ML & R WEALTH MANAGEMENT LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, ML & R WEALTH MANAGEMENT LLC opened 1 positions, added to 4, reduced 28, sold out of 5 and left 3 unchanged. The largest increase in value was DFUS (+$4,907,724); the largest decrease was DFAC (-$2,721,742).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2023-12-31 983; Shares 2024-03-31 1,983.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2023-12-31 7,843; Shares 2024-03-31 8,068.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2023-12-31 4,367; Shares 2024-03-31 4,401.
- DFAR: Country of operation —; Class US REAL ESTATE E; Shares 2023-12-31 51,099; Shares 2024-03-31 51,395.
Two Form 13F-HR filings compared (SEC CIK 1903320): 2023-12-31 (filed 2024-02-09) and 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; share change is the position change.
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