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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 151 | $1,196,337 | 7,373 | 0.00 | 0.00 | 633 | 9.39 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 152 | $1,171,361 | 23,348 | 0.00 | 0.00 | 25 | 0.11 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 153 | $1,169,375 | 10,060 | 0.00 | 0.00 | -457 | -4.35 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 154 | $1,148,639 | 14,982 | 0.00 | 0.00 | 1,710 | 12.88 | 03-31-2024 |
