Top 50 Dhjj Financial Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.59% | 55.4K | $31.9M | -0.72%(-402) | $299.27(+127.76%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.45% | 288.1K | $19.5M | -1.82%(-5.33K) | $42.06(+74.19%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.82% | 376.1K | $11.5M | +0.03%(+112) | $21.12(+50.07%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.17% | 328.3K | $9.6M | -1.08%(-3.59K) | $15.78(+110.48%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.86% | 170.5K | $8.6M | +6.18%(+9.92K) | $50.55(-0.18%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.54% | 30.8K | $7.6M | -1.69%(-529) | $179.73(+57.22%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.47% | 72.2K | $7.5M | +2.37%(+1.67K) | $102.23(+7.34%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.26% | 31.6K | $6.8M | -1.30%(-417) | $140.01(+63.48%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.14% | 15.2K | $6.5M | -1.25%(-192) | $229.81(-47.61%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.06% | 200.7K | $6.2M | +0.44%(+871) | $21.83(+57.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.94% | +44.07% |
| Top 20 Holdings Unweighted | +11.41% | +38.29% |
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