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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 401 | $605,832 | 14,504 | 0.00 | 0.00 | -12,944 | -47.16 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 402 | $601,528 | 3,220 | 0.00 | 0.00 | -286 | -8.16 | 03-31-2024 |
| ISHARES TR | MSCI ACWI ETF | 403 | $590,958 | 5,366 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | 404 | $585,957 | 10,157 | 0.00 | 0.00 | 6,263 | 160.84 | 03-31-2024 |
