Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
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 | $100,419,236 | 1,025,314 | 0.01 | 0.01 | 161,964 | 18.76 | 03-31-2024 |
| ISHARES CORE MSCI EAFE ETF | ETF | 2 | $60,108,231 | 809,866 | 0.01 | 0.01 | 157,238 | 24.09 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3 | $38,913,239 | 92,536 | 0.00 | 0.00 | -16,014 | -14.75 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 4 | $35,180,367 | 318,317 | 0.00 | 0.00 | 12,653 | 4.14 | 03-31-2024 |
