WJ Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Glendale, AZ
CIK
0001801674
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 71 230,048 TFLO, QUAL, CGDV, QQQ 13F-HR 1/16/2024 000108514624000255
Q3 2023 64 205,843 TFLO, QUAL, SHV, CGDV 13F-HR 10/10/2023 000108514623003685
Q2 2023 60 211,441 TFLO, QUAL, SHV, SHY 13F-HR 7/11/2023 000108514623002639
Q1 2023 50 147,851 IGSB, SHY, SHV, IUSV 13F-HR 4/12/2023 000108514623001643
Q4 2022 54 172,265 IUSV, DHS, TFLO, FLOT 13F-HR 2/15/2023 000108514623001396
Q3 2022 54 159,444 FLOT, IGSB, FLRN, DHS 13F-HR 10/18/2022 000108514622003472
Q2 2022 48 140,728 FLOT, FLRN, DHS, XLE 13F-HR 8/5/2022 000108514622002837
Q1 2022 49 150,398 FLOT, COWZ, QQQ, IUSV 13F-HR 5/12/2022 000108514622002017
Q4 2021 53 167,292 QQQ, IVV, IUSG, IUSV 13F-HR 2/14/2022 000108514622001028
Q3 2021 54 150,375 QQQ, FLRN, IUSG, IVV RESTATEMENT 10/15/2021 000108514621002800
Q2 2021 42 32,271 QQQ, VGIT, IVV, AMZN 13F-HR 8/3/2021 000108514621002202
Q1 2021 42 32,153 QQQ, VGIT, IVV, FLRN 13F-HR 4/28/2021 000108514621001332
Q4 2020 37 32,142 QQQ, VGIT, IVV, AMZN 13F-HR 1/20/2021 000108514621000203
Q3 2020 31 30,875 QQQ, VGIT, SPTI, IVV 13F-HR 10/14/2020 000108514620002520
Q2 2020 51 142,554 QQQ, GOVT, VGIT, USMV 13F-HR 8/3/2020 000108514620001977
Q1 2020 23 27,755 VGIT, QQQ, GOVT, IVV 13F-HR 4/21/2020 000108514620001171
Q4 2019 34 39,658 VGIT, IVV, QQQ, GOVT 13F-HR 1/31/2020 000108514620000354
Additional filings from WJ Wealth Management, LLC that have since been restated