Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 89 | 225,994,938 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $26,906,739 | 561,727 | 0.01 | 0.01 | 139,950 | 33.18 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $23,476,070 | 416,242 | 0.01 | 0.01 | -24,828 | -5.63 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3 | $16,720,424 | 227,334 | 0.01 | 0.01 | -762 | -0.33 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | 4 | $12,396,654 | 117,582 | 0.01 | 0.00 | 36,495 | 45.01 | 12-31-2023 |
