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 | 1000 INDEX ETF | 151 | $761,938 | 15,037 | 0.00 | 0.00 | 3 | 0.02 | 03-31-2024 |
| WALMART INC | COM | 152 | $761,396 | 12,654 | 0.00 | 0.00 | 8,436 | 200.00 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 153 | $756,750 | 15,000 | 0.00 | 0.00 | -22,912 | -60.43 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 154 | $726,733 | 7,755 | 0.00 | 0.00 | 4,939 | 175.39 | 03-31-2024 |
