| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Wisdomtree U S Largecap ETF(EPS) | 281,271 | $14.2K | 11.67% |
| 2 | Wisdomtree Yield Enhanced US Aggregate BD FD ETF(AGGY) | 252,128 | $13.0K | 10.74% |
| 3 | Invesco QQQ ETF(QQQ) | 24,266 | $9.7K | 7.96% |
| 4 | Spdr Portfolio Developed World Ex-US ETF(SPDW) | 249,211 | $9.1K | 7.49% |
| 5 | Invesco S&P 500 Equal Weight ETF(RSP) | 55,283 | $9.0K | 7.42% |
| 6 | Wisdomtree U S Mid Cap Dividend ETF(DON) | 182,264 | $8.1K | 6.66% |
| 7 | Wisdomtree Trust US DIV Grwth Fund(DGRW) | 119,513 | $7.9K | 6.49% |
| 8 | Wisdomtree Emerging Mkts EX State Owned Enterprises ETF(XSOE) | 189,997 | $7.0K | 5.77% |
| 9 | Wisdomtree U S High Yield Corp Bond ETF(QHY) | 118,420 | $6.2K | 5.12% |
| 10 | Wisdomtree Intl Small Cap Dividend ETF(DLS) | 80,334 | $5.9K | 4.88% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 0% | 0.16% | +0.16% |
| Unclassified | 98.31% | 98.19% | -0.12% |
| Communication Services | 0.51% | 0.44% | -0.07% |
| Technology | 0.55% | 0.59% | +0.04% |
| Consumer Defensive | 0.24% | 0.26% | +0.02% |
| Consumer Cyclical | 0.19% | 0.18% | -0.01% |
| Industrials | 0.19% | 0.18% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.31% | 98.19% | -0.12% |
| Mega Cap | 1.44% | 1.43% | -0.01% |
| Large Cap | 0.25% | 0.21% | -0.04% |
| Mid Cap | 0% | 0.16% | +0.16% |
Quarter-over-quarter position changes