Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | 02-07-2024 | 12-31-2023 | 302 | 1,366,459,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $83,608,968 | 842,408 | 0.01 | 0.01 | -19,524 | -2.27 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 2 | $81,494,104 | 468,653 | 0.01 | 0.01 | -135,091 | -22.38 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $79,864,411 | 167,210 | 0.01 | 0.01 | 3,108 | 1.89 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $73,821,790 | 1,541,165 | 0.01 | 0.01 | -510,550 | -24.88 | 12-31-2023 |
