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 RUSSELL 3000 ETF 451 $15,605 52 0.00 0.00 0 0.00 03-31-2024
ISHARES TR U.S. MED DVC ETF 452 $15,468 264 0.00 0.00 0 0.00 03-31-2024
SCHWAB STRATEGIC TR INTL SCEQT ETF 453 $15,465 432 0.00 0.00 -23 -5.05 03-31-2024
ISHARES TR US HOME CONS ETF 454 $15,051 130 0.00 130 +Inf 03-31-2024
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