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
Chief Compliance Officer
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