4J Wealth Management

4J Wealth Management as of June 30, 2021

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 73 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.8 $22M 50k 429.93
Ishares Tr Esg Awr Msci Usa (ESGU) 8.4 $9.6M 98k 98.46
Ishares Tr Us Treas Bd Etf (GOVT) 6.2 $7.1M 266k 26.60
Ishares Tr Tips Bd Etf (TIP) 3.7 $4.2M 33k 128.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $4.0M 15k 277.92
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.2 $3.6M 57k 63.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.0 $3.4M 62k 54.82
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 2.9 $3.3M 52k 63.34
Ishares Tr Global Tech Etf (IXN) 2.5 $2.9M 8.4k 337.48
Ishares Tr Msci Usa Value (VLUE) 2.4 $2.8M 26k 105.08
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $2.6M 23k 112.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $2.5M 30k 86.16
Amazon (AMZN) 2.2 $2.5M 716.00 3439.94
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $1.9M 11k 173.42
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.6 $1.9M 31k 60.52
Ishares Tr National Mun Etf (MUB) 1.6 $1.8M 15k 117.21
Alphabet Cap Stk Cl C (GOOG) 1.5 $1.7M 691.00 2506.51
Ishares Tr Global Finls Etf (IXG) 1.5 $1.7M 21k 77.60
Apple (AAPL) 1.4 $1.6M 12k 136.93
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.5M 13k 112.96
Microsoft Corporation (MSFT) 1.3 $1.5M 5.4k 270.89
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.3 $1.5M 43k 34.51
Mastercard Incorporated Cl A (MA) 1.3 $1.5M 4.0k 365.05
Northrop Grumman Corporation (NOC) 1.2 $1.4M 3.8k 363.30
Dentsply Sirona (XRAY) 1.2 $1.3M 21k 63.28
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.3M 18k 72.75
Ishares U S Etf Tr Blackrock Short (MEAR) 1.1 $1.2M 25k 50.18
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.1 $1.2M 24k 51.84
Facebook Cl A (META) 0.9 $1.1M 3.1k 347.74
NVIDIA Corporation (NVDA) 0.9 $1.1M 1.3k 799.85
American Tower Reit (AMT) 0.9 $1.0M 3.8k 270.16
Sea Sponsord Ads (SE) 0.9 $989k 3.6k 274.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $956k 2.2k 428.12
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $938k 13k 73.58
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.8 $875k 17k 50.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $817k 6.1k 132.93
Netflix (NFLX) 0.6 $720k 1.4k 527.86
Exxon Mobil Corporation (XOM) 0.6 $668k 11k 63.05
Alphabet Cap Stk Cl A (GOOGL) 0.6 $650k 266.00 2443.61
Ishares Tr Barclays 7 10 Yr (IEF) 0.6 $643k 5.6k 115.44
Ishares Tr Mbs Etf (MBB) 0.5 $584k 5.4k 108.31
Ishares Tr Faln Angls Usd (FALN) 0.5 $572k 19k 29.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $505k 2.3k 222.66
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.4 $483k 9.6k 50.50
TransDigm Group Incorporated (TDG) 0.4 $424k 655.00 647.33
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $423k 2.9k 147.75
Dominion Resources (D) 0.3 $400k 5.4k 73.58
Spdr Gold Tr Gold Shs (GLD) 0.3 $399k 2.4k 165.56
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.3 $383k 7.5k 50.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $375k 2.6k 144.18
Shopify Cl A (SHOP) 0.3 $371k 254.00 1460.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $364k 1.4k 268.83
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $362k 897.00 403.57
Nextera Energy (NEE) 0.3 $360k 4.9k 73.26
Johnson & Johnson (JNJ) 0.3 $356k 2.2k 164.74
Moody's Corporation (MCO) 0.3 $337k 931.00 361.98
Square Cl A (SQ) 0.3 $330k 1.4k 243.90
Walt Disney Company (DIS) 0.3 $326k 1.9k 175.74
General Motors Company (GM) 0.3 $318k 5.4k 59.18
General Electric Company 0.3 $308k 23k 13.44
Ishares Tr Exponential Tech (XT) 0.3 $305k 4.8k 63.28
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $304k 6.0k 50.77
McDonald's Corporation (MCD) 0.2 $280k 1.2k 230.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $274k 2.8k 98.60
Visa Com Cl A (V) 0.2 $261k 1.1k 233.87
Innovator Etfs Tr S&p 500 Buffer (BJUL) 0.2 $259k 8.3k 31.39
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $256k 2.2k 115.16
Fs Kkr Capital Corp (FSK) 0.2 $232k 11k 21.54
American Electric Power Company (AEP) 0.2 $226k 2.7k 84.42
Marriott Intl Cl A (MAR) 0.2 $211k 1.5k 136.48
UnitedHealth (UNH) 0.2 $208k 520.00 400.00
Etf Managers Tr Prime Cybr Scrty 0.2 $206k 3.4k 60.50
American Fin Tr Com Class A 0.1 $148k 18k 8.46