Instuitional Investor - Wj Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wj Wealth Management, Llc |
| Portfolio Value | $213,557,383 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 435,278 | $22,029,360 | 10.32% | |
| 2. | Capital Group Dividend Value | 408,811 | $17,390,771 | 8.14% | |
| 3. | Tcw Etf Trust | 427,989 | $16,807,109 | 7.87% | |
| 4. | Blackrock Etf Trust Ii | 220,373 | $11,444,038 | 5.36% | |
| 5. | Dimensional Etf Trust | 238,609 | $8,520,740 | 3.99% |