Dhjj-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  "PTLO",
  "SE",
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  "MTCH",
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  null,
  "MASI",
  "TROW",
  "NLY",
  "RJF",
  "CSIQ",
  "LYFT",
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  "FNDA",
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  null,
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  "MMM",
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  null,
  "ABBV",
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  "OBDC",
  "RVT",
  null,
  null,
  null,
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  "RIOT",
  null,
  "VDE",
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  "WTTR",
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  "FNDX",
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  "O",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 933
Total Value: 248344072
Accession Number: 0001844716-25-000002
Form Type: 13F-HR
CIK: dhjj-financial-advisors
Manager Name: Dhjj-Financial-Advisors

Data Enrichment

41% identified

380 identified553 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

933 positions • $248.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:57.2K

Value:$26.8M

% of Portfolio:10.8% ($26.8M/$248.3M)

464287507

IJH|464287507

Shares:305.6K

Value:$17.8M

% of Portfolio:7.2% ($17.8M/$248.3M)

808524797

SCHD|808524797

Shares:376.4K

Value:$10.5M

% of Portfolio:4.2% ($10.5M/$248.3M)

808524300

SCHG|808524300

Shares:339.7K

Value:$8.5M

% of Portfolio:3.4% ($8.5M/$248.3M)

46641Q837

Shares:139.7K

Value:$7.1M

% of Portfolio:2.8% ($7.1M/$248.3M)

464287655

IWM|464287655

Shares:33.3K

Value:$6.6M

% of Portfolio:2.7% ($6.6M/$248.3M)

921908844

VIG|921908844

Shares:32.8K

Value:$6.4M

% of Portfolio:2.6% ($6.4M/$248.3M)

33734H106

Shares:136.4K

Value:$6.1M

% of Portfolio:2.4% ($6.1M/$248.3M)

464287614

IWF|464287614

Shares:16.5K

Value:$6.0M

% of Portfolio:2.4% ($6.0M/$248.3M)

46137V472

Shares:63.4K

Value:$5.8M

% of Portfolio:2.3% ($5.8M/$248.3M)

808524508

Shares:210.2K

Value:$5.5M

% of Portfolio:2.2% ($5.5M/$248.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.2K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$248.3M)

33733E104

Shares:44.9K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$248.3M)

808524607

SCHA|808524607

Shares:130.6K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$248.3M)

808524805

SCHF|808524805

Shares:154.2K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$248.3M)

45782C409

Shares:64.4K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$248.3M)

33740F847

Shares:63.1K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$248.3M)

74348A467

Shares:28.0K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$248.3M)

46138G300

Shares:71.4K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$248.3M)

808524102

SCHB|808524102

Shares:124.9K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$248.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	57.2K	QoQ -1.38% (-803) YoY -1.47% (-857)	All Managers (Combined)	$26.8M	10.8% ($26.8M/$248.3M)	QoQ -9.54% (-$2.8M) YoY +4.05% (-$1.0M)
(IJHcusip464287507)	305.6K	QoQ -1.11% (-3.5K) YoY -4.49% (-14.4K)	All Managers (Combined)	$17.8M	7.2% ($17.8M/$248.3M)	QoQ -7.40% (-$1.4M) YoY -8.25% (-$1.6M)
(SCHDcusip808524797)	376.4K	QoQ -0.08% (-308) YoY +214.82% (+256.8K)	All Managers (Combined)	$10.5M	4.2% ($10.5M/$248.3M)	QoQ +2.25% (-$232.5K) YoY +9.17% (+$884.1K)
(SCHGcusip808524300)	339.7K	QoQ -1.85% (-6.4K) YoY +298.69% (+254.5K)	All Managers (Combined)	$8.5M	3.4% ($8.5M/$248.3M)	QoQ -11.82% (-$1.1M) YoY +7.67% (+$606.2K)
(cusip46641Q837)✕	139.7K	QoQ +84.86% (+64.1K) YoY +9234.40% (+138.2K)	All Managers (Combined)	$7.1M	2.8% ($7.1M/$248.3M)	QoQ +85.81% (+$3.3M) YoY +9267.63% (+$7.0M)
(IWMcusip464287655)	33.3K	QoQ -1.54% (-523) YoY -3.23% (-1.1K)	All Managers (Combined)	$6.6M	2.7% ($6.6M/$248.3M)	QoQ -11.11% (-$830.2K) YoY -8.20% (-$593.4K)
(VIGcusip921908844)	32.8K	QoQ +0.25% (-85) YoY +1.66% (+538)	All Managers (Combined)	$6.4M	2.6% ($6.4M/$248.3M)	QoQ -0.68% (-$43.9K) YoY +7.99% (+$471.6K)
(cusip33734H106)✕	136.4K	QoQ -4.57% (-6.5K) YoY -5.26% (-7.6K)	All Managers (Combined)	$6.1M	2.4% ($6.1M/$248.3M)	QoQ -2.50% (-$156.0K) YoY +0.03% (-$1.9K)
(IWFcusip464287614)	16.5K	QoQ -1.43% (-240) YoY -4.97% (-866)	All Managers (Combined)	$6.0M	2.4% ($6.0M/$248.3M)	QoQ -11.37% (-$766.4K) YoY +1.80% (-$105.7K)
(cusip46137V472)✕	63.4K	QoQ +4.62% (-2.8K) YoY NEW(+63.4K)	All Managers (Combined)	$5.8M	2.3% ($5.8M/$248.3M)	QoQ -2.75% (-$164.3K) YoY NEW(+$5.8M)
(cusip808524508)✕	210.2K	QoQ -0.36% (-775) YoY +204.56% (-141.2K)	All Managers (Combined)	$5.5M	2.2% ($5.5M/$248.3M)	QoQ -5.79% (-$338.9K) YoY -2.00% (-$112.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.2K	QoQ +0.30% (-22) YoY +2.82% (+198)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$248.3M)	QoQ -4.26% (-$179.4K) YoY +9.96% (+$365.2K)
(cusip33733E104)✕	44.9K	QoQ -9.72% (-4.8K) YoY -33.48% (-22.6K)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$248.3M)	QoQ -7.85% (-$343.3K) YoY -30.38% (-$1.8M)
(SCHAcusip808524607)	130.6K	QoQ -1.36% (-1.8K) YoY +88.33% (-61.3K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$248.3M)	QoQ -10.63% (-$364.2K) YoY -10.38% (-$354.6K)
(SCHFcusip808524805)	154.2K	QoQ -1.76% (-2.8K) YoY +121.70% (+84.6K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$248.3M)	QoQ +5.03% (-$146.1K) YoY +12.38% (+$336.0K)
(cusip45782C409)✕	64.4K	QoQ -0.26% (-169) YoY -11.48% (-8.4K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$248.3M)	QoQ -3.00% (-$92.9K) YoY -5.19% (-$164.6K)
(cusip33740F847)✕	63.1K	QoQ -2.07% (-1.3K) YoY -10.86% (-7.7K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$248.3M)	QoQ -4.43% (-$136.7K) YoY -7.01% (-$222.3K)
(cusip74348A467)✕	28.0K	QoQ +0.55% (+154) YoY +10.85% (+2.7K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$248.3M)	QoQ +3.20% (+$89.0K) YoY +11.70% (+$300.0K)
(cusip46138G300)✕	71.4K	QoQ +8.18% (+5.4K) YoY +142.10% (+41.9K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$248.3M)	QoQ +0.95% (+$26.7K) YoY +132.34% (+$1.6M)
(SCHBcusip808524102)	124.9K	QoQ -5.72% (-7.6K) YoY +174.55% (-79.4K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$248.3M)	QoQ -10.58% (-$318.3K) YoY -3.17% (-$88.2K)