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 SCOTTSDALE FDS | VNG RUS1000IDX | 51 | $6,012,178 | 25,227 | 0.00 | 0.00 | 682 | 2.78 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $5,947,835 | 14,144 | 0.00 | 0.00 | -15,249 | -51.88 | 03-31-2024 |
| ISHARES TR | GLB INFRASTR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,076 | 0.79 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 54 | $5,532,222 | 69,274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
