Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERRIMAN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 202 | 2,243,655,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 51 | $6,620,662 | 132,149 | 0.00 | 0.00 | -2,733 | -2.03 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 52 | $6,429,249 | 110,926 | 0.00 | 0.00 | -8,549 | -7.16 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG HIGH Y | 53 | $6,411,235 | 67,345 | 0.00 | 0.00 | 383 | 0.57 | 03-31-2024 |
| ISHARES TR | IBOXX HI YD ETF | 54 | $6,342,272 | 81,594 | 0.00 | 0.00 | -449 | -0.55 | 03-31-2024 |
