WJ Interests

WJ Interests as of March 31, 2025

Portfolio Holdings for WJ Interests

WJ Interests holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 19.2 $41M 356k 115.95
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 18.0 $39M 1.6M 23.43
Wisdomtree Tr Internationl Efi (NTSI) 13.2 $28M 748k 37.98
Wisdomtree Tr Us Efficient Cor (NTSX) 12.7 $27M 604k 45.31
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.2 $18M 293k 60.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.4 $16M 183k 87.17
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.4 $16M 245k 65.21
Strategy Newfound Reslv (ROMO) 6.4 $14M 450k 30.46
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.0 $4.2M 42k 100.62
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 1.9 $4.1M 76k 53.50
Tidal Tr Ii Return Stckd Us (RSST) 1.3 $2.8M 129k 22.09
JPMorgan Chase & Co. (JPM) 0.4 $858k 3.5k 245.30
Stellar Bancorp Ord (STEL) 0.4 $761k 28k 27.66
Vanguard World Health Car Etf (VHT) 0.2 $447k 1.7k 264.73
International Business Machines (IBM) 0.2 $423k 1.7k 248.66
Wal-Mart Stores (WMT) 0.2 $421k 4.8k 87.79
Microsoft Corporation (MSFT) 0.2 $419k 1.1k 375.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $322k 604.00 532.97
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $293k 11k 26.11
Broadstone Net Lease (BNL) 0.1 $270k 16k 17.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $252k 875.00 288.14
Zions Bancorporation (ZION) 0.1 $221k 4.4k 49.86
Microstrategy Cl A New (MSTR) 0.1 $216k 750.00 288.27