DHJJ Financial Advisors

DHJJ Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 130 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.9 $25M 64k 398.26
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $19M 66k 283.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.5 $9.6M 119k 80.83
Ishares Tr Russell 2000 Etf (IWM) 3.6 $7.7M 35k 222.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $7.5M 93k 80.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $7.4M 46k 163.75
First Tr Value Line Divid In SHS (FVD) 3.1 $6.7M 156k 43.04
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.8 $6.0M 71k 84.70
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $5.5M 32k 171.76
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $4.7M 15k 305.60
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.0 $4.2M 86k 48.95
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 1.7 $3.7M 95k 38.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.6M 7.7k 475.66
United Parcel Service CL B (UPS) 1.7 $3.6M 17k 214.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $3.5M 34k 102.48
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.5 $3.2M 85k 37.29
First Tr Exchange-traded Dj Internt Idx (FDN) 1.4 $3.1M 14k 226.12
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.4 $3.0M 65k 45.77
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $2.9M 9.7k 293.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.8M 25k 113.02
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 1.1 $2.4M 68k 35.32
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $2.2M 6.8k 324.08
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $2.1M 21k 98.17
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 1.0 $2.1M 75k 27.55
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 1.0 $2.0M 12k 169.78
Apple (AAPL) 0.9 $1.9M 11k 177.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.9M 48k 38.94
Caterpillar (CAT) 0.8 $1.7M 8.4k 206.77
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.8 $1.7M 52k 33.40
Vanguard World Fds Consum Stp Etf (VDC) 0.8 $1.7M 8.7k 199.89
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.7M 30k 56.98
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.8 $1.7M 17k 101.63
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $1.7M 57k 29.33
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $1.6M 26k 62.86
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.8 $1.6M 38k 42.50
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.7 $1.5M 46k 32.11
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.7 $1.5M 46k 32.45
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.5 $1.1M 37k 30.40
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.5 $1.1M 34k 33.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.1M 15k 68.65
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $1.0M 22k 47.87
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.5 $1.0M 21k 48.15
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.5 $1.0M 37k 27.40
McDonald's Corporation (MCD) 0.5 $1.0M 3.8k 268.13
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.5 $1.0M 49k 20.82
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.5 $986k 29k 34.64
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $976k 32k 30.56
Us Bancorp Del Com New (USB) 0.4 $956k 19k 50.85
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $953k 25k 38.47
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.4 $939k 27k 34.52
Ishares Tr Rus 1000 Etf (IWB) 0.4 $924k 3.5k 264.38
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.4 $871k 22k 40.46
Amazon (AMZN) 0.4 $830k 248.00 3346.77
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $822k 25k 32.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $820k 2.7k 298.94
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.4 $800k 29k 27.69
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.4 $791k 24k 33.36
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.4 $753k 23k 32.22
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.3 $720k 21k 34.59
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.3 $692k 21k 33.41
Nike CL B (NKE) 0.3 $691k 4.1k 166.79
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $686k 22k 31.54
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $662k 10k 65.85
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.3 $659k 14k 48.01
Innovator Etfs Tr Triple Stker Oct 0.3 $655k 20k 32.39
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.3 $634k 21k 30.43
Microsoft Corporation (MSFT) 0.3 $616k 1.8k 336.43
Vanguard World Fds Health Car Etf (VHT) 0.3 $603k 2.3k 266.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $590k 20k 28.98
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.3 $582k 15k 38.76
Innovator Etfs Tr Triple Stkr Jan 0.3 $576k 19k 30.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $571k 5.0k 113.84
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $544k 15k 36.56
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $541k 1.7k 320.50
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 0.2 $530k 16k 33.19
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $523k 16k 32.35
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.2 $513k 19k 26.45
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.2 $489k 24k 20.55
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.2 $487k 18k 27.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $484k 6.6k 73.29
Innovator Etfs Tr Double Stackr 9 0.2 $481k 16k 29.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $478k 3.7k 129.15
Innovator Etfs Tr Double Stackr 9 0.2 $478k 16k 30.25
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.2 $473k 13k 35.88
Home Depot (HD) 0.2 $457k 1.1k 415.08
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.2 $449k 14k 31.62
Merck & Co (MRK) 0.2 $443k 5.8k 76.62
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.2 $439k 17k 26.29
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $423k 17k 24.94
Willis Towers Watson SHS (WTW) 0.2 $416k 1.8k 237.44
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $416k 4.7k 88.19
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $408k 13k 30.83
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $407k 12k 35.28
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.2 $393k 12k 32.93
Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.2 $382k 13k 28.67
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.2 $380k 14k 27.93
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.2 $361k 17k 21.43
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $353k 3.6k 97.11
Meta Platforms Cl A (META) 0.2 $350k 1.0k 337.51
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $345k 12k 29.20
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $341k 11k 30.46
Innovator Etfs Tr Us Equity Accele (XBAP) 0.2 $333k 12k 27.45
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.2 $328k 9.9k 33.13
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.2 $324k 8.9k 36.39
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.1 $316k 10k 31.06
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $309k 16k 19.41
Johnson & Johnson (JNJ) 0.1 $305k 1.8k 170.87
JPMorgan Chase & Co. (JPM) 0.1 $301k 1.9k 158.17
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $299k 9.2k 32.42
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.1 $293k 12k 24.53
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $285k 4.9k 58.23
Vanguard Index Fds Growth Etf (VUG) 0.1 $281k 877.00 320.41
Mastercard Incorporated Cl A (MA) 0.1 $280k 780.00 358.97
Broadcom (AVGO) 0.1 $273k 411.00 664.23
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $264k 7.4k 35.70
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $259k 17k 14.98
Alphabet Cap Stk Cl A (GOOGL) 0.1 $255k 88.00 2897.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $255k 88.00 2897.73
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $253k 4.3k 58.69
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $250k 8.5k 29.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $249k 3.0k 83.00
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.1 $234k 7.2k 32.64
Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) 0.1 $229k 8.5k 27.00
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR) 0.1 $225k 9.9k 22.67
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.1 $222k 14k 16.41
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.1 $217k 7.3k 29.62
Innovator Etfs Tr Us Eqty Ultra B (UOCT) 0.1 $213k 7.5k 28.46
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $210k 6.3k 33.23
First Trust/Four Corners SFRI Fund II (FCT) 0.1 $208k 17k 12.04
Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.1 $204k 6.9k 29.53