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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 51 | $7,303,017 | 152,496 | 0.00 | 0.00 | -803 | -0.52 | 03-31-2024 |
| DFA Emerging Value ETF | ETF | 52 | $6,995,930 | 269,489 | 0.00 | 0.00 | 33,469 | 14.18 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 53 | $6,447,171 | 15,324 | 0.00 | 0.00 | -560 | -3.53 | 03-31-2024 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 54 | $6,345,433 | 69,122 | 0.00 | 0.00 | -12,534 | -15.35 | 03-31-2024 |
