Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENGRAVE WEALTH PARTNERS LLC | 01-16-2024 | 12-31-2023 | 81 | 350,268,595 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 1 | $46,665,529 | 466,749 | 0.01 | 0.02 | 18,823 | 4.20 | 12-31-2023 |
| ETF SER SOLUTIONS | DISTILLATE US | 2 | $41,331,271 | 837,174 | 0.01 | 0.01 | 13,693 | 1.66 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $35,793,557 | 81,945 | 0.01 | 0.01 | 3,174 | 4.03 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $35,386,431 | 113,827 | 0.01 | 0.01 | 47,063 | 70.49 | 12-31-2023 |
