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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 51 | $3,392,660 | 10,066 | 0.00 | 0.00 | 7 | 0.07 | 03-31-2024 |
| WISDOMTREE TR | US SMALLCAP DIVD | 52 | $3,200,125 | 97,923 | 0.00 | 0.00 | 1,095 | 1.13 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 53 | $3,189,726 | 52,898 | 0.00 | 0.00 | 15,739 | 42.36 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 54 | $2,970,725 | 25,557 | 0.00 | 0.00 | 2,120 | 9.05 | 03-31-2024 |
