WJ Wealth Management

WJ Wealth Management as of Dec. 31, 2020

Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.8 $5.4M 17k 313.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 11.4 $3.7M 53k 69.43
Ishares Tr Core S&p500 Etf (IVV) 7.1 $2.3M 6.1k 375.39
Amazon (AMZN) 6.6 $2.1M 652.00 3257.67
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.2 $1.7M 51k 33.07
Apple (AAPL) 4.5 $1.4M 11k 132.67
Ishares Tr Us Treas Bd Etf (GOVT) 4.2 $1.4M 50k 27.24
Ishares Tr U.s. Cnsm Sv Etf (IYC) 3.4 $1.1M 16k 70.48
Spdr Ser Tr Factst Inv Etf (XITK) 3.3 $1.1M 4.9k 215.07
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $948k 14k 67.88
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $885k 10k 86.27
Square Cl A (SQ) 2.2 $722k 3.3k 217.54
Microsoft Corporation (MSFT) 1.8 $585k 2.6k 222.26
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $562k 2.9k 194.67
Honeywell International (HON) 1.6 $525k 2.5k 212.81
Netflix (NFLX) 1.6 $506k 935.00 541.18
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $502k 4.3k 118.12
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.5 $488k 7.2k 67.54
NVIDIA Corporation (NVDA) 1.5 $486k 931.00 522.02
Ishares Tr Core Total Usd (IUSB) 1.4 $443k 8.1k 54.52
Ishares Tr Ibonds Dec22 Etf 1.4 $443k 17k 25.59
Spdr Ser Tr Portfolio Ln Cor (SPLB) 1.4 $440k 13k 33.11
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.4 $440k 3.0k 146.42
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 1.4 $436k 1.9k 228.27
Ishares Tr Expanded Tech (IGV) 1.2 $386k 1.1k 354.13
Ishares Tr Msci Usa Esg Slc (SUSA) 1.2 $379k 4.6k 82.39
General Mills (GIS) 1.0 $335k 5.7k 58.77
Boeing Company (BA) 0.9 $298k 1.4k 214.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $298k 2.6k 116.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $291k 1.2k 241.49
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $265k 6.3k 42.06
Rockwell Automation (ROK) 0.8 $261k 1.0k 250.96
Ishares Tr Mbs Etf (MBB) 0.8 $251k 2.3k 110.33
Wisdomtree Tr Cloud Computng (WCLD) 0.8 $250k 4.7k 53.48
Alphabet Cap Stk Cl C (GOOG) 0.7 $217k 124.00 1750.00
Renaissance Cap Greenwich Ipo Etf (IPO) 0.7 $213k 3.3k 64.55
Lpl Financial Holdings (LPLA) 0.6 $208k 2.0k 104.00