WI
| |
WJ Interests, LLC13F | |
| WJ Interests, LLC | |
| Last update 2025-07-22 | 23 Stocks (1 new) |
| Value $234.00 Mil | Turnover 2 % |
WJ Interests, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 352,318 | 45,279.8 | -0.98% | 19.370 | -0.19% | 0.100 | +17.13% | +13.31% | 46,529.1 | ||
RSSB |
Return Stacked Global Stocks & Bonds ETF
Return Stacked Global Stocks & Bonds ETF
| 1,708,092 | 44,769.1 | +3.61% | 19.150 | +0.67% | 15.250 | +16.98% | +14.16% | 297.1 | ||
NTSI |
WisdomTree International Efficient Core Fund
WisdomTree International Efficient Core Fund
| 728,072 | 29,843.7 | -2.65% | 12.770 | -0.35% | 7.320 | +11.67% | +20.92% | 415.8 | ||
NTSX | WisdomTree U.S. Efficient Core Fund | 587,204 | 29,395.4 | -2.77% | 12.570 | -0.35% | 2.440 | +17.32% | +9.58% | 1,225.7 | ||
AVEM | Avantis Emerging Markets Equity ETF | 293,544 | 20,119.5 | +0.10% | 8.610 | +0.01% | 0.190 | +19.33% | +20.87% | 11,156.4 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 187,050 | 17,040.3 | +1.97% | 7.290 | +0.14% | 0.100 | +18.43% | +0.06% | 17,283.8 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 242,762 | 16,558.8 | -0.89% | 7.080 | -0.07% | 0.220 | +14.72% | +5.26% | 7,895.3 | ||
ROMO |
Strategy Shares Newfound/ReSolve Robust Momentum ETF
Strategy Shares Newfound/ReSolve Robust Momentum ETF
| 441,191 | 14,127.6 | -1.98% | 6.040 | -0.13% | 49.020 | +7.74% | +3.42% | 29.4 | ||
RSST | Roust Corp | 185,693 | 4,330.4 | +44.13% | 1.850 | +0.57% | - | - | - | 0 | Beverages - Alcoholic | |
RFIX | Simplify Bond Bull ETF | 78,538 | 3,818.5 | +3.12% | 1.630 | +0.05% | 2.510 | -11.45% | -15.24% | 138.1 |
WJ Interests, LLC's Historical Top Holdings Breakdowns
WJ Interests, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSSB |
Return Stacked Global Stocks & Bonds ETF
Return Stacked Global Stocks & Bonds ETF
| 2025-06-30 | Add Add | +0.67% | 20.76 ($24.04) 26.21 | $26.53 | 10.36% | Add 3.61% | 1,708,092 | 59,462 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-06-30 | Reduce Reduce | -0.56% | 100.04 ($100.31) 100.62 | $100.50 | 0.19% | Reduce -28.39% | 30,097 | -11,932 | |
NTSI |
WisdomTree International Efficient Core Fund
WisdomTree International Efficient Core Fund
| 2025-06-30 | Reduce Reduce | -0.35% | 34.04 ($39.15) 41.24 | $41.79 | 6.73% | Reduce -2.65% | 728,072 | -19,846 | |
NTSX | WisdomTree U.S. Efficient Core Fund | 2025-06-30 | Reduce Reduce | -0.35% | 40.73 ($46.22) 50.06 | $50.86 | 10.04% | Reduce -2.77% | 587,204 | -16,722 | |
VT | Vanguard Total World Stock ETF | 2025-06-30 | Reduce Reduce | -0.19% | 103.16 ($119.55) 128.52 | $132.05 | 10.46% | Reduce -0.98% | 352,318 | -3,500 | |
TXN | Texas Instruments Inc | 2025-06-30 | New Buy New Buy | +0.18% | 145.61 ($177.56) 207.62 | $186.25 | 4.89% | New holding | 2,018 | 2,018 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Sold Out Sold Out | -0.15% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | Sold Out | 0 | -604 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.14% | 75.17 ($86.2) 91.21 | $96.59 | 12.05% | Add 1.97% | 187,050 | 3,618 | |
ROMO |
Strategy Shares Newfound/ReSolve Robust Momentum ETF
Strategy Shares Newfound/ReSolve Robust Momentum ETF
| 2025-06-30 | Reduce Reduce | -0.13% | 28.25 ($30.76) 32.02 | $32.70 | 6.31% | Reduce -1.98% | 441,191 | -8,932 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-06-30 | Reduce Reduce | -0.07% | 56.85 ($64.41) 68.21 | $70.28 | 9.11% | Reduce -0.89% | 242,762 | -2,175 |
WJ Interests, LLC Total Holding History ($B)
WJ Interests, LLC's Asset Allocation
WJ Interests, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WJ Interests, LLC's Hypothetical Growth since 2025-06-30
WJ Interests, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WJ Interests, LLC's Holdings Heat Map
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WJ Interests, LLC's Holdings Bubble Chart
WJ Interests, LLC News
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