4J Wealth Management

4J Wealth Management as of March 31, 2023

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 76 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 8.9 $8.3M 166k 49.99
Ishares Tr Core S&p500 Etf (IVV) 7.5 $7.0M 17k 411.08
Ishares Tr Ibonds 24 Trm Ts 6.3 $5.8M 243k 24.01
Ishares Tr Us Treas Bd Etf (GOVT) 5.8 $5.4M 231k 23.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.2 $4.9M 96k 50.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.0 $4.6M 15k 308.76
Apple (AAPL) 3.7 $3.4M 21k 164.90
Ishares Tr National Mun Etf (MUB) 3.5 $3.3M 30k 107.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.2 $3.0M 36k 82.16
Ishares Tr Ibonds 27 Trm Ts (IBTH) 2.6 $2.4M 107k 22.66
Tesla Motors (TSLA) 2.4 $2.2M 11k 207.46
Ishares Tr Global Tech Etf (IXN) 2.2 $2.1M 38k 54.36
Northrop Grumman Corporation (NOC) 1.9 $1.8M 3.8k 461.72
Ishares Tr Core High Dv Etf (HDV) 1.9 $1.7M 17k 101.66
Microsoft Corporation (MSFT) 1.7 $1.5M 5.4k 288.29
Amazon (AMZN) 1.6 $1.5M 14k 103.29
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.6 $1.5M 18k 80.55
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $1.4M 14k 96.70
Alphabet Cap Stk Cl C (GOOG) 1.4 $1.3M 13k 104.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.4 $1.3M 25k 51.28
Mastercard Incorporated Cl A (MA) 1.3 $1.2M 3.4k 363.43
Ishares U S Etf Tr Blackrock Short (MEAR) 1.3 $1.2M 24k 49.96
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.2 $1.2M 24k 48.48
NVIDIA Corporation (NVDA) 1.2 $1.1M 4.1k 277.80
Ishares Tr Ibonds Dec 1.2 $1.1M 43k 25.87
Exxon Mobil Corporation (XOM) 1.1 $1.0M 9.3k 109.66
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $1.0M 24k 41.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $930k 2.3k 409.39
Dentsply Sirona (XRAY) 0.9 $821k 21k 39.28
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.8 $787k 32k 24.53
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.8 $751k 32k 23.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $677k 11k 63.89
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $659k 9.1k 72.74
American Tower Reit (AMT) 0.7 $655k 3.2k 204.37
Ishares Tr Us Infrastruc (IFRA) 0.7 $610k 16k 37.32
Ishares Tr Ibonds Dec23 Etf 0.6 $594k 24k 25.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $584k 4.7k 124.06
Ishares Tr Ibonds 23 Trm Ts 0.6 $568k 23k 24.81
Ishares Tr Ibonds Dec24 Etf 0.6 $564k 23k 24.59
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $523k 11k 49.60
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.6 $515k 22k 23.08
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $513k 5.2k 99.12
Innovator Etfs Tr Us Eqt Ultra Bf (UJUN) 0.6 $512k 19k 27.57
Alphabet Cap Stk Cl A (GOOGL) 0.5 $492k 4.7k 103.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $481k 4.8k 100.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $475k 2.3k 204.06
Meta Platforms Cl A (META) 0.5 $472k 2.2k 211.94
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $457k 9.2k 49.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $446k 1.8k 250.19
Johnson & Johnson (JNJ) 0.5 $436k 2.8k 155.00
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $419k 2.8k 151.75
Spdr Gold Tr Gold Shs (GLD) 0.4 $401k 2.2k 183.22
Ishares Tr Ibonds Dec 25 (IBMN) 0.4 $370k 14k 26.61
TransDigm Group Incorporated (TDG) 0.4 $362k 491.00 737.44
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $357k 2.6k 139.03
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.4 $353k 11k 31.09
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $339k 14k 23.82
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $336k 10k 32.59
Texas Instruments Incorporated (TXN) 0.4 $334k 1.8k 186.01
UnitedHealth (UNH) 0.3 $311k 658.00 472.77
McDonald's Corporation (MCD) 0.3 $305k 1.1k 279.74
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $288k 849.00 339.32
Moody's Corporation (MCO) 0.3 $265k 866.00 306.09
Ishares Tr Ibonds 23 Trm Hg 0.3 $264k 11k 23.61
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.3 $263k 8.1k 32.67
Dominion Resources (D) 0.3 $257k 4.6k 55.91
Chevron Corporation (CVX) 0.3 $239k 1.5k 163.16
Ishares Tr Ibonds Dec2023 0.2 $230k 9.0k 25.43
Danaher Corporation (DHR) 0.2 $224k 889.00 252.14
General Electric Com New (GE) 0.2 $223k 2.3k 95.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $218k 678.00 320.83
Visa Com Cl A (V) 0.2 $217k 964.00 225.39
Abbvie (ABBV) 0.2 $216k 1.4k 159.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $216k 2.4k 90.56
Costco Wholesale Corporation (COST) 0.2 $205k 412.00 496.87
The Necessity Retail Reit In Com Class A 0.1 $110k 18k 6.28