ERn Financial, LLC

Q2 2024 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Mark Buchanan - CCO
Location
Middleton, WI
Holdings as of
30 Jun 2024
Value $
$602,752,308
Num holdings
177
Filing time
18 Jul 2024, 12:22:03 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included VOOG, RWL, SPYG, SPYV, and SPDW.
Previous filing
Q1 2024 - 15 Apr 2024
Next filing
Q3 2024 - 15 Oct 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Mark Buchanan CCO Scottsdale, Arizona 18 Jul 2024