06/30/2022
Top Buys (13F)
- Name% Change
- ROMO Strategy Shares New... 13.94%
- VT Vanguard Total Worl... 13.1%
- NTSX WisdomTree U.S. Eff... 10.33%
- MUB iShares National Mu... 8.9%
- NTSI WisdomTree Internat... 7.06%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- ROMO Strategy Shares Newfound/Re... 13.94%
- VT Vanguard Total World Stock ETF 13.1%
- NTSX WisdomTree U.S. Efficient C... 10.33%
- MUB iShares National Muni Bond ... 8.9%
- NTSI WisdomTree International Ef... 7.06%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for WJ INTERESTS, LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 0.54% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
WJ INTERESTS, LLC2333 TOWN CENTER DRIVE SUITE 100
SUGAR LAND TX 77478-4175
Country: United States
Business Phone: 281-634-9400
Fax: 281-634-9406
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | TX |
| Number of employees: | 8 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 231 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://PLUS.GOOGLE.COM/+WJINTERESTSLLCSUGARLAND
- HTTP://WWW.WJWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/PG/WJINTERESTS/ABOUT/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/1864746/
Data above was derived from SEC filings.
