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  Name: Tolleson Wealth Management Inc.
  City: DALLAS
  State: TX
  Zip: 75205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $511,031,000
  Total Value Change : $25,698,000
  Securities Held Change : -2
   
All Securities Held : 81
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 12
  Unchanged Positions : 32
  Decreased Positions : 34

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 52 New $45.00 $726,000 15,915 0.14% 726,000 15,915 0.002    Closed - End Fund - Debt
   (EUSA)1 Year Chart         EUSA Ishares Msci Usa Index Fund 55 New $89.14 $676,000 7,430 0.13% 676,000 7,430 0.083    N/A
   (HD)1 Year Chart         HD Home Depot Inc 59 New $325.10 $557,000 1,453 0.11% 557,000 1,453 0    Home Improvement Stores
      3 Records Found
  1    
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