Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 4J WEALTH MANAGEMENT LLC | 01-22-2024 | 12-31-2023 | 84 | 109,486,685 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $11,899,642 | 24,914 | 0.01 | 0.01 | 4,941 | 24.74 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 2 | $11,010,347 | 204,577 | 0.01 | 0.01 | 2,810 | 1.39 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 3 | $5,595,826 | 242,874 | 0.01 | 0.01 | 1,320 | 0.55 | 12-31-2023 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 4 | $5,345,231 | 193,458 | 0.00 | 0.00 | 180,703 | 1416.72 | 12-31-2023 |
