WJ Interests

WJ Interests as of Dec. 31, 2024

Portfolio Holdings for WJ Interests

WJ Interests holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Efficient Cor (NTSX) 18.6 $39M 824k 46.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 18.3 $38M 323k 117.48
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 15.5 $32M 1.4M 23.24
Wisdomtree Tr Internationl Efi (NTSI) 12.0 $25M 709k 35.13
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.4 $17M 180k 96.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.3 $17M 294k 58.79
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.1 $15M 220k 66.77
Strategy Newfound Reslv (ROMO) 7.0 $15M 458k 31.62
Simplify Exchange Traded Fun Downside Interes (RFIX) 1.8 $3.8M 71k 52.88
Tidal Tr Ii Return Stckd Us (RSST) 1.1 $2.2M 92k 23.90
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $1.9M 19k 100.34
JPMorgan Chase & Co. (JPM) 0.4 $839k 3.5k 239.71
Vanguard World Health Car Etf (VHT) 0.2 $429k 1.7k 253.69
Microsoft Corporation (MSFT) 0.2 $420k 997.00 421.50
Zions Bancorporation (ZION) 0.1 $241k 4.4k 54.25
Spdr Gold Tr Gold Shs (GLD) 0.1 $212k 875.00 242.13