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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $339,354 | 1,144 | 0.00 | 0.00 | 64 | 5.93 | 12-31-2023 |
| ISHARES TR | IBDS DEC28 ETF | 102 | $338,966 | 13,510 | 0.00 | 0.00 | 810 | 6.38 | 12-31-2023 |
| MOODYS CORP | COM | 103 | $333,662 | 854 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | EXPND TEC SC ETF | 104 | $322,241 | 719 | 0.00 | 0.00 | -22 | -2.97 | 12-31-2023 |
