Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 1 | $85,687,506 | 863,350 | 0.01 | 0.01 | -96,595 | -10.06 | 12-31-2023 |
| ISHARES CORE MSCI EAFE ETF | ETF | 2 | $45,912,358 | 652,628 | 0.01 | 0.01 | 22,557 | 3.58 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3 | $38,715,443 | 108,550 | 0.00 | 0.01 | -934 | -0.85 | 12-31-2023 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 4 | $33,088,115 | 305,664 | 0.00 | 0.00 | -3,702 | -1.20 | 12-31-2023 |
