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Camilla Corso

@Dhjj Financial Advisors, Ltd.

Latest period2024 - Q3ReportedManaged Assets$252.697MTotal holdings880
Assets growth rate6.72%Assets growth rate (2-Q avg)5.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Dhjj Financial Advisors, Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 880 positions.

Assets under management

The assets under management (AUM) of Dhjj Financial Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 252.697M in assets, with a quarterly growth rate of 6.72% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Camilla Corso, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Increased 0.56%
11.33%
$28.611M
58,621 shares@ $488.08 avg price
IJHIshares Tr
Recent Activity
Decreased -1.39%
7.78%
$19.649M
315,286 shares@ $62.33 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 2.13%
4.2%
$10.606M
125,476 shares@ $84.54 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.83%
3.59%
$9.065M
87,017 shares@ $104.18 avg price
IWMIshares Tr
Recent Activity
Decreased -1.67%
2.97%
$7.486M
33,890 shares@ $220.9 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 0.6%
2.66%
$6.718M
147,689 shares@ $45.5 avg price
IWFIshares Tr
Recent Activity
Decreased -1.57%
2.55%
$6.44M
17,155 shares@ $375.38 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.23%
2.54%
$6.408M
32,355 shares@ $198.07 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 5.5%
2.39%
$6.028M
72,543 shares@ $83.1 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 6.54%
2.24%
$5.641M
54,987 shares@ $102.58 avg price