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Dhjj Financial Advisors, Ltd.

Portfolio Manager
DHJJ Financial Advisors, Ltd.
Performance
-1.62% (2026 Q1)
AUM (13F)
$301.75M
# of Holdings
1081
Performance Rank
Allocation (Top 20)
51.04%

Dhjj Financial Advisors, Ltd. Holdings Map

Top 50 Dhjj Financial Advisors, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
10.59%55.4K$31.9M
-0.72%(-402)
2025-Q1: 57.2K shares2025-Q2: 56.9K shares2025-Q3: 57.2K shares2025-Q4: 55.8K shares2026-Q1: 55.4K shares
$299.27(+127.76%)
2026-03-31
IJH
ISHARES TR
6.45%288.1K$19.5M
-1.82%(-5.33K)
2025-Q1: 305.6K shares2025-Q2: 305.6K shares2025-Q3: 304.3K shares2025-Q4: 293.5K shares2026-Q1: 288.1K shares
$42.06(+74.19%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
3.82%376.1K$11.5M
+0.03%(+112)
2025-Q1: 376.4K shares2025-Q2: 383.2K shares2025-Q3: 384.1K shares2025-Q4: 376.0K shares2026-Q1: 376.1K shares
$21.12(+50.07%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.17%328.3K$9.6M
-1.08%(-3.59K)
2025-Q1: 339.7K shares2025-Q2: 337.2K shares2025-Q3: 334.5K shares2025-Q4: 331.9K shares2026-Q1: 328.3K shares
$15.78(+110.48%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
2.86%170.5K$8.6M
+6.18%(+9.92K)
2025-Q1: 139.7K shares2025-Q2: 147.1K shares2025-Q3: 160.2K shares2025-Q4: 160.6K shares2026-Q1: 170.5K shares
$50.55(-0.18%)
2026-03-31
IWM
ISHARES TR
2.54%30.8K$7.6M
-1.69%(-529)
2025-Q1: 33.3K shares2025-Q2: 33.0K shares2025-Q3: 34.1K shares2025-Q4: 31.4K shares2026-Q1: 30.8K shares
$179.73(+57.22%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
2.47%72.2K$7.5M
+2.37%(+1.67K)
2025-Q1: 63.4K shares2025-Q2: 67.6K shares2025-Q3: 69.8K shares2025-Q4: 70.5K shares2026-Q1: 72.2K shares
$102.23(+7.34%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.26%31.6K$6.8M
-1.30%(-417)
2025-Q1: 32.8K shares2025-Q2: 33.2K shares2025-Q3: 33.1K shares2025-Q4: 32.1K shares2026-Q1: 31.6K shares
$140.01(+63.48%)
2026-03-31
IWF
ISHARES TR
2.14%15.2K$6.5M
-1.25%(-192)
2025-Q1: 16.5K shares2025-Q2: 16.3K shares2025-Q3: 15.7K shares2025-Q4: 15.4K shares2026-Q1: 15.2K shares
$229.81(-47.61%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
2.06%200.7K$6.2M
+0.44%(+871)
2025-Q1: 210.2K shares2025-Q2: 197.3K shares2025-Q3: 200.4K shares2025-Q4: 199.8K shares2026-Q1: 200.7K shares
$21.83(+57.70%)
2026-03-31

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