4J Wealth Management LLC
CIK 1840775 · Holdings on Sep 30, 2023 · First reported Oct 24, 2023
Top ten holdings
Q3 2023- DGRO9.95%
- IVV8.54%
- IBTE6.15%
- GOVT5.30%
- BRK.B5.12%
- IGSB3.93%
- AAPL2.94%
- MUB2.90%
- SHY2.53%
- IBTH2.48%
Share classes counted separately49.84%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $9.99M | 9.95% | 201.77K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.58M | 8.54% | 19.97K shares | — | ↗▾ | |
| 03 | IBTEISHARES IBONDS DEC 2024 TERMIBONDS 24 TRM TS View history and evidence | $6.18M | 6.15% | 259.18K shares | — | ↗▾ | |
| 04 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $5.32M | 5.30% | 241.55K shares | — | ↗▾ | |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.15M | 5.12% | 14.70K shares | — | ↗▾ | |
| 06 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $3.95M | 3.93% | 79.23K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $2.95M | 2.94% | 17.26K shares | — | ↗▾ | |
| 08 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $2.92M | 2.90% | 28.46K shares | — | ↗▾ | |
| 09 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $2.54M | 2.53% | 31.38K shares | — | ↗▾ | |
| 10 | IBTHISHARES IBONDS DEC 2027 TERMIBONDS 27 TRM TS View history and evidence | $2.50M | 2.48% | 114.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| D DOMINION ENERGY INC | Non-derivative | — | — | SEC filing ↗ | |
| AXP AMERICAN EXPRESS CO | Non-derivative | — | — | SEC filing ↗ | |
| PG PROCTER & GAMBLE CO/THE | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840775 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100482992
}Research all 84 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.