4k 226.90
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $304k 6.0k 50.77
General Motors Company (GM) 0.3 $303k 5.3k 57.46
Ishares Tr Exponential Tech (XT) 0.3 $291k 4.9k 59.27
Shopify Cl A (SHOP) 0.3 $279k 252.00 1107.14
Moody's Corporation (MCO) 0.3 $278k 931.00 298.60
McDonald's Corporation (MCD) 0.3 $272k 1.2k 224.05
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $268k 2.4k 113.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $255k 2.8k 91.76
Visa Com Cl A (V) 0.2 $236k 1.1k 211.47
Marriott Intl Cl A (MAR) 0.2 $229k 1.5k 148.12
American Electric Power Company (AEP) 0.2 $227k 2.7k 84.80
Hilton Worldwide Holdings (HLT) 0.2 $200k 1.7k 120.92
American Fin Tr Com Class A 0.2 $172k 18k 9.83