0001754960-23-000113.txt : 20230421 0001754960-23-000113.hdr.sgml : 20230421 20230421125843 ACCESSION NUMBER: 0001754960-23-000113 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 4J Wealth Management LLC CENTRAL INDEX KEY: 0001840775 IRS NUMBER: 831653602 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20430 FILM NUMBER: 23835492 BUSINESS ADDRESS: STREET 1: 320 KING STREET STREET 2: SUITE 10B CITY: ALEXANDRIA STATE: VA ZIP: 23454 BUSINESS PHONE: 703-568-5797 MAIL ADDRESS: STREET 1: 320 KING STREET STREET 2: SUITE 10B CITY: ALEXANDRIA STATE: VA ZIP: 23454 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001840775 XXXXXXXX 03-31-2023 03-31-2023 4J Wealth Management LLC
320 KING STREET SUITE 10B ALEXANDRIA VA 23454
13F HOLDINGS REPORT 028-20430 N
Aryn Sands Agent 844-844-3453 Aryn Sands Reno NV 04-21-2023 0 76 93155055 false
INFORMATION TABLE 2 InformationTableOutput.xml ABBVIE INCCOM00287Y109216424 1358 SH SOLE 1358 0 0 ALPHABET INCCAP STK CL C02079K1071349123 12972 SH SOLE 12972 0 0 ALPHABET INCCAP STK CL A02079K305491576 4739 SH SOLE 4739 0 0 AMAZON COM INCCOM0231351061478569 14315 SH SOLE 14315 0 0 THE NECESSITY RETAIL REIT INCOM CLASS A02607T109109875 17496 SH SOLE 17496 0 0 AMERICAN TOWER CORP NEWCOM03027X100654789 3204 SH SOLE 3204 0 0 APPLE INCCOM0378331003423954 20764 SH SOLE 20764 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707024614493 14945 SH SOLE 14945 0 0 BROOKFIELD CORPCL A LTD VT SH11271J107336295 10319 SH SOLE 10319 0 0 CHEVRON CORP NEWCOM166764100238540 1462 SH SOLE 1462 0 0 COSTCO WHSL CORP NEWCOM22160K105204710 412 SH SOLE 412 0 0 DANAHER CORPORATIONCOM235851102224150 889 SH SOLE 889 0 0 DENTSPLY SIRONA INCCOM24906P109820559 20890 SH SOLE 20890 0 0 DOMINION ENERGY INCCOM25746U109256739 4592 SH SOLE 4592 0 0 EXXON MOBIL CORPCOM30231G1021017206 9276 SH SOLE 9276 0 0 META PLATFORMS INCCL A30303M102471778 2226 SH SOLE 2226 0 0 GENERAL ELECTRIC COCOM NEW369604301222557 2328 SH SOLE 2328 0 0 INNOVATOR ETFS TRUS EQT ULTRA BF45782C300352811 11347 SH SOLE 11347 0 0 INNOVATOR ETFS TRUS EQT ULTRA BF45782C730512431 18587 SH SOLE 18587 0 0 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C789262994 8050 SH SOLE 8050 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A887456975 9213 SH SOLE 9213 0 0 INVESCO QQQ TRUNIT SER 146090E103217526 678 SH SOLE 678 0 0 INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN46137V1001465980 18200 SH SOLE 18200 0 0 ISHARES TRCORE S&P TTL STK464287150216072 2386 SH SOLE 2386 0 0 ISHARES TRCORE S&P500 ETF4642872006998147 17024 SH SOLE 17024 0 0 ISHARES TRGLOBAL TECH ETF4642872912070416 38087 SH SOLE 38087 0 0 ISHARES TRS&P 500 GRWT ETF464287309676902 10595 SH SOLE 10595 0 0 ISHARES TRS&P 500 VAL ETF464287408418821 2760 SH SOLE 2760 0 0 ISHARES TR7-10 YR TRSY BD464287440512649 5172 SH SOLE 5172 0 0 ISHARES TR1 3 YR TREAS BD4642874572988804 36378 SH SOLE 36378 0 0 ISHARES TRCORE S&P MCP ETF464287507445836 1782 SH SOLE 1782 0 0 ISHARES TREXPND TEC SC ETF464287549288083 849 SH SOLE 849 0 0 ISHARES TRCORE S&P SCP ETF4642878041396591 14443 SH SOLE 14443 0 0 ISHARES TRNATIONAL MUN ETF4642884143262522 30281 SH SOLE 30281 0 0 ISHARES TRISHS 5-10YR INVT4642886381272077 24807 SH SOLE 24807 0 0 ISHARES TRISHS 1-5YR INVS4642886464871965 96398 SH SOLE 96398 0 0 ISHARES TRUS TREAS BD ETF46429B2675407607 231292 SH SOLE 231292 0 0 ISHARES TRCORE HIGH DV ETF46429B6631736845 17085 SH SOLE 17085 0 0 ISHARES TRMSCI USA MIN VOL46429B697658733 9056 SH SOLE 9056 0 0 ISHARES U S ETF TRBLACKROCK ST MAT46431W507522596 10536 SH SOLE 10536 0 0 ISHARES U S ETF TRBLACKROCK SHORT46431W8381212329 24266 SH SOLE 24266 0 0 ISHARES TRMSCI USA QLT FCT46432F339583850 4706 SH SOLE 4706 0 0 ISHARES TRMSCI USA MMENTM46432F396357035 2568 SH SOLE 2568 0 0 ISHARES TRIBONDS DEC23 ETF46434VAX8594168 23587 SH SOLE 23587 0 0 ISHARES TRIBONDS DEC25 ETF46434VBD1786711 32071 SH SOLE 32071 0 0 ISHARES TRIBONDS DEC24 ETF46434VBG4563557 22918 SH SOLE 22918 0 0 ISHARES TR0-5YR INVT GR CP46434V1001163278 23995 SH SOLE 23995 0 0 ISHARES TR0-5YR HI YL CP46434V4071013949 24327 SH SOLE 24327 0 0 ISHARES TRCORE DIV GRWTH46434V6218306069 166155 SH SOLE 166155 0 0 ISHARES TRIBONDS DEC202346435G318229633 9030 SH SOLE 9030 0 0 ISHARES TRIBONDS 27 ETF46435UAA9338583 14214 SH SOLE 14214 0 0 ISHARES TRIBONDS 23 TRM HG46435U150264213 11191 SH SOLE 11191 0 0 ISHARES TRIBONDS DEC 2546435U432370388 13919 SH SOLE 13919 0 0 ISHARES TRIBONDS DEC46435U6971111129 42950 SH SOLE 42950 0 0 ISHARES TRUS INFRASTRUC46435U713609834 16341 SH SOLE 16341 0 0 ISHARES TR0-3 MNTH TREASRY46436E718481275 4785 SH SOLE 4785 0 0 ISHARES TRIBONDS 27 TRM TS46436E8412412825 106479 SH SOLE 106479 0 0 ISHARES TRIBONDS 26 TRM TS46436E858514895 22309 SH SOLE 22309 0 0 ISHARES TRIBONDS 25 TRM TS46436E866750766 31907 SH SOLE 31907 0 0 ISHARES TRIBONDS 24 TRM TS46436E8745839373 243206 SH SOLE 243206 0 0 ISHARES TRIBONDS 23 TRM TS46436E882567741 22884 SH SOLE 22884 0 0 JOHNSON & JOHNSONCOM478160104435705 2811 SH SOLE 2811 0 0 MASTERCARD INCORPORATEDCL A57636Q1041241849 3417 SH SOLE 3417 0 0 MCDONALDS CORPCOM580135101304913 1090 SH SOLE 1090 0 0 MICROSOFT CORPCOM5949181041548995 5373 SH SOLE 5373 0 0 MOODYS CORPCOM615369105265071 866 SH SOLE 866 0 0 NORTHROP GRUMMAN CORPCOM6668071021756383 3804 SH SOLE 3804 0 0 NVIDIA CORPORATIONCOM67066G1041125908 4053 SH SOLE 4053 0 0 SPDR S&P 500 ETF TRTR UNIT78462F103929725 2271 SH SOLE 2271 0 0 SPDR GOLD TRGOLD SHS78463V107401252 2190 SH SOLE 2190 0 0 TESLA INCCOM88160R1012229365 10746 SH SOLE 10746 0 0 TEXAS INSTRS INCCOM882508104333880 1795 SH SOLE 1795 0 0 TRANSDIGM GROUP INCCOM893641100362082 491 SH SOLE 491 0 0 UNITEDHEALTH GROUP INCCOM91324P102311084 658 SH SOLE 658 0 0 VANGUARD INDEX FDSTOTAL STK MKT922908769475249 2329 SH SOLE 2329 0 0 VISA INCCOM CL A92826C839217273 964 SH SOLE 964 0 0