WJ Interests, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $285.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RSSB | Return Stacked Stock and Bond | 1.63M | $44.4M | $49.3M | 17.28% | +107.4K | 2026-03-31 |
| 2 | VT | Vanguard Total World Stock | 300.8K | $41.6M | $46.9M | 16.42% | +14.7K | 2026-03-31 |
| 3 | NTSI | WisdomTree Intl Efficient Core | 686.7K | $30.2M | $32.6M | 11.43% | +24.4K | 2026-03-31 |
| 4 | NTSX | WisdomTree U.S. Efficient Core Fund | 494.0K | $25.8M | $28.9M | 10.12% | +30.2K | 2026-03-31 |
| 5 | AVUV | Avantis US Small Value ETF | 210.7K | $23.3M | $26.4M | 9.25% | +10.8K | 2026-03-31 |
| 6 | AVEM | Avantis Emerging Mkts | 258.2K | $20.8M | $23.1M | 8.10% | +7.4K | 2026-03-31 |
| 7 | TLT | iShares Long Term Treasury Bond ETF | 177.4K | $15.4M | $14.6M | 5.11% | +16.9K | 2026-03-31 |
| 8 | DSCO | Doubleline Securitized Credit ETF | 612.0K | $15.2M | $15.2M | 5.32% | -- | 2026-03-31 |
| 9 | AVLV | Avantis US Large Cap Value ETF | 178.9K | $14.4M | $16.5M | 5.78% | +6.5K | 2026-03-31 |
| 10 | ROMO | Strat Shares Newfound/Resolve Momentum ETF | 450.5K | $14.2M | $15.3M | 5.35% | +27.3K | 2026-03-31 |
| 11 | RSST | Return Stacked US Stk and Managed Futures | 218.5K | $6.2M | $7.1M | 2.49% | +21.3K | 2026-03-31 |
| 12 | MINT | PIMCO Enh Short Maturity | 33.8K | $3.4M | $3.4M | 1.19% | -1,541 | 2026-03-31 |
| 13 | RSSY | Return Stacked US Stk & Futs Yld ETF | 116.5K | $2.6M | $2.9M | 1.02% | +12.3K | 2026-03-31 |
| 14 | JPM | JP Morgan | 3.5K | $1.0M | $1.2M | 0.43% | -- | 2026-03-31 |
| 15 | VHT | Vanguard Health Care ETF | 1.7K | $460K | $515K | 0.18% | -- | 2026-03-31 |
| 16 | GLD | SPDR Gold Trust | 875 | $376K | $325K | 0.11% | -- | 2026-03-31 |
| 17 | IBM | IBM | 1.5K | $354K | $327K | 0.11% | -100 | 2026-03-31 |
| 18 | SCYB | Schwab High Yield Bond ETF | 11.2K | $291K | $291K | 0.10% | -- | 2026-03-31 |
| 19 | ZION | Zions Bancorp | 4.4K | $255K | $308K | 0.11% | -- | 2026-03-31 |
| 20 | MSFT | Microsoft | 563 | $208K | $261K | 0.09% | -- | 2026-03-31 |
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