Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAMPBELL WEALTH MANAGEMENT 04-17-2020 03-31-2020 49 458,443,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE US AGGBD ET 1 $104,984,000 909,985 22.90 16.80 242,166 36.26 03-31-2020
SCHWAB STRATEGIC TR US LRG CAP ETF 2 $104,054,000 1,698,837 22.70 24.80 125,326 7.96 03-31-2020
VANGUARD BD INDEX FDS TOTAL BND MRKT 3 $50,409,000 590,616 11.00 4.87 331,010 127.50 03-31-2020
ISHARES TR INTRM TR CRP ETF 4 $38,137,000 694,414 8.32 7.10 142,656 25.85 03-31-2020
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