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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 251 | $97,601 | 1,222 | 0.00 | 0.00 | -51 | -4.01 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 252 | $94,396 | 798 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CSX CORP | COM | 253 | $94,195 | 2,541 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 254 | $91,774 | 2,751 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
