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 WORLD FD | INF TECH ETF | 151 | $332,235 | 634 | 0.00 | 0.00 | 2 | 0.32 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 152 | $332,136 | 4,296 | 0.00 | 0.00 | -754 | -14.93 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 153 | $331,578 | 7,938 | 0.00 | 0.00 | -172 | -2.12 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 154 | $329,122 | 4,797 | 0.00 | 0.00 | -174 | -3.50 | 03-31-2024 |
