WJ Interests, LLC
CIK 1727642 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- NTSX21.08%
- VT18.27%
- NTSI15.28%
- ROMO10.23%
- AVEM8.94%
- AVLV6.61%
- AVUV6.42%
- TYA6.28%
- RSSB4.36%
- MINT1.51%
Share classes counted separately98.98%
Portfolio value by quarter
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NTSXWISDOMTREE US EFFICIENT COREUS EFFICIENT COR View history and evidence | $33.42M | 21.08% | 850.49K shares | — | ↗▾ | |
| 02 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $28.98M | 18.27% | 281.65K shares | — | ↗▾ | |
| 03 | NTSIWISDOMTREE INTERNATIONAL EFFINTERNATIONL EFI View history and evidence | $24.23M | 15.28% | 678.31K shares | — | ↗▾ | |
| 04 | ROMOSTRATEGY SHARES NEWFOUND/RESNEWFOUND RESLV View history and evidence | $16.22M | 10.23% | 614.37K shares | — | ↗▾ | |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $14.17M | 8.94% | 251.28K shares | — | ↗▾ | |
| 06 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $10.48M | 6.61% | 181.48K shares | — | ↗▾ | |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $10.18M | 6.42% | 113.38K shares | — | ↗▾ | |
| 08 | TYASIMPLIFY INTERMEDIATE TERMINTMD TERM TRSRY View history and evidence | $9.96M | 6.28% | 700.67K shares | — | ↗▾ | |
| 09 | RSSBRTRN STACK GLBL STK & BD ETFRET STCKD GL STK View history and evidence | $6.92M | 4.36% | 325.68K shares | — | ↗▾ | |
| 10 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $2.40M | 1.51% | 24.03K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 858927106 STELLAR BANCORP INC | Non-derivative | — | — | SEC filing ↗ | |
| TCBX THIRD COAST BANCSHARES INC | Non-derivative | — | — | SEC filing ↗ | |
| SYY SYSCO CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1727642 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158556604
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.