0001085146-20-000354.txt : 20200131 0001085146-20-000354.hdr.sgml : 20200131 20200131171615 ACCESSION NUMBER: 0001085146-20-000354 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200131 DATE AS OF CHANGE: 20200131 EFFECTIVENESS DATE: 20200131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WJ Wealth Management, LLC CENTRAL INDEX KEY: 0001801674 IRS NUMBER: 464225334 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19724 FILM NUMBER: 20565968 BUSINESS ADDRESS: STREET 1: 18275 NORTH 59TH AVENUE B-112 CITY: GLENDALE STATE: AZ ZIP: 85308 BUSINESS PHONE: 6029421321 MAIL ADDRESS: STREET 1: 18275 NORTH 59TH AVENUE B-112 CITY: GLENDALE STATE: AZ ZIP: 85308 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801674 XXXXXXXX 12-31-2019 12-31-2019 false WJ Wealth Management, LLC

18275 North 59th Avenue B-112 Glendale AZ 85308

13F HOLDINGS REPORT 028-19724 N Jeffry R. Jones 602-300-1750 /s/ Jeffry R. Jones Glendale AZ 01-31-2020 0 34 39658 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 251 188 SH SOLE 0 0 188 AMAZON COM INC COM 023135106 876 474 SH SOLE 15 0 459 APPLE INC COM 037833100 797 2714 SH SOLE 0 0 2714 BOEING CO COM 097023105 1197 3676 SH SOLE 2554 0 1122 FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 33733E104 810 13425 SH SOLE 0 0 13425 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 1165 8235 SH SOLE 0 0 8235 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 406 11095 SH SOLE 0 0 11095 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 396 7367 SH SOLE 0 0 7367 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 598 11762 SH SOLE 0 0 11762 INVESCO QQQ TR UNIT SER 1 46090E103 4583 21556 SH SOLE 150 0 21406 ISHARES TR CORE DIV GRWTH 46434V621 1304 30988 SH SOLE 0 0 30988 ISHARES TR CORE S&P MCP ETF 464287507 384 1868 SH SOLE 0 0 1868 ISHARES TR CORE S&P TTL STK 464287150 1421 19553 SH SOLE 70 0 19483 ISHARES TR CORE S&P500 ETF 464287200 4676 14466 SH SOLE 101 0 14365 ISHARES TR EXPANDED TECH 464287515 431 1850 SH SOLE 0 0 1850 ISHARES TR FLTG RATE NT ETF 46429B655 416 8172 SH SOLE 100 0 8072 ISHARES TR IBNDS MAR20 ETF 46432FAK3 341 13875 SH SOLE 0 0 13875 ISHARES TR IBONDS DEC22 ETF 46434VBA7 847 33495 SH SOLE 0 0 33495 ISHARES TR MSCI MIN VOL ETF 46429B697 1893 28860 SH SOLE 0 0 28860 ISHARES TR RUS 2000 GRW ETF 464287648 495 2311 SH SOLE 0 0 2311 ISHARES TR U.S. CNSM SV ETF 464287580 1450 6353 SH SOLE 0 0 6353 ISHARES TR US TREAS BD ETF 46429B267 2907 112062 SH SOLE 0 0 112062 ISHARES TR USA QUALITY FCTR 46432F339 758 7505 SH SOLE 0 0 7505 ISHARES US ETF TR SHT MAT BD ETF 46431W507 285 5675 SH SOLE 0 0 5675 MICROSOFT CORP COM 594918104 340 2155 SH SOLE 0 0 2155 NETFLIX INC COM 64110L106 295 911 SH SOLE 0 0 911 NVIDIA CORP COM 67066G104 213 907 SH SOLE 0 0 907 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 740 9786 SH SOLE 176 0 9610 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 471 1255 SH SOLE 0 0 1255 SPDR SERIES TRUST FACTST INV ETF 78464A110 213 1880 SH SOLE 0 0 1880 SPDR SERIES TRUST S&P KENSHO NEW 78468R648 502 13900 SH SOLE 700 0 13200 VANGUARD INDEX FDS MID CAP ETF 922908629 620 3480 SH SOLE 75 0 3405 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 5656 85828 SH SOLE 350 0 85478 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1921 20498 SH SOLE 0 0 20498