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  Name: WJ Interests LLC
  City: SUGAR LAND
  State: TX
  Zip: 77478
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $189,524,000
  Total Value Change : $30,967,000
  Securities Held Change : 0
   
All Securities Held : 12
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 6
  Unchanged Positions : 1
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 2 - $113.51 $30,933,000 279,934 16.32% 1,957,000 -1,716 0.157    Closed - End Fund - E...
   (ROMO)1 Year Chart         ROMO Newfound/resolve Robust Mom... 5 - $0.00 $12,982,000 449,052 6.85% -3,234,000 -165,320 4.99    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 7 - $88.90 $10,510,000 112,151 5.55% 328,000 -1,230 0.125    N/A
   (TYA)1 Year Chart         TYA Simplify Risk Parity Treasu... 8 - $0.00 $8,768,000 656,763 4.63% -1,189,000 -43,912 7.297    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 10 - $100.49 $2,115,000 21,032 1.12% -283,000 -2,999 0.015    Closed - End Fund - Debt

      5 Records Found
  1    
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