Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADAMS CHETWOOD WEALTH MANAGEMENT LLC | 02-11-2022 | 12-31-2021 | 73 | 147,206,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $22,595,000 | 198,511 | 15.35 | 15.42 | -6,216 | -3.04 | 12-31-2021 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $12,692,000 | 326,534 | 8.62 | 8.97 | 6,390 | 2.00 | 12-31-2021 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 3 | $10,810,000 | 327,578 | 7.34 | 6.21 | 42,880 | 15.06 | 12-31-2021 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $10,034,000 | 124,133 | 6.82 | 7.17 | -9,321 | -6.98 | 12-31-2021 |
