DHJJ Financial Advisors

DHJJ Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 103 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.5 $21M 68k 313.74
Ishares Tr Core S&p Mcp Etf (IJH) 9.7 $16M 67k 229.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $6.9M 108k 64.14
Ishares Tr Russell 2000 Etf (IWM) 4.0 $6.4M 33k 196.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $5.7M 84k 68.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $5.7M 44k 128.42
First Tr Value Line Divid In SHS (FVD) 3.2 $5.2M 147k 35.07
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.6 $4.2M 62k 67.50
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $3.9M 28k 141.18
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $3.9M 16k 241.16
Ishares Tr Rus 2000 Grw Etf (IWO) 2.3 $3.7M 13k 286.70
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 2.1 $3.3M 95k 35.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.1M 8.3k 373.88
First Tr Exchange-traded Dj Internt Idx (FDN) 1.9 $3.0M 14k 212.20
United Parcel Service CL B (UPS) 1.8 $2.9M 17k 168.39
Innovator Etfs Tr S&p 500 Buffer (BJAN) 1.7 $2.7M 81k 32.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $2.5M 28k 89.00
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 1.5 $2.4M 71k 33.31
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.4 $2.2M 56k 39.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.0M 22k 90.97
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 1.1 $1.8M 12k 151.33
Innovator Etfs Tr Russell 2000 P (KOCT) 1.1 $1.8M 68k 25.94
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $1.6M 6.2k 253.56
Caterpillar (CAT) 1.0 $1.5M 8.3k 182.04
Vanguard World Fds Consum Stp Etf (VDC) 1.0 $1.5M 8.7k 173.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.5M 42k 36.01
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.9 $1.5M 54k 27.28
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.9 $1.5M 18k 83.06
Apple (AAPL) 0.9 $1.4M 11k 132.72
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.3M 17k 79.87
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $1.3M 27k 49.46
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.3M 23k 56.71
Innovator Etfs Tr S&p 500 Buffer (BSEP) 0.8 $1.3M 44k 29.15
Innovator Etfs Tr S&p 500 Buffer (BFEB) 0.7 $1.1M 42k 27.19
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.6 $980k 33k 29.64
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $976k 21k 47.57
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.6 $968k 47k 20.81
Innovator Etfs Tr Nasdaq 100 Pwr (NJAN) 0.6 $892k 23k 38.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $880k 16k 56.21
Innovator Etfs Tr S&p 500 Buffer (BJUN) 0.5 $866k 28k 31.16
Innovator Etfs Tr Msci Eafe Pwr (IJAN) 0.5 $838k 33k 25.55
Innovator Etfs Tr Russell 2000 P (KJAN) 0.5 $789k 27k 29.01
McDonald's Corporation (MCD) 0.5 $776k 3.6k 214.48
Nike CL B (NKE) 0.5 $750k 5.3k 141.48
Innovator Etfs Tr S&P 500 PWR (PSEP) 0.5 $742k 27k 27.91
Ishares Tr Rus 1000 Etf (IWB) 0.5 $740k 3.5k 211.85
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.5 $729k 25k 29.28
Amazon (AMZN) 0.4 $694k 213.00 3258.22
Innovator Etfs Tr S&p 500 Buffer (BMAR) 0.4 $681k 23k 29.66
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $679k 21k 33.09
Innovator Etfs Tr Nasdaq 100 Pwr (NOCT) 0.4 $653k 18k 36.14
Innovator Etfs Tr Nasdaq 100 Pwer (NJUL) 0.4 $599k 13k 44.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $577k 2.5k 231.73
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.4 $576k 14k 40.49
Innovator Etfs Tr S&p 500 Buffer (BJUL) 0.4 $569k 19k 30.13
Innovator Etfs Tr S&p 500 Bufetf (BOCT) 0.3 $551k 18k 30.06
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.3 $542k 18k 30.06
Vanguard World Fds Health Car Etf (VHT) 0.3 $537k 2.4k 223.94
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $521k 11k 48.67
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.3 $511k 25k 20.46
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.3 $509k 6.9k 73.43
Merck & Co (MRK) 0.3 $473k 5.8k 81.81
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 0.3 $469k 17k 28.32
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.3 $469k 17k 28.42
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $465k 1.8k 261.82
Innovator Etfs Tr S&p 500 Buffer (BAUG) 0.3 $457k 15k 29.79
Innovator Etfs Tr S&p 500 Pwr Bu (PAUG) 0.3 $433k 15k 28.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $429k 4.7k 91.04
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $426k 13k 33.02
Innovator Etfs Tr S&p 500 Ultra (UAPR) 0.3 $424k 17k 25.00
Microsoft Corporation (MSFT) 0.2 $388k 1.7k 222.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $356k 3.4k 105.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $350k 2.7k 131.63
Innovator Etfs Tr S&p 500 Ultra (USEP) 0.2 $342k 13k 27.13
Innovator Etfs Tr S&p 500 Ultra (UFEB) 0.2 $336k 13k 26.09
Innovator Etfs Tr S&p 500 Ultra (UJAN) 0.2 $336k 11k 29.89
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $318k 15k 20.99
Innovator Etfs Tr Double Stackr 9 0.2 $313k 12k 27.17
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $312k 16k 19.42
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $308k 9.5k 32.37
Redfin Corp (RDFN) 0.2 $294k 4.3k 68.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $293k 4.9k 59.54
Facebook Cl A (META) 0.2 $287k 1.0k 273.59
Mastercard Incorporated Cl A (MA) 0.2 $284k 797.00 356.34
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $281k 3.7k 76.99
Home Depot (HD) 0.2 $279k 1.0k 265.97
Johnson & Johnson (JNJ) 0.2 $273k 1.7k 157.44
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $265k 17k 15.28
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $261k 4.8k 53.88
Innovator Etfs Tr S&p 500 Buffer E (BDEC) 0.2 $260k 8.5k 30.47
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $250k 4.9k 50.76
JPMorgan Chase & Co. (JPM) 0.2 $241k 1.9k 127.04
Innovator Etfs Tr S&p 500 Ultra (UAUG) 0.1 $230k 8.2k 27.90
Innovator Etfs Tr S&p 500 Power (PJAN) 0.1 $228k 7.5k 30.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $224k 883.00 253.68
Innovator Etfs Tr Msci Eafe Pwr (IJUL) 0.1 $222k 9.3k 23.89
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.1 $219k 7.0k 31.11
At&t (T) 0.1 $212k 7.4k 28.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $206k 3.0k 68.67
Innovator Etfs Tr S&p 500 Power (PNOV) 0.1 $204k 7.0k 28.98
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $202k 6.4k 31.59
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $201k 10k 20.20
First Trust/Four Corners SFRI Fund II (FCT) 0.1 $201k 17k 11.64