DHJJ Financial Advisors, Ltd.

Q2 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    977

  • Value ($000)

    $276,936

  • Date Filed
    07/21/2025
  • Form type
    13F-HR
  • CIK
    0001844716
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$31.39M
11 %

56,905

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$18.95M
7 %

305,619

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$10.16M
4 %

383,236

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$9.85M
4 %

337,235

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$7.45M
3 %

147,087

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$7.12M
3 %

33,010

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$6.94M
3 %

16,342

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$6.79M
3 %

33,174

XMHQ
XMHQ

INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY
$6.64M
2 %

67,580

FVD
FVD

FIRST TR EXCHANGE-TRADED FD

SHS
$5.98M
2 %

133,836

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 977