Carlson Capital Management LLC

Carlson Capital Management LLC, a Minnesota-based company, is registered with the U.S. Securities and Exchange Commission as an approved investment advisory firm since October 2015. The firm, which employs 46 people, provides services to 5 clients, with 15 employees serving in advisory roles.

• CARLSON CAPITAL MANAGEMENT

  MEMBER owns 75% or more

• GREGORY ALAN CARLSON

  FOUNDER & CEO owns less than 5%

• JEFFREY ROBERT CARLSON

  FOUNDER & SECRETARY/TREASURER owns less than 5%

• JUSTIN DANIEL STETS

  CHIEF COMPLIANCE OFFICER/PRESIDENT owns less than 5%

• GREGORY ALAN CARLSON

  FOUNDER & CEO owns more than 25% but less than 50%

• JEFFREY ROBERT CARLSON

  FOUNDER & SECRETARY/TREASURER owns more than 25% but less than 50%

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• Carlson Capital Management's Q4 2022 vs. Q1 2023 13F Holdings Comparison Shows Increase in Most Stocks

• VANGUARD INDEX FDS TOTAL STK MKT $105,543k
• VANGUARD INDEX FDS $71,831k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $30,512k
• VANGUARD INDEX FDS VALUE ETF $22,384k
• VANGUARD INDEX FDS SM CP VAL ETF $18,269k
• VANGUARD INDEX FDS SMALL CP ET $17,248k
• 3M CO $16,335k
• VANGUARD BD INDEX FD INC $14,887k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $12,571k
• WISDOMTREE TR $12,214k