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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO COM | Stock | 101 | $2,909,308 | 17,931 | 0.00 | 0.00 | -149 | -0.82 | 03-31-2024 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | 102 | $2,664,620 | 49,909 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SMALL-CAP ETF | ETF | 103 | $2,549,236 | 11,152 | 0.00 | 0.00 | -101 | -0.90 | 03-31-2024 |
| PACKAGING CORP AMER COM | Stock | 104 | $2,462,965 | 12,978 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
