4J Wealth Management LLC
Q1 2025 13F Holdings
- Locationmclean, VA
- Num holdings
89
- Value ($000)
$126,816
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001840775
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.70 M | 16 % | 36,833 | ||
TFLR T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $8.44 M | 7 % | 165,396 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $8.12 M | 6 % | 251,658 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $7.32 M | 6 % | 13,746 | ||
BUFB INNOVATOR ETFS TRUST | LADDERED ALC BFR | 45783Y756 | $6.33 M | 5 % | 201,453 | ||
IBDQ ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | $4.41 M | 4 % | 175,514 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $4.07 M | 3 % | 34,414 | ||
TOUS T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 | $4.03 M | 3 % | 138,038 | ||
AAPL APPLE INC | COM | 037833100 | $3.74 M | 3 % | 16,838 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.52 M | 3 % | 32,436 |
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