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 NATIONAL MUNI BOND ETF | ETF | 151 | $1,318,860 | 12,165 | 0.00 | 0.00 | -2,093 | -14.68 | 12-31-2023 |
| JOHNSON & JOHNSON COM | Stock | 152 | $1,307,749 | 8,343 | 0.00 | 0.00 | -208 | -2.43 | 12-31-2023 |
| ISHARES RUSSELL 3000 ETF | ETF | 153 | $1,307,382 | 4,776 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | 154 | $1,171,028 | 11,382 | 0.00 | 0.00 | 131 | 1.16 | 12-31-2023 |
