Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $316,790,928 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 477,120 | $24,180,382 | 7.63% | |
| 2. | Capital Group Dividend Value | 475,869 | $18,792,033 | 5.93% | |
| 3. | IEF | 225,209 | $18,660,849 | 5.89% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 92,229 | $16,860,954 | 5.32% | |
| 5. | Harbor Etf Trust | 566,428 | $16,497,252 | 5.21% |
Hedge Fund Resource Center 
