DHJJ Financial Advisors, Ltd.

Portfolio Overview

DHJJ Financial Advisors, Ltd. manages a portfolio with a total market value of approximately $301.08 million as of December 31, 2025. This represents a significant growth of +108.2% compared to the previous quarter's value of $144.58M. The portfolio is highly diversified, comprising 1,039 total holdings. The asset composition is overwhelmingly dominated by Exchange Traded Funds (ETFs), which account for at least $130.08M (43.2%) of the reported value, with...