StockDriftsStockDriftsTop 19 WJ Interests, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSSB | Return Stacked Stock and Bond | 17.05% | 1.63M | $44.4M | +7.05%(+107.39K) | $22.59(+35.36%) | 2026-03-31 | |
| VT | Vanguard Total World Stock | 15.98% | 300.8K | $41.6M | +5.13%(+14.68K) | $98.55(+58.47%) | 2026-03-31 | |
| NTSI | WisdomTree Intl Efficient Core | 11.61% | 686.7K | $30.2M | +3.68%(+24.36K) | $32.93(+42.67%) | 2026-03-31 | |
| NTSX | WisdomTree U.S. Efficient Core Fund | 9.89% | 494.0K | $25.8M | +6.51%(+30.20K) | $36.31(+61.89%) | 2026-03-31 | |
| AVUV | Avantis US Small Value ETF | 8.94% | 210.7K | $23.3M | +5.38%(+10.76K) | $84.57(+46.05%) | 2026-03-31 | |
| AVEM | Avantis Emerging Mkts | 7.99% | 258.2K | $20.8M | +2.94%(+7.38K) | $54.94(+68.25%) | 2026-03-31 | |
| TLT | iShares Long Term Treasury Bond ETF | 5.91% | 177.4K | $15.4M | +10.54%(+16.92K) | $88.63(-3.52%) | 2026-03-31 | |
| AVLV | Avantis US Large Cap Value ETF | 5.54% | 178.9K | $14.4M | +3.80%(+6.55K) | $53.66(+69.26%) | 2026-03-31 | |
| ROMO | Strat Shares Newfound/Resolve Momentum ETF | 5.45% | 450.5K | $14.2M | +6.44%(+27.26K) | $27.08(+24.69%) | 2026-03-31 | |
| RSST | Return Stacked US Stk and Managed Futures | 2.37% | 218.5K | $6.2M | +10.80%(+21.30K) | $24.11(+33.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.06% |
| Top 20 Holdings Unweighted | +9.80% | +32.38% |
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