Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 1 | $69,868,245 | 941,367 | 0.01 | 0.01 | 942 | 0.10 | 03-31-2024 |
| AMGEN INC | COM | 2 | $58,748,189 | 206,627 | 0.01 | 0.01 | -42,751 | -17.14 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 3 | $57,218,343 | 727,598 | 0.01 | 0.01 | 38,080 | 5.52 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 4 | $53,356,306 | 615,626 | 0.01 | 0.01 | 19,653 | 3.30 | 03-31-2024 |
