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 false false false 0001801674 XXXXXXXX 09-30-2020 09-30-2020 false WJ Wealth Management, LLC

18275 NORTH 59TH AVENUE B-112 GLENDALE AZ 85308

13F HOLDINGS REPORT 028-19724 N Jeffry R. Jones 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 464287614 261 1204 SH SOLE 1004 0 200 ISHARES TR US TREAS BD ETF 46429B267 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 0 0 56494 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 209 4900 SH SOLE 0 0 4900