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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF | ETF | 301 | $291,065 | 6,037 | 0.00 | 6,037 | +Inf | 03-31-2024 | |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 302 | $284,332 | 4,657 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 303 | $282,448 | 838 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUIT COM | Stock | 304 | $282,100 | 434 | 0.00 | 0.00 | -14 | -3.12 | 03-31-2024 |
