Instuitional Investor - Wj Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 408,012 | $20,106,714 | 7.93% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 394,346 | $19,941,934 | 7.87% | |
| 3. | Tcw Etf Trust | 385,728 | $15,124,251 | 5.97% | |
| 4. | Blackrock Etf Trust Ii - ISHA FLEX IN ETF | 240,233 | $12,573,806 | 4.96% | |
| 5. | DFAC | 265,332 | $10,491,196 | 4.14% |
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