Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | 04-26-2024 | 03-31-2024 | 299 | 1,496,185,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $91,353,625 | 173,765 | 0.01 | 0.01 | 6,555 | 3.92 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 2 | $88,120,300 | 471,711 | 0.01 | 0.01 | 3,058 | 0.65 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 3 | $87,260,803 | 890,962 | 0.01 | 0.01 | 48,554 | 5.76 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $79,675,198 | 1,588,104 | 0.01 | 0.01 | 46,939 | 3.05 | 03-31-2024 |
