$120 Million is the total value of WJ Interests, LLC's 70 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $22,454,466 | +7.8% | 260,523 | -1.3% | 18.64% | +0.3% |
| ROMO | Sell | STRATEGY SHSnewfound reslv | $16,991,888 | -0.8% | 698,008 | -0.0% | 14.10% | -7.7% |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $11,108,829 | +9.5% | 220,195 | -0.3% | 9.22% | +1.9% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,311,567 | -47.5% | 23,432 | -47.4% | 1.92% | -51.2% |
| Exit | SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $0 | – | -319,510 | -100.0% | -6.55% | – | |
| SPD | Exit | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $0 | – | -316,707 | -100.0% | -7.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.