4J Wealth Management LLC
102 holdingsFiling period: 2026-03-31Current AUM: $195.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 34.6K | $22.6M | $26.0M | 13.28% | -3,664 | 2026-03-31 |
| 2 | TOUS | T ROWE PRICE ETF INC | 487.6K | $16.8M | $19.0M | 9.69% | -9,859 | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 219.9K | $12.8M | $14.8M | 7.58% | +74.0K | 2026-03-31 |
| 4 | TCAF | T ROWE PRICE ETF INC | 270.3K | $9.6M | $11.2M | 5.73% | -9,261 | 2026-03-31 |
| 5 | TFLR | T ROWE PRICE ETF INC | 141.4K | $7.1M | $7.1M | 3.65% | -7,855 | 2026-03-31 |
| 6 | TTEQ | T ROWE PRICE ETF INC | 232.2K | $7.0M | $9.1M | 4.67% | +48.5K | 2026-03-31 |
| 7 | IEI | ISHARES TR | 57.8K | $6.9M | $6.7M | 3.44% | +3.8K | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.4K | $6.4M | $6.4M | 3.29% | -51 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 29.0K | $5.1M | $5.8M | 2.97% | -374 | 2026-03-31 |
| 10 | IDYN | BLACKROCK ETF TRUST | 159.1K | $4.6M | $4.8M | 2.46% | -- | 2026-03-31 |
| 11 | AAPL | APPLE INC | 17.2K | $4.4M | $5.3M | 2.71% | -57 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 12.8K | $3.7M | $4.6M | 2.33% | -667 | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 119.0K | $2.8M | $2.7M | 1.40% | +26.4K | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 12.9K | $2.7M | $3.5M | 1.79% | +198 | 2026-03-31 |
| 15 | NOC | NORTHROP GRUMMAN CORP | 3.8K | $2.6M | $2.1M | 1.05% | -- | 2026-03-31 |
| 16 | DGRO | ISHARES TR | 36.6K | $2.6M | $2.9M | 1.46% | -163 | 2026-03-31 |
| 17 | TBUX | T ROWE PRICE ETF INC | 43.7K | $2.2M | $2.2M | 1.11% | +10.1K | 2026-03-31 |
| 18 | TCAL | T ROWE PRICE ETF INC | 96.0K | $2.1M | $2.2M | 1.11% | +8.2K | 2026-03-31 |
| 19 | UNOV | INNOVATOR ETFS TRUST | 56.8K | $2.1M | $2.3M | 1.17% | -78,683 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 12.3K | $2.1M | $1.9M | 0.98% | -274 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 12.3K | $2.1M | $1.9M | 0.98% | -274 | 2026-03-31 |
| 22 | IAU | ISHARES GOLD TR | 23.1K | $2.0M | $1.8M | 0.90% | -9,203 | 2026-03-31 |
| 23 | IBDR | ISHARES TR | 83.9K | $2.0M | $2.0M | 1.04% | -1,865 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 5.0K | $1.8M | $2.3M | 1.18% | +120 | 2026-03-31 |
| 25 | SHY | ISHARES TR | 22.1K | $1.8M | $1.8M | 0.93% | -291 | 2026-03-31 |
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