Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 90 | 241,796,190 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $23,060,757 | 141,599 | 0.01 | 0.00 | 88,962 | 169.01 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $20,279,074 | 404,207 | 0.01 | 0.01 | -157,520 | -28.04 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $19,901,880 | 57,821 | 0.01 | 0.00 | 31,414 | 118.96 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 4 | $17,173,625 | 227,767 | 0.01 | 227,767 | +Inf | 03-31-2024 |
