$112 Million is the total value of WJ Interests, LLC's 10 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -3,223 | -100.0% | -0.22% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -65,980 | -100.0% | -2.50% | – |
BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -50,691 | -100.0% | -3.73% | – |
VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -58,149 | -100.0% | -4.06% | – |
IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -56,748 | -100.0% | -4.48% | – |
URTH | Exit | ISHARES INCmsci world etf | $0 | – | -84,367 | -100.0% | -6.96% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -108,437 | -100.0% | -8.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TR | 6 | Q3 2023 | 21.5% |
VANGUARD INTL EQUITY INDEX F | 6 | Q3 2023 | 19.4% |
WISDOMTREE TR | 6 | Q3 2023 | 16.7% |
STRATEGY SHS | 6 | Q3 2023 | 15.3% |
AMERICAN CENTY ETF TR | 6 | Q3 2023 | 9.2% |
SIMPLIFY EXCHANGE TRADED FUN | 6 | Q3 2023 | 8.1% |
PIMCO ETF TR | 6 | Q3 2023 | 4.9% |
MICROSOFT CORP | 6 | Q3 2023 | 0.2% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 6.2% |
AMERICAN CENTY ETF TR | 3 | Q3 2023 | 6.2% |
View WJ Interests, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-20 |
13F-HR | 2022-08-15 |
View WJ Interests, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.