WJ Wealth Management

WJ Wealth Management as of March 31, 2020

Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 23 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 21.4 $6.0M 84k 70.55
Invesco Qqq Trust Series 1 (QQQ) 11.8 $3.3M 17k 190.42
Ishares Tr cmn (GOVT) 10.6 $2.9M 105k 28.01
iShares S&P 500 Index (IVV) 10.1 $2.8M 11k 258.38
Ishares Tr usa min vo (USMV) 6.1 $1.7M 32k 54.00
SPDR Barclays Capital Inter Term (SPTI) 5.4 $1.5M 45k 33.12
Amazon (AMZN) 4.4 $1.2M 628.00 1949.04
iShares S&P 1500 Index Fund (ITOT) 3.4 $936k 16k 57.20
Vanguard High Dividend Yield ETF (VYM) 3.3 $919k 13k 70.71
iShares Dow Jones US Consumer Ser. (IYC) 3.1 $854k 4.8k 177.25
Apple (AAPL) 2.7 $742k 2.9k 254.37
Ishares Tr Ibonds December 2022 Corp Etf 2.7 $739k 30k 24.79
Ishares Tr core div grwth (DGRO) 2.6 $736k 23k 32.58
First Trust DB Strateg Val Idx Fnd (FTCS) 2.0 $562k 11k 49.73
Ishares Msci Usa Quality Facto invalid (QUAL) 1.9 $519k 6.4k 80.99
Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) 1.3 $370k 2.9k 125.64
Microsoft Corporation (MSFT) 1.3 $350k 2.2k 157.66
Netflix (NFLX) 1.2 $333k 886.00 375.85
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 1.1 $306k 1.5k 210.31
NVIDIA Corporation (NVDA) 0.9 $261k 991.00 263.37
Alphabet Inc Class C cs (GOOG) 0.9 $251k 216.00 1162.04
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.8 $231k 7.7k 29.90
Vanguard Mid-Cap ETF (VO) 0.8 $216k 1.6k 131.63