DHJJ Financial Advisors, Ltd.
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$301.8M
Holdings
1,080
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (62.1k shares)
10.6%
02
$IJH
ISHARES TR
Held since at least Q1 2024
6.4%
03
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.8%
04
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.2%
05
$JPST
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.9%
06
$IWM
ISHARES TR
Held since at least Q1 2024
2.5%
07
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.5%
08
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.3%
09
$IWF
ISHARES TR
Held since at least Q1 2024
2.1%
10
$SCHM
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:33 UTC.