DHJJ Financial Advisors

DHJJ Financial Advisors as of March 31, 2022

Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 136 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.1 $23M 64k 362.04
Ishares Tr Core S&p Mcp Etf (IJH) 8.7 $18M 68k 270.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.5 $9.5M 119k 79.30
Ishares Tr Russell 2000 Etf (IWM) 3.5 $7.3M 35k 207.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $7.2M 95k 76.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $6.9M 92k 75.07
First Tr Value Line Divid In SHS (FVD) 3.2 $6.7M 159k 42.59
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.9 $6.0M 76k 78.54
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $5.2M 32k 162.89
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.3 $4.8M 101k 47.22
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $4.2M 15k 278.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.5M 7.8k 452.89
United Parcel Service CL B (UPS) 1.7 $3.5M 17k 206.63
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 1.7 $3.5M 92k 37.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $3.5M 73k 47.91
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.5 $3.2M 87k 36.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $3.0M 56k 53.57
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.4 $2.9M 67k 43.44
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.5M 9.7k 258.81
First Tr Exchange-traded Dj Internt Idx (FDN) 1.2 $2.5M 13k 188.99
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 1.1 $2.2M 64k 34.59
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $2.0M 21k 95.58
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.0 $2.0M 7.0k 287.84
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 1.0 $2.0M 12k 171.21
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.9 $2.0M 74k 26.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.9M 52k 37.01
Apple (AAPL) 0.9 $1.9M 11k 174.29
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.9 $1.9M 46k 40.59
Caterpillar (CAT) 0.9 $1.9M 8.4k 219.80
Vanguard World Fds Consum Stp Etf (VDC) 0.8 $1.7M 8.7k 198.83
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $1.7M 56k 29.94
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.8 $1.7M 52k 32.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.6M 31k 53.25
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.8 $1.6M 16k 98.63
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.7 $1.5M 26k 58.50
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.7 $1.5M 48k 31.30
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.6 $1.3M 41k 32.35
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.6 $1.2M 34k 34.13
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.5 $1.1M 37k 30.03
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $1.1M 23k 46.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.0M 15k 67.86
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.5 $1.0M 39k 26.43
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.5 $1.0M 22k 47.19
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.5 $979k 32k 30.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $965k 2.7k 351.80
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.5 $958k 48k 20.08
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.5 $955k 24k 39.53
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.5 $940k 25k 38.16
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.4 $929k 27k 34.35
McDonald's Corporation (MCD) 0.4 $904k 3.6k 249.17
Ishares Tr Rus 1000 Etf (IWB) 0.4 $878k 3.5k 251.22
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.4 $866k 25k 35.02
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $826k 25k 32.47
Amazon (AMZN) 0.4 $811k 248.00 3270.16
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $804k 25k 32.28
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.4 $788k 29k 27.50
Us Bancorp Del Com New (USB) 0.4 $786k 15k 52.87
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.4 $776k 24k 32.97
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.4 $753k 23k 32.22
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $702k 11k 63.91
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.3 $699k 21k 32.76
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.3 $697k 21k 34.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $695k 5.4k 129.54
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.3 $646k 14k 48.02
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $637k 20k 32.52
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.3 $627k 21k 30.18
Vanguard World Fds Health Car Etf (VHT) 0.3 $607k 2.4k 257.64
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.3 $601k 30k 20.01
Innovator Etfs Tr Triple Stkr Jan 0.3 $575k 20k 28.39
Innovator Etfs Tr Triple Stker Oct 0.3 $575k 18k 31.57
Microsoft Corporation (MSFT) 0.3 $567k 1.8k 309.67
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.3 $566k 15k 39.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $563k 20k 27.65
Nike CL B (NKE) 0.3 $553k 4.1k 133.48
Innovator Etfs Tr Double Stackr 9 0.3 $552k 20k 27.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $545k 7.6k 71.65
Innovator Etfs Tr Double Stackr 9 0.3 $542k 18k 29.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $542k 10k 53.99
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $538k 15k 36.15
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 0.3 $523k 16k 32.75
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $523k 1.7k 309.83
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.2 $501k 19k 25.79
Merck & Co (MRK) 0.2 $483k 5.8k 83.54
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.2 $475k 18k 26.90
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.2 $457k 21k 22.22
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.2 $452k 13k 34.29
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $444k 16k 27.97
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.2 $434k 14k 30.93
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $426k 14k 30.69
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.2 $419k 16k 26.50
Willis Towers Watson SHS (WTW) 0.2 $416k 1.8k 237.44
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $398k 4.5k 88.41
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $389k 11k 35.85
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.2 $383k 12k 32.09
Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.2 $375k 13k 28.33
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.2 $375k 12k 30.51
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $369k 13k 29.41
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.2 $361k 13k 28.03
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $354k 12k 30.23
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $346k 3.7k 92.32
Innovator Etfs Tr Us Equity Accele (XBAP) 0.2 $341k 12k 28.11
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $333k 9.6k 34.84
Home Depot (HD) 0.2 $332k 1.1k 301.54
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.2 $329k 9.3k 35.36
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.2 $325k 9.9k 32.83
Johnson & Johnson (JNJ) 0.2 $318k 1.8k 178.15
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.2 $316k 8.1k 38.98
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $315k 6.1k 51.63
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.1 $300k 13k 23.91
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $289k 9.3k 31.20
Mastercard Incorporated Cl A (MA) 0.1 $284k 780.00 364.10
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $279k 15k 18.33
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $259k 7.4k 35.02
Broadcom (AVGO) 0.1 $258k 411.00 627.74
Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) 0.1 $258k 8.5k 30.42
JPMorgan Chase & Co. (JPM) 0.1 $256k 1.9k 135.09
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $255k 4.3k 58.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $253k 877.00 288.48
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $252k 7.4k 33.83
Alphabet Cap Stk Cl A (GOOGL) 0.1 $252k 89.00 2831.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $248k 88.00 2818.18
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $248k 8.5k 29.03
Abbvie (ABBV) 0.1 $240k 1.5k 162.60
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR) 0.1 $236k 10k 22.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $235k 3.0k 78.33
Meta Platforms Cl A (META) 0.1 $234k 1.0k 224.78
Innovator Etfs Tr Us Eqty Ultra B (UOCT) 0.1 $229k 8.1k 28.32
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.1 $228k 7.1k 32.25
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $223k 4.6k 48.81
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $215k 16k 13.48
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.1 $215k 7.5k 28.64
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $212k 8.9k 23.79
Aim Etf Products Trust Us Lrg Cp Bufr20 (JANW) 0.1 $211k 8.1k 26.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $209k 973.00 214.80
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $204k 5.4k 37.88
First Trust/Four Corners SFRI Fund II (FCT) 0.1 $190k 15k 12.44