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 INC | CORE MSCI EMKT | 351 | $245,410 | 4,756 | 0.00 | 4,756 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 352 | $244,432 | 2,636 | 0.00 | 2,636 | +Inf | 03-31-2024 | |
| SOUTHERN CO | COM | 353 | $243,127 | 3,389 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | ARTIFICIAL INTEL | 354 | $238,648 | 11,490 | 0.00 | 11,490 | +Inf | 03-31-2024 |
