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CIK: 0001727642
Total reported value
$259.4M
$259.4M
15 檔
55.9%
During the Q2 2024 filing period, WJ Interests, LLC (CIK: 0001727642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $259.4M across 15 reported positions.
During Q2 2024, WJ Interests, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NTSX, VT, RSSB) accounted for 55.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 19.67% | -5.50% | +2.94% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 16.69% | -1.34% | +6.27% | |
| 3 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 14.33% | +3.18% | +4.81% | |
| 4 | NTSI | Wisdomtree International Eff | ETF-Other | 13.27% | -6.09% | +4.09% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.27% | -0.17% | +3.91% | |
| 6 | ROMO | Strategy Shares Newfound/res | ETF-Other | 7.02% | +0.74% | +4.86% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.32% | +3.12% | +6.77% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.22% | -1.28% | +4.18% | |
| 9 | TYA | Simplify Intermediate Term | ETF-Other | 4.14% | — | -2.30% | |
| 10 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.20% | — | +3.76% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.96% | -0.56% | -9.34% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.04% | — | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 0.22% | +0.01% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | — | |
| 15 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.11% | -2.37% | EXIT |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 15 disclosed positions in Q2 2024.
During Q2 2024, WJ Interests, LLC's top holdings by market value included NTSX (19.7%)、VT (16.7%)、RSSB (14.3%). The largest single position, NTSX, represented 19.7% of total portfolio value.
In Q2 2024, WJ Interests, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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