$144 Million is the total value of WJ Interests, LLC's 16 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $26,299,513 | -10.8% | 282,244 | -4.6% | 18.30% | -5.9% |
| ROMO | Sell | STRATEGY SHSnewfound reslv | $17,682,945 | -6.3% | 710,558 | -0.6% | 12.30% | -1.2% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $8,663,363 | -8.5% | 111,140 | -4.1% | 6.03% | -3.4% |
| AAPL | Exit | APPLE INC | $0 | – | -1,140 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.