Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVANSON ASSET MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 307 | 1,342,841,083 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 101 | $1,429,448 | 36,634 | 0.00 | 0.00 | 823 | 2.30 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 102 | $1,421,316 | 7,096 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 103 | $1,419,899 | 57,439 | 0.00 | 0.00 | -2,828 | -4.69 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 104 | $1,378,866 | 4,340 | 0.00 | 0.00 | 6 | 0.14 | 03-31-2024 |
