ML & R WEALTH MANAGEMENT LLC Historic Quarter Change: USA ETF, Added

ML & R WEALTH MANAGEMENT LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, ML & R WEALTH MANAGEMENT LLC opened 1 positions, added to 4, reduced 28 and sold out of 5.

Q1 2024: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 983.
Q1 2024: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 7,843.
Q1 2024: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 4,367.
Q1 2024: Stock DFAR; Country of operation —; Class US REAL ESTATE E; Shares before 51,099.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1903320), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2024	QQQ INVESCO QQQ TR	UNIT SER 1	983	1,983	+1,000	$402,740	$880,669	+$477,929	2024-05-14
Q1 2024	SCHB SCHWAB STRATEGIC TR	US BRD MKT ETF	7,843	8,068	+225	$436,633	$492,526	+$55,893	2024-05-14
Q1 2024	IWM ISHARES TR	RUSSELL 2000 ETF	4,367	4,401	+34	$876,588	$925,430	+$48,842	2024-05-14
Q1 2024	DFAR DIMENSIONAL ETF TRUST	US REAL ESTATE E	51,099	51,395	+296	$1,161,991	$1,149,706	-$12,285	2024-05-14

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