0001085146-21-001332.txt : 20210428 0001085146-21-001332.hdr.sgml : 20210428 20210428081927 ACCESSION NUMBER: 0001085146-21-001332 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210428 DATE AS OF CHANGE: 20210428 EFFECTIVENESS DATE: 20210428 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: 21861441 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 03-31-2021 03-31-2021 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 04-27-2021 0 42 32153 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 240 116 SH SOLE 0 0 116 AMAZON COM INC COM 023135106 2024 654 SH SOLE 0 0 654 APPLE INC COM 037833100 1337 10945 SH SOLE 0 0 10945 ARK ETF TR NEXT GNRTN INTER 00214Q401 460 3120 SH SOLE 0 0 3120 BOEING CO COM 097023105 354 1390 SH SOLE 710 0 680 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 300 5000 SH SOLE 0 0 5000 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 289 4075 SH SOLE 0 0 4075 GENERAL MLS INC COM 370334104 350 5700 SH SOLE 0 0 5700 HONEYWELL INTL INC COM 438516106 538 2477 SH SOLE 510 0 1967 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 305 9588 SH SOLE 0 0 9588 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 821 17856 SH SOLE 1476 0 16380 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 389 1685 SH SOLE 0 0 1685 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 257 5788 SH SOLE 0 0 5788 INVESCO QQQ TR UNIT SER 1 46090E103 4247 13308 SH SOLE 0 0 13308 ISHARES TR CORE S&P TTL STK 464287150 879 9594 SH SOLE 0 0 9594 ISHARES TR CORE S&P US VLU 464287663 215 3126 SH SOLE 0 0 3126 ISHARES TR CORE S&P500 ETF 464287200 2341 5885 SH SOLE 0 0 5885 ISHARES TR CORE TOTAL USD 46434V613 617 11690 SH SOLE 0 0 11690 ISHARES TR CORE US AGGBD ET 464287226 283 2482 SH SOLE 0 0 2482 ISHARES TR EXPANDED TECH 464287515 333 975 SH SOLE 0 0 975 ISHARES TR IBONDS DEC22 ETF 46434VBA7 410 16114 SH SOLE 0 0 16114 ISHARES TR MBS ETF 464288588 284 2615 SH SOLE 0 0 2615 ISHARES TR MSCI USA ESG SLC 464288802 449 5110 SH SOLE 0 0 5110 ISHARES TR MSCI USA MIN VOL 46429B697 289 4175 SH SOLE 0 0 4175 ISHARES TR MSCI USA QLT FCT 46432F339 227 1860 SH SOLE 0 0 1860 ISHARES TR RUS 1000 GRW ETF 464287614 213 876 SH SOLE 691 0 185 ISHARES TR U.S. CNSM SV ETF 464287580 1158 15470 SH SOLE 0 0 15470 ISHARES TR US TREAS BD ETF 46429B267 681 25985 SH SOLE 0 0 25985 LPL FINL HLDGS INC COM 50212V100 284 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 619 2627 SH SOLE 0 0 2627 NETFLIX INC COM 64110L106 488 935 SH SOLE 0 0 935 NVIDIA CORPORATION COM 67066G104 444 831 SH SOLE 0 0 831 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 205 3300 SH SOLE 0 0 3300 ROCKWELL AUTOMATION INC COM 773903109 276 1040 SH SOLE 0 0 1040 SPDR SER TR BLOMBERG BRC INV 78468R200 2056 67100 SH SOLE 0 0 67100 SPDR SER TR FACTST INV ETF 78464A110 771 3690 SH SOLE 0 0 3690 SPDR SER TR PORTFLI INTRMDIT 78464A672 625 19487 SH SOLE 0 0 19487 SPDR SER TR PRTFLO S&P500 VL 78464A508 1164 30700 SH SOLE 0 0 30700 SPDR SER TR S&P 400 MDCP VAL 78464A839 376 5740 SH SOLE 0 0 5740 SQUARE INC CL A 852234103 754 3322 SH SOLE 0 0 3322 VANGUARD INDEX FDS TOTAL STK MKT 922908769 599 2896 SH SOLE 2896 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3202 47622 SH SOLE 0 0 47622