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  Name: ML & R WEALTH MANAGEMENT LLC
  City: AUSTIN
  State: TX
  Zip: 78701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $435,181,000
  Total Value Change : $-6,487,000
  Securities Held Change : -3
   
All Securities Held : 70
  New Positions : 2
  Closed Positions : 6
  Increased Positions : 15
  Unchanged Positions : 13
  Decreased Positions : 40

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Holdings Found : 2     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
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 41 New $28.43 $517,000 17,704 0.12% 517,000 17,704 0.001    Independent Oil & Gas
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 60 New $0.00 $256,000 8,544 0.06% 256,000 8,544 0.009    N/A

      2 Records Found
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