0001085146-21-000203.txt : 20210120 0001085146-21-000203.hdr.sgml : 20210120 20210119215708 ACCESSION NUMBER: 0001085146-21-000203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210120 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210120 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: 21537314 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 12-31-2020 12-31-2020 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 01-19-2021 0 37 32142 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 217 124 SH SOLE 0 0 124 AMAZON COM INC COM 023135106 2124 652 SH SOLE 0 0 652 APPLE INC COM 037833100 1438 10839 SH SOLE 0 0 10839 ARK ETF TR NEXT GNRTN INTER 00214Q401 440 3005 SH SOLE 0 0 3005 BOEING CO COM 097023105 298 1392 SH SOLE 710 0 682 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 488 7225 SH SOLE 0 0 7225 GENERAL MLS INC COM 370334104 335 5700 SH SOLE 0 0 5700 HONEYWELL INTL INC COM 438516106 525 2467 SH SOLE 508 0 1959 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 436 1910 SH SOLE 0 0 1910 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 265 6300 SH SOLE 0 0 6300 INVESCO QQQ TR UNIT SER 1 46090E103 5394 17193 SH SOLE 0 0 17193 ISHARES TR CORE S&P TTL STK 464287150 885 10259 SH SOLE 0 0 10259 ISHARES TR CORE S&P500 ETF 464287200 2273 6055 SH SOLE 0 0 6055 ISHARES TR CORE TOTAL USD 46434V613 443 8125 SH SOLE 0 0 8125 ISHARES TR CORE US AGGBD ET 464287226 502 4250 SH SOLE 0 0 4250 ISHARES TR EXPANDED TECH 464287515 386 1090 SH SOLE 0 0 1090 ISHARES TR IBONDS DEC22 ETF 46434VBA7 443 17314 SH SOLE 0 0 17314 ISHARES TR MBS ETF 464288588 251 2275 SH SOLE 0 0 2275 ISHARES TR MSCI USA ESG SLC 464288802 379 4600 SH SOLE 0 0 4600 ISHARES TR MSCI USA MIN VOL 46429B697 948 13965 SH SOLE 0 0 13965 ISHARES TR MSCI USA QLT FCT 46432F339 298 2565 SH SOLE 0 0 2565 ISHARES TR RUS 1000 GRW ETF 464287614 291 1205 SH SOLE 1005 0 200 ISHARES TR U.S. CNSM SV ETF 464287580 1108 15720 SH SOLE 0 0 15720 ISHARES TR US TREAS BD ETF 46429B267 1356 49785 SH SOLE 0 0 49785 LPL FINL HLDGS INC COM 50212V100 208 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 585 2632 SH SOLE 0 0 2632 NETFLIX INC COM 64110L106 506 935 SH SOLE 0 0 935 NVIDIA CORPORATION COM 67066G104 486 931 SH SOLE 0 0 931 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 213 3300 SH SOLE 0 0 3300 ROCKWELL AUTOMATION INC COM 773903109 261 1040 SH SOLE 0 0 1040 SPDR SER TR FACTST INV ETF 78464A110 1056 4910 SH SOLE 0 0 4910 SPDR SER TR PORTFLI INTRMDIT 78464A672 1679 50777 SH SOLE 0 0 50777 SPDR SER TR PORTFOLIO LN COR 78464A367 440 13290 SH SOLE 0 0 13290 SQUARE INC CL A 852234103 722 3319 SH SOLE 0 0 3319 VANGUARD INDEX FDS TOTAL STK MKT 922908769 562 2887 SH SOLE 2887 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3651 52588 SH SOLE 0 0 52588 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 250 4675 SH SOLE 0 0 4675