0001085146-21-002741.txt : 20211013 0001085146-21-002741.hdr.sgml : 20211013 20211012214329 ACCESSION NUMBER: 0001085146-21-002741 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211013 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211013 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: 211319985 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 09-30-2021 09-30-2021 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 10-11-2021 0 54 150406 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 584 436 SH SOLE 0 0 436 AMAZON COM INC COM 023135106 2100 1276 SH SOLE 0 0 1276 APPLE INC COM 037833100 1467 20710 SH SOLE 0 0 20710 BOEING CO COM 097023105 567 5154 SH SOLE 1157 0 3997 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5066 191030 SH SOLE 0 0 191030 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 278 7500 SH SOLE 0 0 7500 GENERAL DYNAMICS CORP COM 369550108 203 2068 SH SOLE 0 0 2068 GENERAL MLS INC COM 370334104 341 11400 SH SOLE 0 0 11400 HONEYWELL INTL INC COM 438516106 502 4724 SH SOLE 514 0 4210 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1953 13667 SH SOLE 0 0 13667 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 276 2300 SH SOLE 0 0 2300 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 3575 41208 SH SOLE 0 0 41208 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 5984 135398 SH SOLE 0 0 135398 INVESCO QQQ TR UNIT SER 1 46090E103 14387 53128 SH SOLE 0 0 53128 ISHARES TR CORE DIV GRWTH 46434V621 5891 117845 SH SOLE 0 0 117845 ISHARES TR CORE S&P TTL STK 464287150 913 18537 SH SOLE 0 0 18537 ISHARES TR CORE S&P US GWT 464287671 11493 112947 SH SOLE 0 0 112947 ISHARES TR CORE S&P US VLU 464287663 7267 106100 SH SOLE 0 0 106100 ISHARES TR CORE S&P500 ETF 464287200 9375 27779 SH SOLE 0 0 27779 ISHARES TR CORE TOTAL USD 46434V613 3785 78123 SH SOLE 0 0 78123 ISHARES TR CORE US AGGBD ET 464287226 3638 33616 SH SOLE 0 0 33616 ISHARES TR EXPANDED TECH 464287515 356 1780 SH SOLE 0 0 1780 ISHARES TR ISHARES SEMICDTR 464287523 2674 6010 SH SOLE 0 0 6010 ISHARES TR MBS ETF 464288588 3613 34308 SH SOLE 0 0 34308 ISHARES TR MSCI USA ESG SLC 464288802 4678 54194 SH SOLE 0 0 54194 ISHARES TR MSCI USA MIN VOL 46429B697 271 7350 SH SOLE 0 0 7350 ISHARES TR MSCI USA QLT FCT 46432F339 544 6293 SH SOLE 0 0 6293 ISHARES TR RUS 1000 GRW ETF 464287614 223 1626 SH SOLE 644 0 982 ISHARES TR TIPS BD ETF 464287176 319 5000 SH SOLE 0 0 5000 ISHARES TR U.S. FINLS ETF 464287788 400 9760 SH SOLE 0 0 9760 ISHARES TR US CONSUM DISCRE 464287580 1172 30310 SH SOLE 0 0 30310 ISHARES TR US DIVID BYBCK 46435U861 5884 150258 SH SOLE 0 0 150258 ISHARES TR US TREAS BD ETF 46429B267 502 37870 SH SOLE 0 0 37870 ISHARES U S ETF TR INT RT HD LONG 46431W812 5659 249832 SH SOLE 0 0 249832 ISHARES U S ETF TR INT RT HDG C B 46431W705 5510 60385 SH SOLE 0 0 60385 LPL FINL HLDGS INC COM 50212V100 314 4000 SH SOLE 0 0 4000 MICROSOFT CORP COM 594918104 820 5818 SH SOLE 0 0 5818 NETFLIX INC COM 64110L106 536 1752 SH SOLE 0 0 1752 NVIDIA CORPORATION COM 67066G104 668 6442 SH SOLE 0 0 6442 ROCKWELL AUTOMATION INC COM 773903109 306 2080 SH SOLE 0 0 2080 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 5195 16774 SH SOLE 0 0 16774 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 3060 78808 SH SOLE 0 0 78808 SPDR S&P 500 ETF TR TR UNIT 78462F103 220 1028 SH SOLE 0 0 1028 SPDR SER TR BLOMBERG BRC INV 78468R200 11580 440638 SH SOLE 0 0 440638 SPDR SER TR FACTST INV ETF 78464A110 404 3736 SH SOLE 0 0 3736 SPDR SER TR PORTFLI INTRMDIT 78464A672 490 30340 SH SOLE 0 0 30340 SPDR SER TR PRTFLO S&P500 GW 78464A409 264 8254 SH SOLE 0 0 8254 SPDR SER TR PRTFLO S&P500 VL 78464A508 1488 75666 SH SOLE 0 0 75666 SPDR SER TR S&P 400 MDCP VAL 78464A839 292 8760 SH SOLE 0 0 8760 SQUARE INC CL A 852234103 732 6090 SH SOLE 0 0 6090 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 5172 72014 SH SOLE 0 0 72014 VANGUARD INDEX FDS TOTAL STK MKT 922908769 634 5698 SH SOLE 2849 0 2849 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2931 85924 SH SOLE 0 0 85924 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3850 12826 SH SOLE 0 0 12826