0001085146-22-001028.txt : 20220214 0001085146-22-001028.hdr.sgml : 20220214 20220214134506 ACCESSION NUMBER: 0001085146-22-001028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629015 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 12-31-2021 12-31-2021 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 02-14-2022 0 53 167292 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 659 228 SH SOLE 0 0 228 AMAZON COM INC COM 023135106 2128 638 SH SOLE 0 0 638 APPLE INC COM 037833100 1845 10390 SH SOLE 0 0 10390 BLOCK INC CL A 852234103 503 3127 SH SOLE 0 0 3127 BOEING CO COM 097023105 967 4807 SH SOLE 0 0 4807 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5899 203474 SH SOLE 0 0 203474 DISNEY WALT CO COM 254687106 243 1580 SH SOLE 0 0 1580 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 316 3750 SH SOLE 0 0 3750 GENERAL DYNAMICS CORP COM 369550108 217 1041 SH SOLE 0 0 1041 GENERAL MLS INC COM 370334104 384 5700 SH SOLE 0 0 5700 HONEYWELL INTL INC COM 438516106 495 2373 SH SOLE 0 0 2373 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3588 21945 SH SOLE 0 0 21945 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 248 1150 SH SOLE 0 0 1150 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 3371 52332 SH SOLE 0 0 52332 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 6839 128525 SH SOLE 0 0 128525 INVESCO QQQ TR UNIT SER 1 46090E103 18754 47109 SH SOLE 0 0 47109 ISHARES TR 0-5 YR TIPS ETF 46429B747 7578 71659 SH SOLE 0 0 71659 ISHARES TR CORE DIV GRWTH 46434V621 8208 147652 SH SOLE 0 0 147652 ISHARES TR CORE S&P TTL STK 464287150 978 9136 SH SOLE 0 0 9136 ISHARES TR CORE S&P US GWT 464287671 14689 127037 SH SOLE 0 0 127037 ISHARES TR CORE S&P US VLU 464287663 12409 162533 SH SOLE 0 0 162533 ISHARES TR CORE S&P500 ETF 464287200 15519 32531 SH SOLE 0 0 32531 ISHARES TR EXPANDED TECH 464287515 355 890 SH SOLE 0 0 890 ISHARES TR FLTG RATE NT ETF 46429B655 11390 224432 SH SOLE 0 0 224432 ISHARES TR ISHARES SEMICDTR 464287523 4827 8880 SH SOLE 0 0 8880 ISHARES TR MSCI USA ESG SLC 464288802 5164 48627 SH SOLE 0 0 48627 ISHARES TR MSCI USA MIN VOL 46429B697 332 4131 SH SOLE 0 0 4131 ISHARES TR MSCI USA QLT FCT 46432F339 653 4488 SH SOLE 0 0 4488 ISHARES TR PFD AND INCM SEC 464288687 384 9750 SH SOLE 0 0 9750 ISHARES TR RUS 1000 GRW ETF 464287614 243 796 SH SOLE 0 0 796 ISHARES TR TIPS BD ETF 464287176 323 2500 SH SOLE 0 0 2500 ISHARES TR U.S. FINLS ETF 464287788 448 5180 SH SOLE 0 0 5180 ISHARES TR US CONSUM DISCRE 464287580 1248 14850 SH SOLE 0 0 14850 ISHARES TR US DIVID BYBCK 46435U861 8498 199004 SH SOLE 0 0 199004 ISHARES TR US TREAS BD ETF 46429B267 485 18185 SH SOLE 0 0 18185 ISHARES U S ETF TR INT RT HD LONG 46431W812 1776 71488 SH SOLE 0 0 71488 ISHARES U S ETF TR INT RT HDG C B 46431W705 6145 64268 SH SOLE 0 0 64268 LPL FINL HLDGS INC COM 50212V100 320 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 979 2913 SH SOLE 0 0 2913 NETFLIX INC COM 64110L106 647 1076 SH SOLE 0 0 1076 NVIDIA CORPORATION COM 67066G104 984 3345 SH SOLE 0 0 3345 ROCKWELL AUTOMATION INC COM 773903109 365 1046 SH SOLE 0 0 1046 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 539 1493 SH SOLE 0 0 1493 SPDR S&P 500 ETF TR TR UNIT 78462F103 298 631 SH SOLE 0 0 631 SPDR SER TR BLOOMBERG INVT 78468R200 5464 178483 SH SOLE 0 0 178483 SPDR SER TR FACTST INV ETF 78464A110 359 1868 SH SOLE 0 0 1868 SPDR SER TR PORTFLI INTRMDIT 78464A672 448 13985 SH SOLE 0 0 13985 SPDR SER TR PRTFLO S&P500 GW 78464A409 295 4127 SH SOLE 0 0 4127 SPDR SER TR PRTFLO S&P500 VL 78464A508 1545 36808 SH SOLE 0 0 36808 SPDR SER TR S&P 400 MDCP VAL 78464A839 208 2925 SH SOLE 0 0 2925 VANGUARD INDEX FDS TOTAL STK MKT 922908769 345 1429 SH SOLE 0 0 1429 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2782 41754 SH SOLE 0 0 41754 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3606 10647 SH SOLE 0 0 10647