WJ Interests

WJ Interests as of June 30, 2023

Portfolio Holdings for WJ Interests

WJ Interests holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Efficient Cor (NTSX) 21.2 $32M 847k 37.97
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 19.4 $30M 296k 99.71
Wisdomtree Tr Internationl Efi (NTSI) 15.6 $24M 670k 35.24
Strategy Newfound Reslv (ROMO) 12.4 $19M 715k 26.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.6 $13M 236k 55.48
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 6.7 $10M 681k 14.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.2 $9.5M 116k 81.69
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.7 $8.6M 157k 54.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.6 $2.4M 24k 99.63
Stellar Bancorp Ord (STEL) 0.8 $1.2M 51k 24.19
Third Coast Bancshares (TCBX) 0.5 $751k 42k 18.02
SYSCO Corporation (SYY) 0.3 $476k 6.6k 72.48
Microsoft Corporation (MSFT) 0.2 $358k 997.00 359.49
Exxon Mobil Corporation (XOM) 0.2 $292k 2.9k 100.92
Broadstone Net Lease (BNL) 0.2 $252k 16k 15.89
Wal-Mart Stores (WMT) 0.2 $247k 1.6k 154.57
Apple (AAPL) 0.1 $221k 1.1k 193.73