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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | 301 | $300,939 | 5,661 | 0.00 | 5,661 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 302 | $300,062 | 1,712 | 0.00 | 0.00 | -300 | -14.91 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 303 | $298,241 | 6,185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 304 | $298,045 | 11,804 | 0.00 | 0.00 | -12,108 | -50.64 | 03-31-2024 |
