WJ Interests, LLC
CIK 1727642 · Holdings on Jun 30, 2024 · First reported Jul 16, 2024
Top ten holdings
Q2 2024- NTSX19.67%
- VT16.69%
- RSSB14.33%
- NTSI13.27%
- AVEM8.27%
- ROMO7.02%
- AVLV6.32%
- AVUV5.22%
- TYA4.14%
- TUA3.20%
Share classes counted separately98.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TYAWeight decreased · -0.49 pp4.63% → 4.14%Shares -15.11K (-2.30%)
- NTSIWeight decreased · -0.48 pp13.75% → 13.27%Shares +28.80K (+4.09%)
- VTWeight increased · +0.37 pp16.32% → 16.69%Shares +17.55K (+6.27%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
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 | $39.50M | 19.67% | 899.47K shares | 19.47% → 19.67%+0.20 pp +25.69K (+2.94%) | Added | ↗▾ |
| 02 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $33.51M | 16.69% | 297.49K shares | 16.32% → 16.69%+0.37 pp +17.55K (+6.27%) | Added | ↗▾ |
| 03 | RSSBRTRN STACK GLBL STK & BD ETFRET STCKD GL STK View history and evidence | $28.77M | 14.33% | 1.27M shares | 14.32% → 14.33%+0.01 pp +58.16K (+4.81%) | Added | ↗▾ |
| 04 | NTSIWISDOMTREE INTERNATIONAL EFFINTERNATIONL EFI View history and evidence | $26.65M | 13.27% | 732.07K shares | 13.75% → 13.27%-0.48 pp +28.80K (+4.09%) | Added | ↗▾ |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $16.62M | 8.27% | 271.98K shares | 8.00% → 8.27%+0.27 pp +10.23K (+3.91%) | Added | ↗▾ |
| 06 | ROMOSTRATEGY SHARES NEWFOUND/RESNEWFOUND RESLV View history and evidence | $14.10M | 7.02% | 470.89K shares | 6.85% → 7.02%+0.17 pp +21.84K (+4.86%) | Added | ↗▾ |
| 07 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $12.70M | 6.32% | 202.09K shares | 6.42% → 6.32%-0.10 pp +12.81K (+6.77%) | Added | ↗▾ |
| 08 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $10.48M | 5.22% | 116.84K shares | 5.55% → 5.22%-0.33 pp +4.69K (+4.18%) | Added | ↗▾ |
| 09 | TYASIMPLIFY INTERMEDIATE TERMINTMD TERM TRSRY View history and evidence | $8.31M | 4.14% | 641.66K shares | 4.63% → 4.14%-0.49 pp -15.11K (-2.30%) | Reduced | ↗▾ |
| 10 | TUASIM ST TREAS FUT STRAT ETFSHORT TERM TREA View history and evidence | $6.43M | 3.20% | 301.51K shares | 3.35% → 3.20%-0.15 pp +10.93K (+3.76%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1727642 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 16, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 200813178
}Take these holdings further.
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