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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $1,196,680 | 4,816 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | IBONDS 25 TRM TS | 52 | $1,056,371 | 45,377 | 0.00 | 0.00 | 1,470 | 3.35 | 12-31-2023 |
| ISHARES TR | 0-5YR HI YL CP | Liquidated | $0 | 0 | 0.00 | 0.00 | 482 | 2.00 | 12-31-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 54 | $975,882 | 19,835 | 0.00 | 0.00 | -5,185 | -20.72 | 12-31-2023 |
