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CIK: 0001844716
Total reported value
$346.9M
$346.9M
833 檔
20.7%
During the Q2 2024 filing period, DHJJ Financial Advisors, Ltd. (CIK: 0001844716) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $346.9M across 833 reported positions.
During Q2 2024, DHJJ Financial Advisors, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 833 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.80% | +1.18% | +0.46% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.90% | -0.07% | -0.07% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.03% | -0.11% | +2.76% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.68% | +0.08% | +1.29% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.95% | +0.13% | +0.22% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.68% | -0.02% | +0.11% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.53% | -0.17% | +1.99% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.49% | -0.05% | -0.01% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.28% | -0.13% | -5.10% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.26% | +0.15% | -0.35% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.11% | -0.05% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.02% | +6.01% | |
| 13 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.38% | -0.05% | -0.34% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.35% | +0.23% | -2.57% | |
| 15 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.34% | -0.06% | -2.36% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.20% | -0.03% | -0.76% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.19% | -0.02% | +5.16% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.05% | -0.08% | +2.22% | |
| 19 | IHDG | Wisdomtree International Hed | ETF-Other | 1.00% | -0.06% | +4.20% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.98% | -0.03% | — | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.98% | +0.03% | -0.72% | |
| 22 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | +0.20% | +1.75% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.01% | -4.35% | |
| 24 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.79% | -0.05% | -32.32% | |
| 25 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.77% | -0.24% | +58.86% | |
| 26 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.72% | -0.03% | -1.10% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | -0.59% | +0.16% | |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.69% | +0.03% | -0.77% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.68% | -0.04% | +9.98% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.68% | -0.05% | -4.98% | |
| 31 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.66% | -0.03% | -12.09% | |
| 32 | KOCT | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.64% | -0.03% | -9.39% | |
| 33 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.63% | -0.02% | -0.81% | |
| 34 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.61% | -0.01% | -15.91% | |
| 35 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.59% | -0.03% | -1.88% | |
| 36 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.06% | -0.83% | |
| 37 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.05% | +10.78% | |
| 38 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.08% | +6.68% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.51% | -0.01% | -2.38% | |
| 40 | IJAN | Innovator International Deve | ETF-Other | 0.49% | -0.04% | — | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.47% | — | +30.27% | |
| 42 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.43% | -0.02% | -8.45% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | +6.36% | |
| 44 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.41% | — | +19.46% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | +0.03% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.40% | -0.03% | -0.47% | |
| 47 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.39% | -0.02% | -0.33% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.38% | -0.03% | +1.81% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.09% | -0.20% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +528.97% |
According to official SEC Form 13F filings, DHJJ Financial Advisors, Ltd. reported a total U.S. public equity portfolio value of $346.9M across 833 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, IJH, SCHD) accounted for 20.7% of total reported equity market value during Q2 2024.
During Q2 2024, DHJJ Financial Advisors, Ltd.'s top holdings by market value included QQQ (11.8%)、IJH (7.9%)、SCHD (4.0%). The largest single position, QQQ, represented 11.8% of total portfolio value.
In Q2 2024, DHJJ Financial Advisors, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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