WJ Wealth Management

WJ Wealth Management as of Dec. 31, 2019

Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 34 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 14.3 $5.7M 86k 65.90
iShares S&P 500 Index (IVV) 11.8 $4.7M 15k 323.24
Invesco Qqq Trust Series 1 (QQQ) 11.6 $4.6M 22k 212.61
Ishares Tr cmn (GOVT) 7.3 $2.9M 112k 25.94
Vanguard High Dividend Yield ETF (VYM) 4.8 $1.9M 21k 93.72
Ishares Tr usa min vo (USMV) 4.8 $1.9M 29k 65.59
iShares Dow Jones US Consumer Ser. (IYC) 3.7 $1.5M 6.4k 228.24
iShares S&P 1500 Index Fund (ITOT) 3.6 $1.4M 20k 72.67
Ishares Tr core div grwth (DGRO) 3.3 $1.3M 31k 42.08
Boeing Company (BA) 3.0 $1.2M 3.7k 325.63
Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) 2.9 $1.2M 8.2k 141.47
Amazon (AMZN) 2.2 $876k 474.00 1848.10
Ishares Tr Ibonds December 2022 Corp Etf 2.1 $847k 34k 25.29
First Trust DB Strateg Val Idx Fnd (FTCS) 2.0 $810k 13k 60.34
Apple (AAPL) 2.0 $797k 2.7k 293.66
Ishares Msci Usa Quality Facto invalid (QUAL) 1.9 $758k 7.5k 101.00
Schwab U S Small Cap ETF (SCHA) 1.9 $740k 9.8k 75.62
Vanguard Mid-Cap ETF (VO) 1.6 $620k 3.5k 178.16
Invesco S&p Smallcap Low Volatility Etf (XSLV) 1.5 $598k 12k 50.84
Spdr Ser Tr kensho new eco (KOMP) 1.3 $502k 14k 36.12
iShares Russell 2000 Growth Index (IWO) 1.2 $495k 2.3k 214.19
SPDR S&P MidCap 400 ETF (MDY) 1.2 $471k 1.3k 375.30
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 1.1 $431k 1.9k 232.97
Ishares Tr fltg rate nt (FLOT) 1.1 $416k 8.2k 50.91
Invesco Exchange W&p 500 Qualit equities (SPHQ) 1.0 $406k 11k 36.59
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.0 $396k 7.4k 53.75
iShares S&P MidCap 400 Index (IJH) 1.0 $384k 1.9k 205.57
Microsoft Corporation (MSFT) 0.9 $340k 2.2k 157.77
Ishares Tr 2020 invtgr bd 0.9 $341k 14k 24.58
Netflix (NFLX) 0.7 $295k 911.00 323.82
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.7 $285k 5.7k 50.22
Alphabet Inc Class C cs (GOOG) 0.6 $251k 188.00 1335.11
NVIDIA Corporation (NVDA) 0.5 $213k 907.00 234.84
Spdr Series Trust cmn (XITK) 0.5 $213k 1.9k 113.30