0001085146-21-002202.txt : 20210804 0001085146-21-002202.hdr.sgml : 20210804 20210803204941 ACCESSION NUMBER: 0001085146-21-002202 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210804 DATE AS OF CHANGE: 20210803 EFFECTIVENESS DATE: 20210804 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: 211141912 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 06-30-2021 06-30-2021 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 08-03-2021 0 42 32271 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 419 167 SH SOLE 0 0 167 AMAZON COM INC COM 023135106 2174 632 SH SOLE 0 0 632 APPLE INC COM 037833100 1411 10305 SH SOLE 0 0 10305 BOEING CO COM 097023105 617 2577 SH SOLE 1157 0 1420 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 295 4611 SH SOLE 0 0 4611 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 287 3800 SH SOLE 0 0 3800 GENERAL MLS INC COM 370334104 347 5700 SH SOLE 0 0 5700 HONEYWELL INTL INC COM 438516106 534 2436 SH SOLE 512 0 1924 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 295 1150 SH SOLE 0 0 1150 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 292 6013 SH SOLE 0 0 6013 INVESCO QQQ TR UNIT SER 1 46090E103 4570 12895 SH SOLE 0 0 12895 ISHARES TR CORE S&P TTL STK 464287150 919 9309 SH SOLE 0 0 9309 ISHARES TR CORE S&P US VLU 464287663 261 3623 SH SOLE 0 0 3623 ISHARES TR CORE S&P500 ETF 464287200 2461 5725 SH SOLE 0 0 5725 ISHARES TR CORE TOTAL USD 46434V613 377 7047 SH SOLE 0 0 7047 ISHARES TR CORE US AGGBD ET 464287226 316 2743 SH SOLE 0 0 2743 ISHARES TR EXPANDED TECH 464287515 347 890 SH SOLE 0 0 890 ISHARES TR MSCI USA ESG SLC 464288802 506 5301 SH SOLE 0 0 5301 ISHARES TR MSCI USA MIN VOL 46429B697 271 3675 SH SOLE 0 0 3675 ISHARES TR MSCI USA QLT FCT 46432F339 279 2100 SH SOLE 0 0 2100 ISHARES TR RUS 1000 GRW ETF 464287614 221 812 SH SOLE 643 0 169 ISHARES TR TIPS BD ETF 464287176 243 1900 SH SOLE 0 0 1900 ISHARES TR U.S. CNSM SV ETF 464287580 1182 15230 SH SOLE 0 0 15230 ISHARES TR U.S. FINLS ETF 464287788 437 5393 SH SOLE 0 0 5393 ISHARES TR US TREAS BD ETF 46429B267 520 19560 SH SOLE 0 0 19560 ISHARES U S ETF TR INT RT HD LONG 46431W812 519 20481 SH SOLE 0 0 20481 LPL FINL HLDGS INC COM 50212V100 270 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 720 2659 SH SOLE 0 0 2659 NETFLIX INC COM 64110L106 463 876 SH SOLE 0 0 876 NVIDIA CORPORATION COM 67066G104 642 803 SH SOLE 0 0 803 ROCKWELL AUTOMATION INC COM 773903109 297 1040 SH SOLE 0 0 1040 SELECT SECTOR SPDR TR ENERGY 81369Y506 273 5065 SH SOLE 0 0 5065 SPDR SER TR BLOMBERG BRC INV 78468R200 1963 64040 SH SOLE 0 0 64040 SPDR SER TR FACTST INV ETF 78464A110 419 1853 SH SOLE 0 0 1853 SPDR SER TR PORTFLI INTRMDIT 78464A672 499 15407 SH SOLE 0 0 15407 SPDR SER TR PRTFLO S&P500 GW 78464A409 204 3238 SH SOLE 0 0 3238 SPDR SER TR PRTFLO S&P500 VL 78464A508 1386 35064 SH SOLE 0 0 35064 SPDR SER TR S&P 400 MDCP VAL 78464A839 385 5705 SH SOLE 0 0 5705 SPDR SER TR S&P BK ETF 78464A797 221 4300 SH SOLE 0 0 4300 SQUARE INC CL A 852234103 721 2956 SH SOLE 0 0 2956 VANGUARD INDEX FDS TOTAL STK MKT 922908769 647 2905 SH SOLE 2905 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3061 45142 SH SOLE 0 0 45142