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Home > Institutional Investor > Dhjj Financial Advisors, Ltd. > Profile

Instuitional Investor - Dhjj Financial Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Dhjj Financial Advisors, Ltd.
Portfolio Value $276,936,062
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 56,905 $31,391,257 11.34%
2.
Ishares Trust
 IEF 305,619 $18,954,476 6.84%
3.
Schwab Strategic Trust
 FNDF 383,236 $10,155,745 3.67%
4.
Schwab Strategic Trust
 FNDF 337,235 $9,850,634 3.56%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 147,087 $7,454,381 2.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)