4J Wealth Management

4J Wealth Management as of Dec. 31, 2022

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 76 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Awr Msci Usa (ESGU) 8.5 $7.3M 87k 84.75
Ishares Tr Core S&p500 Etf (IVV) 7.6 $6.6M 17k 384.21
Ishares Tr Ibonds 24 Trm Ts (IBTE) 6.2 $5.3M 224k 23.85
Ishares Tr Us Treas Bd Etf (GOVT) 5.8 $5.0M 219k 22.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.4 $4.6M 15k 308.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.2 $4.5M 90k 49.82
Ishares Tr National Mun Etf (MUB) 3.8 $3.2M 31k 105.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.4 $2.9M 36k 81.17
Apple (AAPL) 3.2 $2.7M 21k 129.93
Ishares Tr Tips Bd Etf (TIP) 2.7 $2.3M 22k 106.44
Northrop Grumman Corporation (NOC) 2.4 $2.1M 3.8k 545.61
Ishares Tr Global Tech Etf (IXN) 2.0 $1.7M 38k 44.83
Ishares Tr Core High Dv Etf (HDV) 1.9 $1.7M 16k 104.24
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.6 $1.4M 17k 78.40
Microsoft Corporation (MSFT) 1.5 $1.3M 5.5k 239.81
Tesla Motors (TSLA) 1.5 $1.3M 11k 123.18
Mastercard Incorporated Cl A (MA) 1.5 $1.3M 3.7k 347.69
Amazon (AMZN) 1.5 $1.3M 15k 84.00
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $1.3M 14k 94.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $1.3M 26k 49.51
Alphabet Cap Stk Cl C (GOOG) 1.4 $1.2M 14k 88.73
Ishares U S Etf Tr Blackrock Short (MEAR) 1.4 $1.2M 24k 49.72
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.3 $1.2M 24k 47.86
Exxon Mobil Corporation (XOM) 1.2 $1.0M 9.3k 110.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $981k 24k 40.89
Ishares Tr Ibonds Dec (IBMM) 1.1 $976k 38k 25.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $869k 2.3k 382.43
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $747k 10k 72.10
American Tower Reit (AMT) 0.8 $714k 3.4k 211.84
NVIDIA Corporation (NVDA) 0.8 $703k 4.8k 146.15
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.8 $681k 28k 24.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $676k 12k 58.50
Dentsply Sirona (XRAY) 0.8 $665k 21k 31.84
Ishares Tr Us Infrastruc (IFRA) 0.7 $578k 16k 36.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $536k 4.7k 113.96
Ishares Tr Ibonds 23 Trm Ts 0.6 $527k 21k 24.70
Ishares Tr Ibonds Dec23 Etf 0.6 $524k 21k 25.03
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $519k 11k 49.27
Johnson & Johnson (JNJ) 0.6 $504k 2.9k 176.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $487k 5.1k 95.78
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.6 $475k 20k 23.28
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.5 $467k 19k 24.42
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $458k 9.3k 49.46
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.5 $455k 20k 22.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $447k 2.3k 191.22
Spdr Gold Tr Gold Shs (GLD) 0.5 $441k 2.6k 169.64
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $428k 2.9k 145.91
Alphabet Cap Stk Cl A (GOOGL) 0.5 $425k 4.8k 88.23
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $408k 2.8k 145.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $395k 1.6k 241.84
Innovator Etfs Tr Us Eqt Ultra Bf (UJUN) 0.5 $395k 15k 26.79
Unity Ban (UNTY) 0.4 $384k 14k 27.33
Nextera Energy (NEE) 0.4 $379k 4.5k 83.60
TransDigm Group Incorporated (TDG) 0.4 $373k 592.00 629.93
UnitedHealth (UNH) 0.4 $349k 658.00 530.38
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $340k 12k 29.71
Dominion Resources (D) 0.4 $330k 5.4k 61.32
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $324k 10k 31.46
Ishares Tr Ibonds Mar23 Etf 0.4 $323k 12k 26.51
Meta Platforms Cl A (META) 0.4 $310k 2.6k 120.34
Texas Instruments Incorporated (TXN) 0.3 $296k 1.8k 165.19
McDonald's Corporation (MCD) 0.3 $291k 1.1k 263.65
Ishares Tr Core Div Grwth (DGRO) 0.3 $262k 5.2k 50.00
Chevron Corporation (CVX) 0.3 $261k 1.5k 179.49
Ishares Tr Ibonds 23 Trm Hg 0.3 $256k 11k 23.47
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.3 $249k 8.1k 30.91
Moody's Corporation (MCO) 0.3 $241k 864.00 278.66
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $238k 849.00 280.00
Danaher Corporation (DHR) 0.3 $233k 879.00 265.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $226k 2.7k 84.80
Abbvie (ABBV) 0.3 $220k 1.4k 161.61
Ishares Tr Ibonds Dec2023 0.3 $218k 8.6k 25.35
Cigna Corp (CI) 0.2 $206k 623.00 331.34
Netflix (NFLX) 0.2 $204k 692.00 294.88
Visa Com Cl A (V) 0.2 $202k 972.00 207.68
The Necessity Retail Reit In Com Class A 0.1 $104k 18k 5.93