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| Name: |
WJ Interests LLC |
| City: |
SUGAR LAND |
| State: |
TX |
| Zip: |
77478 |
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data |
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| Holdings
Found :
11 |
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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 |
|
NTSX |
Wisdomtree 90/60 Us Balance... |
1 |
- |
$0.00 |
$36,900,000 |
873,778 |
19.47% |
3,476,000 |
23,287 |
0.817 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
2 |
- |
$110.58 |
$30,933,000 |
279,934 |
16.32% |
1,957,000 |
-1,716 |
0.157 |
Closed - End Fund - E... |
|
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NTSI |
Wisdomtree International Ef... |
3 |
- |
$0.00 |
$26,063,000 |
703,275 |
13.75% |
1,831,000 |
24,969 |
2.003 |
N/A |
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AVEM |
Avantis Emerging Markets Eq... |
4 |
- |
$0.00 |
$15,171,000 |
261,746 |
8% |
1,001,000 |
10,461 |
0.236 |
N/A |
|
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ROMO |
Newfound/resolve Robust Mom... |
5 |
- |
$0.00 |
$12,982,000 |
449,052 |
6.85% |
-3,234,000 |
-165,320 |
4.99 |
N/A |
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AVLV |
Avantis Us Large Cap Value Etf |
6 |
- |
$0.00 |
$12,163,000 |
189,280 |
6.42% |
1,681,000 |
7,797 |
0.21 |
N/A |
|
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AVUV |
Avantis Us Small Cap Value Etf |
7 |
- |
$92.43 |
$10,510,000 |
112,151 |
5.55% |
328,000 |
-1,230 |
0.125 |
N/A |
|
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TYA |
Simplify Risk Parity Treasu... |
8 |
- |
$0.00 |
$8,768,000 |
656,763 |
4.63% |
-1,189,000 |
-43,912 |
7.297 |
N/A |
|
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TUA |
Simplify Short Term Treasur... |
9 |
- |
$0.00 |
$6,355,000 |
290,578 |
3.35% |
5,131,000 |
237,712 |
0.062 |
N/A |
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MINT |
Pimco ETF Trust |
10 |
- |
$100.33 |
$2,115,000 |
21,032 |
1.12% |
-283,000 |
-2,999 |
0.015 |
Closed - End Fund - Debt |
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MSFT |
Microsoft Corp |
11 |
- |
$414.74 |
$419,000 |
997 |
0.22% |
44,000 |
0 |
0 |
Application Software |
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