Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARON WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 181 | 188,348,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 1 | $49,987,880 | 304,155 | 0.03 | 0.03 | 827 | 0.27 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 2 | $22,339,176 | 202,128 | 0.01 | 0.01 | 26,980 | 15.40 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 3 | $6,175,285 | 563,953 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| SNAP ON INC | COM | 4 | $6,138,567 | 20,723 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
