WJ Interests

WJ Interests as of Sept. 30, 2024

Portfolio Holdings for WJ Interests

WJ Interests holds 21 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Efficient Cor (NTSX) 17.6 $40M 852k 46.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 15.6 $35M 295k 119.70
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 14.3 $32M 1.3M 24.98
Wisdomtree Tr Internationl Efi (NTSI) 12.3 $28M 709k 39.23
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.1 $18M 283k 64.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.7 $17M 181k 95.95
Strategy Newfound Reslv (ROMO) 6.5 $15M 468k 31.45
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.1 $14M 209k 65.83
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 4.0 $9.1M 636k 14.37
Simplify Exchange Traded Fun Short Term Trea (TUA) 3.2 $7.2M 313k 22.99
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.7 $6.1M 60k 100.69
Tidal Tr Ii Return Stckd Us (RSST) 0.4 $890k 36k 24.50
JPMorgan Chase & Co. (JPM) 0.3 $738k 3.5k 210.86
Stellar Bancorp Ord (STEL) 0.3 $712k 28k 25.89
Microsoft Corporation (MSFT) 0.2 $480k 1.1k 430.30
Vanguard World Health Car Etf (VHT) 0.2 $477k 1.7k 282.20
Wal-Mart Stores (WMT) 0.2 $388k 4.8k 80.75
Broadstone Net Lease (BNL) 0.1 $301k 16k 18.95
Apple (AAPL) 0.1 $266k 1.1k 233.00
Spdr Gold Tr Gold Shs (GLD) 0.1 $213k 875.00 243.06
Zions Bancorporation (ZION) 0.1 $210k 4.4k 47.22