WJ Interests Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Stock ETF
VT
|
+$1.94M |
| 2 |
Return Stacked Global Stocks & Bonds ETF
RSSB
|
+$1.28M |
| 3 |
WisdomTree US Efficient Core Fund
NTSX
|
+$1.09M |
| 4 |
WisdomTree International Efficient Core Fund
NTSI
|
+$1.05M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$803K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$197K |
| 2 |
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
|
+$193K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.43% |
| 2 | Financials | 0.35% |
| 3 | Technology | 0.22% |
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WJ Interests's Q2 2024 Portfolio in Review
As of Q2 2024, WJ Interests held 15 positions worth $201M, up 6% from $190M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
WJ Interests deployed $9.02M of net new capital in Q2 2024, opening 3 new positions and adding to 9 existing holdings. Its largest new stake was JPMorgan Chase: 3,498 shares worth $708K.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 100% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, an estimated $197K trimmed.
- WJ Interests's largest Q2 2024 buy was JPMorgan Chase: 3,498 shares worth $708K.
- WJ Interests added most to Vanguard Total World Stock ETF in Q2 2024, an estimated $1.94M increase.
- WJ Interests's biggest Q2 2024 reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, cutting an estimated $197K.
- WJ Interests's ten largest holdings make up 98% of its $201M portfolio in Q2 2024.
- WJ Interests opened 3 new positions and closed 0 in Q2 2024.
- WJ Interests's portfolio value rose 6% quarter-over-quarter to $201M.
Based on WJ Interests's 13F filing for Q2 2024, filed 16 Jul 2024.