Investment Philosophy | Unison | WisdomTree | Vanguard | Schwab Institutional

WISDOMTREE

Holos uses WisdomTree because of their ability to gain low-cost exposure to the following six equity asset classes that we use in our model:

U.S. LargeCap (EPS)
U.S SmallCap (EES)
International Developed LargeCap (DOL)
International Developed SmallCap (DLS)
Emerging Large Cap (DEM)
Emerging SmallCap (DGS)

The vast majority of today’s ETFs are market cap-weighted. So by design, they buy more of a company’s stock as its price is going up, and sell more as it’s going down. This can lead to overweighting in overvalued stocks and underweighting in undervalued stocks. Holos, like WisdomTree, believes this structural flaw can expose investors to potentially higher risks and lower returns.

EPS Earnings 500 Fund

EES SmallCap Earnings Fund

DOL Intl. LargeCap Dividend Fund

DLS Intl. SmallCap Dividend Fund

DEM Emerging Markets High-Yielding Equity Fund

DGS Emerging Markets SmallCap Dividend Fund