0001085146-22-002837.txt : 20220805 0001085146-22-002837.hdr.sgml : 20220805 20220805134455 ACCESSION NUMBER: 0001085146-22-002837 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 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: 221139878 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 06-30-2022 06-30-2022 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 08-05-2022 0 48 140728 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 1054 482 SH SOLE 0 0 482 AMAZON COM INC COM 023135106 2121 19980 SH SOLE 0 0 19980 APPLE INC COM 037833100 2068 15110 SH SOLE 0 0 15110 BLOCK INC CL A 852234103 253 4130 SH SOLE 0 0 4130 COSTCO WHSL CORP NEW COM 22160K105 293 610 SH SOLE 0 0 610 DISNEY WALT CO COM 254687106 292 3100 SH SOLE 0 0 3100 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 384 5500 SH SOLE 0 0 5500 GENERAL DYNAMICS CORP COM 369550108 466 2104 SH SOLE 0 0 2104 GENERAL MLS INC COM 370334104 860 11400 SH SOLE 0 0 11400 HONEYWELL INTL INC COM 438516106 634 3648 SH SOLE 0 0 3648 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 5255 70019 SH SOLE 0 0 70019 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 519 12400 SH SOLE 0 0 12400 INVESCO QQQ TR UNIT SER 1 46090E103 9167 32721 SH SOLE 0 0 32721 ISHARES TR CORE HIGH DV ETF 46429B663 5587 55562 SH SOLE 0 0 55562 ISHARES TR CORE S&P TTL STK 464287150 1365 16269 SH SOLE 0 0 16269 ISHARES TR CORE S&P US VLU 464287663 9749 145664 SH SOLE 0 0 145664 ISHARES TR CORE S&P500 ETF 464287200 3714 9805 SH SOLE 0 0 9805 ISHARES TR EXPANDED TECH 464287515 480 1780 SH SOLE 0 0 1780 ISHARES TR FLTG RATE NT ETF 46429B655 19168 384016 SH SOLE 0 0 384016 ISHARES TR IBONDS DEC 25 46435U432 904 33972 SH SOLE 0 0 33972 ISHARES TR IBONDS DEC 26 46435U259 906 35805 SH SOLE 0 0 35805 ISHARES TR IBONDS DEC22 ETF 46434VBA7 597 23888 SH SOLE 0 0 23888 ISHARES TR IBONDS DEC25 ETF 46434VBD1 5692 230551 SH SOLE 0 0 230551 ISHARES TR IBONDS MAR23 ETF 46432FAZ0 439 16665 SH SOLE 0 0 16665 ISHARES TR ISHARES BIOTECH 464287556 230 1950 SH SOLE 0 0 1950 ISHARES TR ISHS 1-5YR INVS 464288646 5618 111228 SH SOLE 0 0 111228 ISHARES TR MSCI USA ESG SLC 464288802 508 6304 SH SOLE 0 0 6304 ISHARES TR MSCI USA MIN VOL 46429B697 256 3640 SH SOLE 0 0 3640 ISHARES TR MSCI USA QLT FCT 46432F339 328 2930 SH SOLE 0 0 2930 ISHARES TR SELECT DIVID ETF 464287168 342 2902 SH SOLE 0 0 2902 ISHARES TR SHRT NAT MUN ETF 464288158 885 8447 SH SOLE 0 0 8447 ISHARES TR US CONSM STAPLES 464287812 4922 25195 SH SOLE 0 0 25195 ISHARES TR US CONSUM DISCRE 464287580 538 9480 SH SOLE 0 0 9480 KROGER CO COM 501044101 379 8020 SH SOLE 0 0 8020 LILLY ELI & CO COM 532457108 226 700 SH SOLE 0 0 700 LPL FINL HLDGS INC COM 50212V100 738 4000 SH SOLE 0 0 4000 MICROSOFT CORP COM 594918104 1269 4934 SH SOLE 0 0 4934 MSCI INC COM 55354G100 247 600 SH SOLE 0 0 600 NETFLIX INC COM 64110L106 324 1850 SH SOLE 0 0 1850 NVIDIA CORPORATION COM 67066G104 1011 6676 SH SOLE 0 0 6676 PACER FDS TR GLOBL CASH ETF 69374H709 4753 154559 SH SOLE 0 0 154559 PACER FDS TR US CASH COWS 100 69374H881 8709 202065 SH SOLE 0 0 202065 ROCKWELL AUTOMATION INC COM 773903109 414 2080 SH SOLE 0 0 2080 SELECT SECTOR SPDR TR ENERGY 81369Y506 10530 147178 SH SOLE 0 0 147178 SPDR S&P 500 ETF TR TR UNIT 78462F103 205 538 SH SOLE 0 0 538 SPDR SER TR BLOOMBERG INVT 78468R200 13265 440493 SH SOLE 0 0 440493 SPDR SER TR PRTFLO S&P500 VL 78464A508 1690 45826 SH SOLE 0 0 45826 WISDOMTREE TR US HIGH DIVIDEND 97717W208 11374 138313 SH SOLE 0 0 138313