0001951757-24-000390.txt : 20240429
0001951757-24-000390.hdr.sgml : 20240429
20240429122812
ACCESSION NUMBER: 0001951757-24-000390
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240429
DATE AS OF CHANGE: 20240429
EFFECTIVENESS DATE: 20240429
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birchcreek Wealth Management, LLC
CENTRAL INDEX KEY: 0001840341
ORGANIZATION NAME:
IRS NUMBER: 842601302
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20479
FILM NUMBER: 24888573
BUSINESS ADDRESS:
STREET 1: 2955 EXCHANGE PLACE BLVD.
STREET 2: SUITE 103
CITY: MIAMI TOWNSHIP
STATE: OH
ZIP: 45342
BUSINESS PHONE: (937) 567-0646
MAIL ADDRESS:
STREET 1: 2955 EXCHANGE PLACE BLVD.
STREET 2: SUITE 103
CITY: MIAMI TOWNSHIP
STATE: OH
ZIP: 45342
13F-HR
1
primary_doc.xml
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0001840341
XXXXXXXX
03-31-2024
03-31-2024
Birchcreek Wealth Management, LLC
2955 EXCHANGE PLACE BLVD.
SUITE 103
MIAMI TOWNSHIP
OH
45342
13F HOLDINGS REPORT
028-20479
N
Daniel Johnson
Chief Compliance Officer
(937) 567-0646
Daniel Johnson
Miami Township
OH
04-29-2024
0
156
190218233
false
INFORMATION TABLE
2
F_13F_Birchcreek_Q12024.xml
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COM
00287Y109
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2560
SH
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2560
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
262384
757
SH
SOLE
0
0
757
ACM RESH INC
COM CL A
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SH
SOLE
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0
7400
ADVANCED MICRO DEVICES INC
COM
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1200
SH
SOLE
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0
1200
ALPHABET INC
CAP STK CL C
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3985
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SOLE
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3985
ALPHABET INC
CAP STK CL A
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SOLE
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AMAZON COM INC
COM
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SOLE
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9461
AMERICAN EXPRESS CO
COM
025816109
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1624
SH
SOLE
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1624
AMERIPRISE FINL INC
COM
03076C106
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509
SH
SOLE
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0
509
AMGEN INC
COM
031162100
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814
SH
SOLE
0
0
814
APPLE INC
COM
037833100
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SOLE
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APPLIED MATLS INC
COM
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ARISTA NETWORKS INC
COM
040413106
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1705
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKSTONE INC
COM
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BRISTOL-MYERS SQUIBB CO
COM
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CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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CHIPOTLE MEXICAN GRILL INC
COM
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COCA COLA CO
COM
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COSTCO WHSL CORP NEW
COM
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CROWDSTRIKE HLDGS INC
CL A
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DEERE & CO
COM
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DISNEY WALT CO
COM
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DOMINION ENERGY INC
COM
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DUKE ENERGY CORP NEW
COM NEW
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EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
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12593
ELI LILLY & CO
COM
532457108
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2140
EMERSON ELEC CO
COM
291011104
318030
2804
SH
SOLE
0
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2804
EXXON MOBIL CORP
COM
30231G102
690008
5936
SH
SOLE
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5936
FIDELITY COVINGTON TRUST
LOW VOLITY ETF
316092824
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FIDELITY COVINGTON TRUST
MSCI RL EST ETF
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FIDELITY COVINGTON TRUST
MSCI COMMNTN SVC
316092873
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MSCI FINLS IDX
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MSCI HLTH CARE I
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
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LOW DURTIN ETF
316188408
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SH
SOLE
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FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
223135
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SH
SOLE
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0
3957
FLEXSHARES TR
DISCP DUR MBS
33939L779
299643
14706
SH
SOLE
0
0
14706
FORTINET INC
COM
34959E109
353163
5170
SH
SOLE
0
0
5170
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
35473P108
598408
18590
SH
SOLE
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GENERAL ELECTRIC CO
COM
369604137
231757
1320
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NASDAQ 100 COVER
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11016
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SCHRDRS TAX BD
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HOME DEPOT INC
COM
437076102
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INTEL CORP
COM
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COM
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S&P500 QUALITY
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S&P 500 GARP ETF
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INVESCO QQQ TR
UNIT SER 1
46090E103
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ISHARES NEW
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MSCI EMRG CHN
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1 3 YR TREAS BD
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CORE S&P SCP ETF
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S&P 100 ETF
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0-3 MNTH TREASRY
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7-10 YR TRSY BD
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ISHARES TR
3 7 YR TREAS BD
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BLACKROCK ULTRA
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ISHARES TR
EXPANDED TECH
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ULTRA SHRT INC
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J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
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JOHNSON & JOHNSON
COM
478160104
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JPMORGAN CHASE & CO
COM
46625H100
1417317
7076
SH
SOLE
0
0
7076
KROGER CO
COM
501044101
241277
4223
SH
SOLE
0
0
4223
LOCKHEED MARTIN CORP
COM
539830109
406654
894
SH
SOLE
0
0
894
LOWES COS INC
COM
548661107
421833
1656
SH
SOLE
0
0
1656
MCDONALDS CORP
COM
580135101
313387
1112
SH
SOLE
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1112
MCKESSON CORP
COM
58155Q103
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414
SH
SOLE
0
0
414
MERCK & CO INC
COM
58933Y105
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SH
SOLE
0
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META PLATFORMS INC
CL A
30303M102
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SH
SOLE
0
0
461
MICRON TECHNOLOGY INC
COM
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SH
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0
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2320
MICROSOFT CORP
COM
594918104
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SH
SOLE
0
0
8145
NETFLIX INC
COM
64110L106
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1365
SH
SOLE
0
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1365
NORTHROP GRUMMAN CORP
COM
666807102
354189
740
SH
SOLE
0
0
740
NVIDIA CORPORATION
COM
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2968214
3285
SH
SOLE
0
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3285
ORACLE CORP
COM
68389X105
554066
4411
SH
SOLE
0
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4411
OREILLY AUTOMOTIVE INC
COM
67103H107
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182
SH
SOLE
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182
PACER FDS TR
PACER US SMALL
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1133478
23057
SH
SOLE
0
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23057
PACER FDS TR
US CASH COWS 100
69374H881
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SH
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PARK NATL CORP
COM
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562011
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SH
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PEPSICO INC
COM
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SH
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3770
PFIZER INC
COM
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7872
SH
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PGIM ETF TR
PGIM ULTRA SH BD
69344A107
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SH
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4619
PHILLIPS 66
COM
718546104
232759
1425
SH
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1425
PROCTER AND GAMBLE CO
COM
742718109
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SH
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PROSHARES TR
S&P TECH DIVIDEN
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7664
QUALCOMM INC
COM
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SH
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3653
QUANTUMSCAPE CORP
COM CL A
74767V109
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11230
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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COMMUNICATION
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SELECT SECTOR SPDR TR
SBI CONS DISCR
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SELECT SECTOR SPDR TR
SBI CONS STPLS
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SELECT SECTOR SPDR TR
ENERGY
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FINANCIAL
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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INDL
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SELECT SECTOR SPDR TR
SBI MATERIALS
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SER TR
BLOOMBERG 3-12 M
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SPONSORED ADS
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SHS
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COM
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UNITEDHEALTH GROUP INC
COM
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
MID CAP ETF
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VANGUARD INDEX FDS
REAL ESTATE ETF
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SH
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VANGUARD INDEX FDS
SMALL CP ETF
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SH
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VANGUARD INDEX FDS
TOTAL STK MKT
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SH
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VANGUARD MALVERN FDS
STRM INFPROIDX
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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VANGUARD SPECIALIZED FUNDS
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VANGUARD STAR FDS
VG TL INTL STK F
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VAN FTSE DEV MKT
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VANGUARD WORLD FD
CONSUM STP ETF
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VANGUARD WORLD FD
INDUSTRIAL ETF
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INF TECH ETF
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ENERGY ETF
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VANGUARD WORLD FD
CONSUM DIS ETF
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1334
VANGUARD WORLD FD
FINANCIALS ETF
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SH
SOLE
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5966
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
510096
1886
SH
SOLE
0
0
1886
VERIZON COMMUNICATIONS INC
COM
92343V104
236758
5642
SH
SOLE
0
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5642
VISA INC
COM CL A
92826C839
303360
1087
SH
SOLE
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1087
WALMART INC
COM
931142103
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5121
SH
SOLE
0
0
5121
WILLIAMS COS INC
COM
969457100
315267
8090
SH
SOLE
0
0
8090
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
774559
18512
SH
SOLE
0
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18512