4J Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Alexandria, VA
CIK
0001840775
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 84 109,486 IVV, DGRO, GOVT, TCAF 13F-HR 1/22/2024 000175496024000050
Q3 2023 84 100,482 DGRO, IVV, IBTE, GOVT 13F-HR 10/24/2023 000175496023000300
Q2 2023 86 103,084 DGRO, IVV, IBTE, GOVT 13F-HR 7/14/2023 000175496023000195
Q1 2023 76 93,155 DGRO, IVV, IBTE, GOVT 13F-HR 4/21/2023 000175496023000113
Q4 2022 76 86,100 ESGU, IVV, IBTE, GOVT 13F-HR 1/17/2023 000175496023000025
Q3 2022 69 78,137 ESGU, GOVT, IVV, IBTE RESTATEMENT 10/27/2022 000175496022000282
Q2 2022 66 79,485 ESGU, GOVT, IVV, XLU 13F-HR 8/1/2022 000175496022000202
Q1 2022 76 114,262 IVV, ESGU, GOVT, BRK-B 13F-HR 4/28/2022 000175496022000115
Q4 2021 77 118,805 IVV, ESGU, GOVT, TIP 13F-HR 1/19/2022 000175496022000029
Q3 2021 76 115,036 IVV, ESGU, GOVT, TIP 13F-HR 10/19/2021 000175496021000195
Q2 2021 73 114,549 IVV, ESGU, GOVT, TIP 13F-HR 7/12/2021 000175496021000107
Q1 2021 72 107,504 IVV, ESGU, GOVT, TIP 13F-HR 4/12/2021 000175496021000051
Q4 2020 73 103,905 IVV, ESGU, GOVT, TIP 13F-HR 1/15/2021 000175496021000017
Additional filings from 4J Wealth Management LLC that have since been restated