Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DHJJ FINANCIAL ADVISORS LTD | 04-11-2024 | 03-31-2024 | 815 | 226,011,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $25,765,064 | 58,028 | 0.01 | 0.01 | -1,212 | -2.05 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $19,435,479 | 319,978 | 0.01 | 0.01 | 254,595 | 389.39 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $9,640,192 | 119,561 | 0.00 | 0.00 | 5,306 | 4.64 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $7,900,295 | 85,206 | 0.00 | 0.00 | 2,485 | 3.00 | 03-31-2024 |
