WJ Wealth Management

WJ Wealth Management as of June 30, 2020

Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 51 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 21.1 $30M 121k 247.54
Ishares Tr Us Treas Bd Etf (GOVT) 12.8 $18M 650k 27.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 12.5 $18M 253k 70.60
Ishares Tr Msci Min Vol Etf (USMV) 7.7 $11M 182k 60.62
Ishares Tr 10-20 Yr Trs Etf (TLH) 4.3 $6.1M 36k 167.46
Ishares Tr Core S&p500 Etf (IVV) 3.9 $5.6M 18k 309.27
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.5 $5.0M 164k 30.74
Spdr Ser Tr Factst Inv Etf (XITK) 3.1 $4.4M 30k 145.75
Ishares Tr S&p 500 Grwt Etf (IVW) 2.6 $3.8M 18k 207.43
Ark Etf Tr Next Gnrtn Inter (ARKW) 2.6 $3.7M 43k 84.83
Amazon (AMZN) 2.6 $3.6M 1.3k 2759.09
Ishares Tr MRNGSTR LG-CP GR (ILCG) 2.6 $3.6M 16k 234.78
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.4 $3.5M 105k 33.18
Apple (AAPL) 1.4 $2.1M 5.6k 364.35
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $2.0M 30k 69.30
Ishares Tr U.s. Cnsm Sv Etf (IYC) 1.4 $2.0M 9.2k 218.71
Vanguard World Mega Grwth Ind (MGK) 1.4 $2.0M 12k 163.81
Ishares Tr Ibonds Dec22 Etf 0.9 $1.3M 52k 25.65
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 0.8 $1.2M 20k 58.42
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.7 $993k 14k 70.61
Microsoft Corporation (MSFT) 0.7 $984k 4.8k 203.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $944k 6.0k 156.60
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.6 $903k 5.1k 177.06
Netflix (NFLX) 0.6 $830k 1.8k 455.54
Ishares Tr Expanded Tech (IGV) 0.6 $824k 2.9k 283.16
NVIDIA Corporation (NVDA) 0.5 $738k 1.9k 380.41
Honeywell International (HON) 0.5 $708k 4.9k 144.79
General Mills (GIS) 0.5 $702k 11k 61.58
Alphabet Cap Stk Cl C (GOOG) 0.4 $637k 452.00 1409.29
Ishares Tr Usa Quality Fctr (QUAL) 0.4 $619k 6.4k 96.12
Square Cl A (SQ) 0.4 $568k 5.4k 104.99
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $517k 15k 35.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $468k 2.4k 191.88
Rockwell Automation (ROK) 0.3 $444k 2.1k 213.46
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $436k 2.7k 163.23
Wisdomtree Tr Cloud Computng (WCLD) 0.3 $431k 11k 38.87
Boeing Company (BA) 0.2 $345k 1.9k 183.32
Lpl Financial Holdings (LPLA) 0.2 $314k 4.0k 78.50
Ishares Tr Us Aer Def Etf (ITA) 0.2 $307k 1.9k 163.82
General Dynamics Corporation (GD) 0.2 $298k 2.0k 149.00
Kroger (KR) 0.2 $270k 8.0k 33.75
Ishares Tr Nasdaq Biotech (IBB) 0.2 $244k 1.8k 136.31
Ishares Tr Ibonds Dec21 Etf 0.2 $240k 9.5k 25.21
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $240k 910.00 263.74
Tesla Motors (TSLA) 0.2 $238k 220.00 1081.82
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $225k 696.00 323.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $216k 4.8k 44.93
Raytheon Technologies Corp (RTX) 0.2 $214k 3.5k 61.87
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $205k 3.9k 52.23
Ishares Tr Ibonds Dec20 Etf 0.1 $203k 8.1k 25.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $200k 1.1k 176.68