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WD Rutherford LLC
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CRD # | 167545 |
SEC # | 801-117368 |
CIK # | 0001841015 |
AUM | $132.9 MM (2023-01-10) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 503-452-1210 |
Address | 10300 SW Greenburg Road Portland, OR 97223 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 7.6 | |
AAPL | 2,382,844.0 | 6.6 | |
MSFT | 1,918,222.4 | 5.6 | |
COST | 207,576.9 | 4.8 | |
TMO | 209,733.6 | 4.6 | |
AMD | 131,458.5 | 4.0 | |
V | 419,260.5 | 3.9 | |
ADBE | 172,760.2 | 3.8 | |
COO | 15,495.6 | 3.8 | |
GOOGL | 1,475,138.5 | 3.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 21 | 9.2 |
(b) Individuals (high net worth individuals) | 39 | 107.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 14.9 |
(g) Pension and profit sharing plans | 3 | 1.2 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.2 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 124 | 132.9 |
By Discretionary | ||
Discretionary | 124 | 132.9 |
Non-Discretionary | 0 | 0.0 |
Total | 124 | 132.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 132.9 | |
Total | 124 | 132.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001841015] |
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