WJ Interests as of June 30, 2024
Portfolio Holdings for WJ Interests
WJ Interests holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 19.7 | $40M | 900k | 43.91 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 16.7 | $34M | 298k | 112.63 | |
| Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 14.3 | $29M | 1.3M | 22.69 | |
| Wisdomtree Tr Internationl Efi (NTSI) | 13.3 | $27M | 732k | 36.41 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 8.3 | $17M | 272k | 61.09 | |
| Strategy Newfound Reslv (ROMO) | 7.0 | $14M | 471k | 29.94 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.3 | $13M | 202k | 62.84 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.2 | $11M | 117k | 89.72 | |
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 4.1 | $8.3M | 642k | 12.95 | |
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 3.2 | $6.4M | 302k | 21.32 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $1.9M | 19k | 100.65 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $708k | 3.5k | 202.26 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $450k | 1.7k | 266.00 | |
| Microsoft Corporation (MSFT) | 0.2 | $446k | 997.00 | 446.95 | |
| Tidal Tr Ii Return Stckd Us (RSST) | 0.1 | $231k | 9.4k | 24.51 |
