Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACORN WEALTH ADVISORS LLC | 04-26-2024 | 03-31-2024 | 202 | 191,589,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $12,774,782 | 175,889 | 0.01 | 0.01 | 14,282 | 8.84 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $12,716,171 | 157,710 | 0.01 | 0.01 | 82 | 0.05 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 3 | $6,535,047 | 72,692 | 0.00 | 0.00 | 8,824 | 13.82 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $6,388,880 | 15,186 | 0.00 | 0.00 | -52 | -0.34 | 03-31-2024 |
