WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位。
- 持股檔數
- 17
- 2022 年第 1 季沒有申報
- 總值
- $1.30 億
- 2022 年第 1 季沒有申報
WJ Interests, LLC 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Strategy Shs86280R886 | NEWFOUND RESLV | 703,440 | $1,806 萬 | 13.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 198,954 | $1,698 萬 | 13.1% | – | – | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 401,585 | $1,339 萬 | 10.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 108,437 | $1,153 萬 | 8.9% | – | – | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 295,530 | $914.5 萬 | 7.1% | – | – | – |
| iShares Inc464286392 | MSCI WORLD ETF | 84,367 | $901.7 萬 | 7.0% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 133,277 | $693.4 萬 | 5.4% | – | – | – |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 238,436 | $631.1 萬 | 4.9% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 63,612 | $630.5 萬 | 4.9% | – | – | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 338,362 | $616.2 萬 | 4.8% | – | – | – |
| Simplify Exchange Traded Fun82889N780 | TAIL RISK STRAT | 301,231 | $603.4 萬 | 4.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 56,748 | $580.5 萬 | 4.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 58,149 | $526.4 萬 | 4.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 50,691 | $482.8 萬 | 3.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 65,980 | $323.7 萬 | 2.5% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,223 | $29.2 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,097 | $28.2 萬 | 0.2% | – | – | 歷史 |