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CIK 0001727642 • 7 13F filings • Apr 21, 2025 – Oct 14, 2026
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=jivedata("wj-interests-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $20.1M | 8.6% | 293,544 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $16.6M | 7.1% | 242,762 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $17.0M | 7.3% | 187,050 SH | New |
| BROADSTONE NET LEASE INC | COM | $255K | 0.1% | 15,864 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $460K | 0.2% | 1,562 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.4% | 3,498 SH | New |
| MICROSOFT CORP | COM | $555K | 0.2% | 1,115 SH | New |
| MICROSTRATEGY INC | CL A NEW | $303K | 0.1% | 750 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.0M | 1.3% | 30,097 SH | New |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $298K | 0.1% | 11,215 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | BOND BULL ETF | $3.8M | 1.6% | 78,538 SH | New |
| SPDR GOLD TR | GOLD SHS | $267K | 0.1% | 875 SH | New |
| STELLAR BANCORP INC | COM | $770K | 0.3% | 27,506 SH | New |
| STRATEGY SHS | NEWFOUND RESLV | $14.1M | 6.0% | 441,191 SH | New |
| TEXAS INSTRS INC | COM | $419K | 0.2% | 2,018 SH | New |
| TIDAL TR II | RET STCKD GL STK | $44.8M | 19.2% | 1,708,092 SH | New |
| TIDAL TR II | RETURN STCKD US | $4.3M | 1.9% | 185,693 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $45.3M | 19.4% | 352,318 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $420K | 0.2% | 1,690 SH | New |
| WALMART INC | COM | $469K | 0.2% | 4,800 SH | New |
| WISDOMTREE TR | INTERNATIONL EFI | $29.8M | 12.8% | 728,072 SH | New |
| WISDOMTREE TR | US EFFICIENT COR | $29.4M | 12.6% | 587,204 SH | New |
| ZIONS BANCORPORATION N A | COM | $231K | 0.1% | 4,439 SH | New |
| 13F-HR |
| 0001754960-25-000684 |
| $247.6M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000670 | $259.4M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000450 | $233.8M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000286 | $260.4M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000226 | $215.0M | View |