0001085146-22-002017.txt : 20220513 0001085146-22-002017.hdr.sgml : 20220513 20220512211621 ACCESSION NUMBER: 0001085146-22-002017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220513 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: 22919898 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 03-31-2022 03-31-2022 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 05-11-2022 0 49 150398 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 680 243 SH SOLE 0 0 243 AMAZON COM INC COM 023135106 2037 625 SH SOLE 0 0 625 APPLE INC COM 037833100 1832 10490 SH SOLE 0 0 10490 BLOCK INC CL A 852234103 432 3177 SH SOLE 0 0 3177 BOEING CO COM 097023105 921 4807 SH SOLE 0 0 4807 DISNEY WALT CO COM 254687106 224 1630 SH SOLE 0 0 1630 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 240 3075 SH SOLE 0 0 3075 GENERAL DYNAMICS CORP COM 369550108 252 1046 SH SOLE 0 0 1046 GENERAL MLS INC COM 370334104 386 5700 SH SOLE 0 0 5700 HONEYWELL INTL INC COM 438516106 454 2334 SH SOLE 0 0 2334 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 201 1348 SH SOLE 0 0 1348 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 3030 47594 SH SOLE 0 0 47594 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 562 11257 SH SOLE 0 0 11257 INVESCO QQQ TR UNIT SER 1 46090E103 15354 42344 SH SOLE 0 0 42344 ISHARES TR CORE DIV GRWTH 46434V621 8904 166566 SH SOLE 0 0 166566 ISHARES TR CORE S&P TTL STK 464287150 889 8790 SH SOLE 0 0 8790 ISHARES TR CORE S&P US GWT 464287671 11133 105460 SH SOLE 0 0 105460 ISHARES TR CORE S&P US VLU 464287663 13458 177480 SH SOLE 0 0 177480 ISHARES TR CORE S&P500 ETF 464287200 2595 5726 SH SOLE 0 0 5726 ISHARES TR EXPANDED TECH 464287515 306 890 SH SOLE 0 0 890 ISHARES TR FLTG RATE NT ETF 46429B655 18301 362137 SH SOLE 0 0 362137 ISHARES TR FOCUSD VAL FAC 46435U333 421 7213 SH SOLE 0 0 7213 ISHARES TR IBONDS 23 TRM HG 46435U150 6304 265069 SH SOLE 0 0 265069 ISHARES TR IBONDS DEC22 ETF 46434VBA7 6529 260782 PRN SOLE 0 0 260782 ISHARES TR IBONDS MAR23 ETF 46432FAZ0 226 8540 PRN SOLE 0 0 8540 ISHARES TR ISHARES SEMICDTR 464287523 249 533 SH SOLE 0 0 533 ISHARES TR MSCI USA ESG SLC 464288802 520 5364 SH SOLE 0 0 5364 ISHARES TR MSCI USA MIN VOL 46429B697 244 3115 SH SOLE 0 0 3115 ISHARES TR MSCI USA QLT FCT 46432F339 259 1915 SH SOLE 0 0 1915 ISHARES TR RUS 1000 GRW ETF 464287614 207 747 SH SOLE 0 0 747 ISHARES TR U.S. FINLS ETF 464287788 570 6755 SH SOLE 0 0 6755 ISHARES TR US CONSUM DISCRE 464287580 1066 14150 SH SOLE 0 0 14150 ISHARES U S ETF TR HEALTHCARE 46431W689 1417 32619 SH SOLE 0 0 32619 KROGER CO COM 501044101 229 4000 SH SOLE 0 0 4000 LPL FINL HLDGS INC COM 50212V100 365 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 937 3038 SH SOLE 0 0 3038 NETFLIX INC COM 64110L106 402 1076 SH SOLE 0 0 1076 NVIDIA CORPORATION COM 67066G104 913 3346 SH SOLE 0 0 3346 PACER FDS TR US CASH COWS 100 69374H881 16469 330777 SH SOLE 0 0 330777 ROCKWELL AUTOMATION INC COM 773903109 293 1046 SH SOLE 0 0 1046 SELECT SECTOR SPDR TR ENERGY 81369Y506 9724 127277 SH SOLE 0 0 127277 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 326 944 SH SOLE 0 0 944 SPDR S&P 500 ETF TR TR UNIT 78462F103 290 638 SH SOLE 0 0 638 SPDR SER TR BLOOMBERG INVT 78468R200 9394 308183 SH SOLE 0 0 308183 SPDR SER TR PRTFLO S&P500 GW 78464A409 247 3727 SH SOLE 0 0 3727 SPDR SER TR PRTFLO S&P500 VL 78464A508 1520 36458 SH SOLE 0 0 36458 SPDR SER TR S&P REGL BKG 78464A698 1394 20184 SH SOLE 0 0 20184 VANGUARD INDEX FDS TOTAL STK MKT 922908769 326 1434 SH SOLE 0 0 1434 WISDOMTREE TR US HIGH DIVIDEND 97717W208 7366 83645 SH SOLE 0 0 83645