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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE ETF | ETF | 51 | $6,922,291 | 41,214 | 0.00 | 0.00 | 1,922 | 4.89 | 12-31-2023 |
| DFA US Marketwide Value ETF | ETF | 52 | $6,900,737 | 185,404 | 0.00 | 0.00 | 11,664 | 6.71 | 12-31-2023 |
| CHEVRON CORP NEW COM | Stock | 53 | $6,778,092 | 45,442 | 0.00 | 0.00 | 694 | 1.55 | 12-31-2023 |
| DUPONT DE NEMOURS INC COM | Stock | 54 | $6,560,360 | 85,277 | 0.00 | 0.00 | 1,136 | 1.35 | 12-31-2023 |
