Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOLLESON WEALTH MANAGEMENT INC | 02-14-2024 | 12-31-2023 | 83 | 485,333,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| D R HORTON INC COM | Stock | 51 | $745,000 | 4,901 | 0.15 | 0.13 | 0 | 0.00 | 12-31-2023 |
| ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF | ETF | 52 | $728,000 | 8,980 | 0.15 | 0.16 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P GLOBAL NATURAL RESOURCES ETF | ETF | 53 | $712,000 | 12,566 | 0.15 | 0.17 | 0 | 0.00 | 12-31-2023 |
| CATERPILLAR INC COM | Stock | 54 | $710,000 | 2,400 | 0.15 | 0.14 | 200 | 9.09 | 12-31-2023 |
