DHJJ Financial Advisors, Ltd.
Q4 2024 13F Holdings
- Locationnaperville, IL
- Num holdings
899
- Value ($000)
$256,741
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001844716
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $29.64M | 12 % | 57,974 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.26M | 8 % | 309,054 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.29M | 4 % | 376,714 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.65M | 4 % | 346,140 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $7.47M | 3 % | 33,804 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.74M | 3 % | 16,783 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.41M | 3 % | 32,738 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $6.24M | 2 % | 142,914 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $5.97M | 2 % | 60,622 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $5.85M | 2 % | 210,955 |
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