DHJJ Financial Advisors, Ltd.
CIK 1844716 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- QQQ11.77%
- IJH6.38%
- SCHD3.71%
- SCHG3.25%
- JPST3.06%
- IWM2.67%
- XMHQ2.42%
- SCHM2.21%
- VIG2.21%
- IWF2.12%
Share classes counted separately39.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +1.18 pp10.59% → 11.77%Shares +112 (+0.20%)
- USFRWeight increased · +0.48 pp0.35% → 0.83%Shares +35.79K (+169.76%)
- XSHQWeight decreased · -0.24 pp1.16% → 0.92%Shares -17.06K (-20.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $40.85M | 11.77% | 55.47K shares | 10.59% → 11.77%+1.18 pp +112 (+0.20%) | Added | ▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $22.15M | 6.38% | 287.25K shares | 6.45% → 6.38%-0.07 pp -898 (-0.31%) | Reduced | ▾ |
| 03 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $12.86M | 3.71% | 405.67K shares | 3.82% → 3.71%-0.11 pp +29.58K (+7.87%) | Added | ▾ |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.28M | 3.25% | 333.46K shares | 3.17% → 3.25%+0.08 pp +5.19K (+1.58%) | Added | ▾ |
| 05 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $10.62M | 3.06% | 210.05K shares | 2.86% → 3.06%+0.20 pp +39.58K (+23.22%) | Added | ▾ |
| 06 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $9.26M | 2.67% | 30.83K shares | 2.54% → 2.67%+0.13 pp -17 (-0.06%) | Reduced | ▾ |
| 07 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $8.40M | 2.42% | 74.38K shares | 2.47% → 2.42%-0.05 pp +2.20K (+3.05%) | Added | ▾ |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $7.68M | 2.21% | 208.30K shares | 2.06% → 2.21%+0.15 pp +7.58K (+3.78%) | Added | ▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $7.65M | 2.21% | 32.34K shares | 2.26% → 2.21%-0.05 pp +687 (+2.17%) | Added | ▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $7.35M | 2.12% | 59.21K shares | 2.14% → 2.12%-0.02 pp +44.05K (+290.52%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USIG ISHARES BROAD USD INVESTMENT | Non-derivative | -1,627 | -$83.35K | SEC filing ↗ | SEC filing ↗ |
| MASI MASIMO CORP | Non-derivative | -360 | -$64.03K | SEC filing ↗ | SEC filing ↗ |
| EMB ISHARES JP MORGAN USD EMERGI | Non-derivative | -488 | -$45.84K | SEC filing ↗ | SEC filing ↗ |
3 / 38 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 1844716 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 346919185
}Research all 1,082 reported holdings.
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