DHJJ Financial Advisors, Ltd.

The management style appears to be a "core-satellite" approach implemented primarily through fund wrappers. The firm utilizes a broad array of ETF providers, including Invesco, iShares, Schwab, and First Trust, suggesting a focus on gaining specific factor exposures (e.g., growth, dividends, momentum) rather than concentrating on individual security selection. The massive increase in portfolio value—doubling in a single quarter—indicates either significant net new capital inflows, a substantial consolidation of accounts, or a major rebalancing strategy that shifted assets into reported long positions from other asset classes.

Key Holdings