Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 101 | $2,798,797 | 17,693 | 0.00 | 0.00 | 3,259 | 22.58 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 102 | $2,788,895 | 79,957 | 0.00 | 0.00 | -2,760 | -3.34 | 03-31-2024 |
| DBX ETF TR | XTRACK MSCI ALL | 103 | $2,756,524 | 83,982 | 0.00 | 0.00 | -4,641 | -5.24 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 104 | $2,704,941 | 7,859 | 0.00 | 0.00 | -4,979 | -38.78 | 03-31-2024 |
