Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERRIMAN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 202 | 2,243,655,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL REIT ETF | 101 | $2,713,740 | 114,601 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 102 | $2,478,442 | 7,353 | 0.00 | 0.00 | -502 | -6.39 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 103 | $2,465,736 | 96,924 | 0.00 | 0.00 | 2,441 | 2.58 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 104 | $2,460,484 | 40,916 | 0.00 | 0.00 | -1,612 | -3.79 | 03-31-2024 |
