PBMares Wealth Management LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title: Christine Gravelle - Manager, Wealth Operations
Location: Williamsburg, VA
Holdings as of: March 31, 2024
Value $: $384M
Num holdings: 178
Date filed: 4/29/2024, 02:42 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included DFAC, DFAU, DFAT, DFIV, and DFUV.
Previous filing: Q4 2023 - Jan 26, 2024
Next filing: Q2 2024 - Jul 22, 2024
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
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Filing 2024 Q1 compared to 2023 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Christine Gravelle	Manager, Wealth Operations	Williamsburg, Virginia	4/29/2024