DHJJ Financial Advisors, Ltd.: 13F holdings
CIK 18447162026Q2
| Positions | 1,082 |
|---|---|
| Reported value | $346.9m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 55,467 | $40.8m | 11.8% |
| IJH ISHARES TR | 287,252 | $22.1m | 6.4% |
| SCHD SCHWAB STRATEGIC TR | 405,666 | $12.9m | 3.7% |
| SCHG SCHWAB STRATEGIC TR | 333,458 | $11.3m | 3.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 210,052 | $10.6m | 3.1% |
| IWM ISHARES TR | 30,830 | $9.3m | 2.7% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 74,376 | $8.4m | 2.4% |
| SCHM SCHWAB STRATEGIC TR | 208,299 | $7.7m | 2.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 32,335 | $7.7m | 2.2% |
| IWF ISHARES TR | 59,210 | $7.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844716")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.