4J Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    alexandria, VA
  • CIK
    0001840775
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

84

$123.52M
IVV, DGRO, TCAF, TFLR
13F-HR
Jan 23, 2025
000175496025000062

88

$129.14M
IVV, DGRO, GOVT, TCAF
13F-HR
Nov 1, 2024
000175496024000541

86

$120.95M
IVV, DGRO, GOVT, TCAF
13F-HR
Jul 18, 2024
000175496024000279

87

$115.85M
IVV, DGRO, GOVT, TCAF
13F-HR
Apr 23, 2024
000175496024000171

84

$109.49M
IVV, DGRO, GOVT, TCAF
13F-HR
Jan 22, 2024
000175496024000050

84

$100.48M
DGRO, IVV, IBTE, GOVT
13F-HR
Oct 24, 2023
000175496023000300

86

$103.08M
DGRO, IVV, IBTE, GOVT
13F-HR
Jul 14, 2023
000175496023000195

76

$93.16M
DGRO, IVV, IBTE, GOVT
13F-HR
Apr 21, 2023
000175496023000113

76

$86.10M
ESGU, IVV, IBTE, GOVT
13F-HR
Jan 18, 2023
000175496023000025

69

$78.14M
ESGU, GOVT, IVV, IBTE
RESTATEMENT
Oct 27, 2022
000175496022000282

66

$79.48M
ESGU, GOVT, IVV, XLU
13F-HR
Aug 1, 2022
000175496022000202

76

$114.26M
IVV, ESGU, GOVT, BRK.B
13F-HR
Apr 28, 2022
000175496022000115

77

$118.81M
IVV, ESGU, GOVT, TIP
13F-HR
Jan 20, 2022
000175496022000029

76

$115.04M
IVV, ESGU, GOVT, TIP
13F-HR
Oct 19, 2021
000175496021000195

73

$114.55M
IVV, ESGU, GOVT, TIP
13F-HR
Jul 13, 2021
000175496021000107

72

$107.50M
IVV, ESGU, GOVT, TIP
13F-HR
Apr 13, 2021
000175496021000051

73

$103.91M
IVV, ESGU, GOVT, TIP
13F-HR
Jan 15, 2021
000175496021000017