Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORTON BROWN FAMILY WEALTH LLC | 04-23-2024 | 03-31-2024 | 216 | 242,276,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | ETF | 1 | $63,884,867 | 1,046,435 | 0.03 | 0.03 | 39,271 | 3.90 | 03-31-2024 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 2 | $20,720,562 | 357,498 | 0.01 | 0.01 | 75,290 | 26.68 | 03-31-2024 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 3 | $20,139,412 | 187,169 | 0.01 | 0.01 | 56,159 | 42.87 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 4 | $18,079,900 | 360,373 | 0.01 | 0.01 | 32,209 | 9.81 | 03-31-2024 |
