0001085146-20-002520.txt : 20201014
0001085146-20-002520.hdr.sgml : 20201014
20201014123225
ACCESSION NUMBER: 0001085146-20-002520
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201014
DATE AS OF CHANGE: 20201014
EFFECTIVENESS DATE: 20201014
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WJ Wealth Management, LLC
CENTRAL INDEX KEY: 0001801674
IRS NUMBER: 464225334
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19724
FILM NUMBER: 201238633
BUSINESS ADDRESS:
STREET 1: 18275 NORTH 59TH AVENUE B-112
CITY: GLENDALE
STATE: AZ
ZIP: 85308
BUSINESS PHONE: 6029421321
MAIL ADDRESS:
STREET 1: 18275 NORTH 59TH AVENUE B-112
CITY: GLENDALE
STATE: AZ
ZIP: 85308
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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0001801674
XXXXXXXX
09-30-2020
09-30-2020
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WJ Wealth Management, LLC
18275 NORTH 59TH AVENUE B-112
GLENDALE
AZ
85308
13F HOLDINGS REPORT
028-19724
N
Jeffry R. Jones
Chief Compliance Officer
602-300-1750
/s/ Jeffry R. Jones
Glendale
AZ
10-14-2020
0
31
30875
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
331
225
SH
SOLE
0
0
225
AMAZON COM INC
COM
023135106
2038
647
SH
SOLE
0
0
647
APPLE INC
COM
037833100
1260
10880
SH
SOLE
0
0
10880
ARK ETF TR
NEXT GNRTN INTER
00214Q401
329
3030
SH
SOLE
0
0
3030
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
460
7275
SH
SOLE
0
0
7275
GENERAL MLS INC
COM
370334104
352
5700
SH
SOLE
0
0
5700
HONEYWELL INTL INC
COM
438516106
404
2457
SH
SOLE
505
0
1952
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
214
5525
SH
SOLE
0
0
5525
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
46137V530
413
2000
SH
SOLE
0
0
2000
INVESCO QQQ TR
UNIT SER 1
46090E103
5103
18367
SH
SOLE
0
0
18367
ISHARES TR
CORE S&P500 ETF
464287200
2186
6505
SH
SOLE
0
0
6505
ISHARES TR
MSCI USA MIN VOL
46429B697
1016
15940
SH
SOLE
0
0
15940
ISHARES TR
EXPANDED TECH
464287515
355
1140
SH
SOLE
0
0
1140
ISHARES TR
U.S. CNSM SV ETF
464287580
1001
4005
SH
SOLE
0
0
4005
ISHARES TR
CORE S&P TTL STK
464287150
839
11114
SH
SOLE
0
0
11114
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
524
20439
SH
SOLE
0
0
20439
ISHARES TR
MSCI USA ESG SLC
464288802
401
2725
SH
SOLE
0
0
2725
ISHARES TR
RUS 1000 GRW ETF
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261
1204
SH
SOLE
1004
0
200
ISHARES TR
US TREAS BD ETF
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2161
77310
SH
SOLE
0
0
77310
ISHARES TR
MSCI USA QLT FCT
46432F339
286
2755
SH
SOLE
0
0
2755
MICROSOFT CORP
COM
594918104
522
2482
SH
SOLE
0
0
2482
NETFLIX INC
COM
64110L106
476
952
SH
SOLE
0
0
952
NVIDIA CORPORATION
COM
67066G104
489
903
SH
SOLE
0
0
903
ROCKWELL AUTOMATION INC
COM
773903109
230
1040
SH
SOLE
0
0
1040
SPDR SER TR
PORTFLI INTRMDIT
78464A672
2919
87822
SH
SOLE
0
0
87822
SPDR SER TR
FACTST INV ETF
78464A110
922
5458
SH
SOLE
0
0
5458
SQUARE INC
CL A
852234103
443
2725
SH
SOLE
0
0
2725
TESLA INC
COM
88160R101
234
545
SH
SOLE
0
0
545
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
515
3025
SH
SOLE
3025
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
3982
56494
SH
SOLE
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0
56494
WISDOMTREE TR
CLOUD COMPUTNG
97717Y691
209
4900
SH
SOLE
0
0
4900