Institutions / DHJJ Financial Advisors, Ltd.
DHJJ Financial Advisors, Ltd.
CIK 1844716 · Institution · as of Dec 31, 2025
Portfolio value
$301.08M
Positions
1,039
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,039 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $34.25M | 11.4% |
| iShares Tr | $19.37M | 6.4% |
| Schwab Strategic Tr | $10.83M | 3.6% |
| Schwab Strategic Tr | $10.31M | 3.4% |
| J P Morgan Exchange Traded F | $8.12M | 2.7% |
| iShares Tr | $7.72M | 2.6% |
| iShares Tr | $7.27M | 2.4% |
| Invesco Exchange Traded Fd T | $7.22M | 2.4% |
| Vanguard Specialized Funds | $7.05M | 2.3% |
| Schwab Strategic Tr | $6.01M | 2.0% |
| SPDR S&P 500 ETF Tr | $4.91M | 1.6% |
| Apple Inc. | $4.13M | 1.4% |
| Schwab Strategic Tr | $3.88M | 1.3% |
| Schwab Strategic Tr | $3.81M | 1.3% |
| First Tr Exchange Traded Fd | $3.62M | 1.2% |
| Dimensional ETF Trust | $3.60M | 1.2% |
| First Tr Exchange-Traded Fd | $3.55M | 1.2% |
| Innovator Etfs Trust | $3.41M | 1.1% |
| Invesco Exch Traded Fd Tr II | $3.32M | 1.1% |
| First Trust Exchange-Traded Fund VIII | $3.27M | 1.1% |
| Schwab Strategic Tr | $3.04M | 1.0% |
| ProShares Tr | $2.94M | 1.0% |
| Caterpillar Inc | $2.62M | 0.9% |
| Invesco Exchange Traded Fd T | $2.49M | 0.8% |
| WisdomTree Tr | $2.31M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.