DHJJ Financial Advisors, Ltd.
1,083 holdingsFiling period: 2026-03-31Current AUM: $336.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 55.4K | $31.9M | $38.1M | 11.32% | -402 | 2026-03-31 |
| 2 | IJH | ISHARES TR | 288.1K | $19.5M | $21.7M | 6.45% | -5,333 | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 376.1K | $11.5M | $12.6M | 3.74% | +112 | 2026-03-31 |
| 4 | SCHG | SCHWAB STRATEGIC TR | 328.3K | $9.6M | $11.2M | 3.34% | -3,591 | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 170.5K | $8.6M | $8.6M | 2.56% | +9.9K | 2026-03-31 |
| 6 | IWM | ISHARES TR | 30.8K | $7.6M | $9.0M | 2.67% | -529 | 2026-03-31 |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | 72.2K | $7.5M | $8.3M | 2.47% | +1.7K | 2026-03-31 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 31.6K | $6.8M | $7.6M | 2.25% | -417 | 2026-03-31 |
| 9 | IWF | ISHARES TR | 15.2K | $6.5M | $7.2M | 2.13% | -192 | 2026-03-31 |
| 10 | SCHM | SCHWAB STRATEGIC TR | 200.7K | $6.2M | $7.0M | 2.07% | +871 | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $4.7M | $5.3M | 1.59% | -43 | 2026-03-31 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | 106.8K | $4.2M | $4.5M | 1.34% | +12.3K | 2026-03-31 |
| 13 | SCHF | SCHWAB STRATEGIC TR | 164.0K | $4.1M | $4.5M | 1.34% | +2.7K | 2026-03-31 |
| 14 | SCHA | SCHWAB STRATEGIC TR | 135.2K | $3.9M | $4.5M | 1.35% | +1.2K | 2026-03-31 |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | 57.2K | $3.9M | $4.6M | 1.38% | +5.0K | 2026-03-31 |
| 16 | AAPL | APPLE INC | 15.3K | $3.9M | $4.7M | 1.40% | +60 | 2026-03-31 |
| 17 | BJAN | INNOVATOR ETFS TRUST | 65.9K | $3.5M | $3.9M | 1.16% | +3.9K | 2026-03-31 |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | 74.3K | $3.5M | $3.7M | 1.11% | -2,590 | 2026-03-31 |
| 19 | XSHQ | INVESCO EXCH TRADED FD TR II | 82.9K | $3.5M | $4.0M | 1.19% | +4.0K | 2026-03-31 |
| 20 | CAT | CATERPILLAR INC | 4.6K | $3.2M | $3.7M | 1.10% | -17 | 2026-03-31 |
| 21 | FNOV | FIRST TR EXCHNG TRADED FD VI | 58.9K | $3.1M | $3.5M | 1.03% | -688 | 2026-03-31 |
| 22 | NOBL | PROSHARES TR | 26.3K | $2.8M | $3.0M | 0.89% | -1,950 | 2026-03-31 |
| 23 | SCHB | SCHWAB STRATEGIC TR | 110.5K | $2.8M | $3.2M | 0.95% | -5,386 | 2026-03-31 |
| 24 | RSPT | INVESCO EXCHANGE TRADED FD T | 54.9K | $2.5M | $3.3M | 0.99% | +171 | 2026-03-31 |
| 25 | DGRW | WISDOMTREE TR | 24.8K | $2.2M | $2.4M | 0.71% | -1,008 | 2026-03-31 |
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