Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WJ WEALTH MANAGEMENT LLC | 10-10-2023 | 09-30-2023 | 64 | 205,843,440 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 51 | $1,738,538 | 9,070 | 0.00 | 0.00 | 4,535 | 100.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 52 | $1,535,279 | 16,985 | 0.00 | 0.00 | 6,336 | 59.50 | 09-30-2023 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 53 | $1,474,250 | 29,550 | 0.00 | 0.00 | 24,125 | 444.70 | 09-30-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 54 | $1,370,071 | 3,205 | 0.00 | 3,205 | +Inf | 09-30-2023 |
