WJ Interests

WJ Interests as of June 30, 2025

Portfolio Holdings for WJ Interests

WJ Interests holds 23 positions in its portfolio as reported in the June 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) 19.4 $45M 352k 128.52
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 19.2 $45M 1.7M 26.21
Wisdomtree Tr Internationl Efi (NTSI) 12.8 $30M 728k 40.99
Wisdomtree Tr Us Efficient Cor (NTSX) 12.6 $29M 587k 50.06
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.6 $20M 294k 68.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.3 $17M 187k 91.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.1 $17M 243k 68.21
Strategy Newfound Reslv (ROMO) 6.0 $14M 441k 32.02
Tidal Tr Ii Return Stckd Us (RSST) 1.9 $4.3M 186k 23.32
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 1.6 $3.8M 79k 48.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $3.0M 30k 100.53
JPMorgan Chase & Co. (JPM) 0.4 $1.0M 3.5k 289.91
Stellar Bancorp Ord (STEL) 0.3 $770k 28k 27.98
Microsoft Corporation (MSFT) 0.2 $555k 1.1k 497.41
Wal-Mart Stores (WMT) 0.2 $469k 4.8k 97.78
International Business Machines (IBM) 0.2 $460k 1.6k 294.78
Vanguard World Health Car Etf (VHT) 0.2 $420k 1.7k 248.34
Texas Instruments Incorporated (TXN) 0.2 $419k 2.0k 207.62
Microstrategy Cl A New (MSTR) 0.1 $303k 750.00 404.23
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $298k 11k 26.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $267k 875.00 304.83
Broadstone Net Lease (BNL) 0.1 $255k 16k 16.05
Zions Bancorporation (ZION) 0.1 $231k 4.4k 51.94