WJ Interests, LLC - Portfolio overview

WJ Interests, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. RSSB - Return Stacked Stock and Bond, 16.88%
  2. VT - Vanguard Total World Stock, 15.82%
  3. NTSI - WisdomTree Intl Efficient Core, 11.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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