Graves Light Lenhart Wealth, Inc. — Quarterly 13F Portfolio Report

CIK: 0001759803

Diversified strategyMomentum followerLong-term holder

Total reported value

$1.1B

Reporting period: 2026-06-30 · Number of holdings: 203

Graves Light Lenhart Wealth, Inc. disclosed 203 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.1B and a quarterly turnover rate of 13.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "G"

Personality snowflake

Concentration: 14.19
Portfolio Stability: 12.97
Momentum/Contrarian: 100
Sector conviction: 45.93
Diversification: 100
Sizing Uniformity: 75.03

Graves Light Lenhart Wealth, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, well below its 203 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.50), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim AGG
+5.8%　$5.6M
Add DFAX
+41.8%　$7.4M
Add VOOG
+588.4%　$6.1M
Trim VCSH
-5.9%　-$1.6M
Add IJR
+2.6%　$8.4M
Add DFUV
+13.9%　$5.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 203 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGG	Ishares Core U.s. Aggregate	ETF-Other	10.18%	-0.58%	+5.76%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	9.13%	+0.10%	+5.75%
3	DFCF	Dimensional Core Fixed INC	ETF-Other	5.44%	-0.22%	+7.33%
4	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	4.30%	+0.38%	+2.61%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.82%	+0.24%	+4.10%
6	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.41%	-0.26%	-0.87%
7	AAPL	Apple INC	Stock-Tech	2.88%	+0.03%	-1.38%
8	VYM	Vanguard High Dvd Yield ETF	ETF-Other	2.67%	-0.12%	+0.06%
9	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	2.58%	-0.18%	-0.25%
10	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.53%	-0.04%	-0.19%
11	DFNM	Dimensional National Muni Bd	ETF-Other	2.51%	+0.10%	+15.30%
12	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.31%	-0.19%	+3.99%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.29%	+0.21%	-1.45%
14	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.23%	-0.41%	-5.85%
15	XLV	Ss Health Care Select Sector	ETF-Other	2.09%	-0.09%	-0.88%
16	DFUV	Dimensional US Marketwide Va	ETF-Other	2.07%	+0.29%	+13.87%
17	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	2.03%	+0.10%	-1.82%
18	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	2.00%	+0.41%	+588.37%
19	DFAX	Dimensional World Ex US Core	ETF-Other	1.97%	+0.54%	+41.85%
20	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.97%	-0.18%	-0.97%
21	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	1.62%	+0.13%	+12.30%
22	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	1.35%	+0.06%	-1.79%
23	AMZN	Amazon.com INC	Stock-Consumer Disc	1.13%	+0.03%	+0.16%
24	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.07%	+0.19%	+34.32%
25	IWB	Ishares Russell 1000 ETF	ETF-Other	0.96%	+0.02%	-0.76%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.93%	+0.03%	+0.02%
27	IGM	Ishares Expanded Tech Sector	ETF-Tech	0.85%	+0.16%	—
28	VTIP	Vanguard Short-term Tips	ETF-Other	0.85%	-0.04%	+6.04%
29	BND	Vanguard Total Bond Market	ETF-Other	0.84%	—	-0.89%
30	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.80%	+0.06%	-1.29%
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.79%	-0.01%	-1.80%
32	SYY	Sysco CORP	Stock-Consumer Staples	0.75%	+0.03%	+0.08%
33	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.74%	-0.01%	-0.96%
34	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.66%	—	-2.30%
35	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.66%	+0.01%	-1.01%
36	CVX	Chevron CORP	Stock-Energy	0.60%	-0.24%	-0.22%
37	JMST	JPM Ultra-short Muni Income	ETF-Other	0.58%	-0.02%	+7.95%
38	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.56%	-0.01%	+1.94%
39	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.53%	+0.02%	-0.15%
40	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.51%	—	-3.48%
41	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.48%	+0.03%	-2.47%
42	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.46%	+0.03%	+2.91%
43	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.42%	—	—
44	XOM	Exxon Mobil CORP	Stock-Energy	0.40%	-0.15%	-0.15%
45	DVY	Ishares Select Dividend ETF	ETF-Other	0.40%	—	-2.29%
46	MSFT	Microsoft CORP	Stock-Tech	0.39%	—	-2.25%
47	DFSD	Dimensional Short Duration	ETF-Other	0.38%	—	-1.39%
48	EFA	Ishares Msci Eafe ETF	ETF-Other	0.34%	—	-0.94%
49	VB	Vanguard Small-cap ETF	ETF-Other	0.32%	+0.01%	-0.13%
50	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.31%	—	+0.02%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+17.9%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.5%
Beta: +0.59
Alpha: +1.4%
Max Drawdown: -5.3%
Annualized Perf: +12.5%
Batting Avg vs S&P: +41.7%
Sortino: +2.73
Stutzer: +0.41
Treynor: +0.21
Sterling: +0.87
Calmar: +2.34
Information Ratio: -0.95
Tracking Error: +6.5%
Stdev Down: +4.5%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +22.4%
Worst 12 Months: +7.1%
Efficiency Ratio: +0.53
Sharpe: +1.43
Stdev Sectors: +7.5%
Skewness: -0.21
Kurtosis: -0.39
Upside Potential: +4.35

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	203	$1.1B	13	1AGG 2IEFA 3DFCF Top holdings2026-06-30 1.AGG 2.IEFA 3.DFCF 4.IJR 5.IJH 6.BRK-B 7.AAPL 8.VYM 9.SDY 10.VIG
2026-03-31	197	$961.1M	7	1AGG 2IEFA 3DFCF Top holdings2026-03-31 1.AGG 2.IEFA 3.DFCF 4.IJR 5.BRK-B 6.IJH 7.AAPL 8.VYM 9.SDY 10.VCSH
2025-12-31	191	$942.9M	8	1AGG 2IEFA 3DFCF Top holdings2025-12-31 1.AGG 2.IEFA 3.DFCF 4.BRK-B 5.IJR 6.IJH 7.AAPL 8.VYM 9.VIG 10.SDY
2025-09-30	193	$901.1M	15	1AGG 2IEFA 3DFCF Top holdings2025-09-30 1.AGG 2.IEFA 3.DFCF 4.BRK-B 5.IJR 6.IJH 7.AAPL 8.VYM 9.SDY 10.VIG
2025-06-30	192	$840.4M	0	1AGG 2IEFA 3BRK-B Top holdings2025-06-30 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.DFCF 7.SDY 8.VYM 9.VIG 10.AAPL
2025-03-31	187	$814.7M	100	1AGG 2IEFA 3BRK-B Top holdings2025-03-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.DFCF 7.AAPL 8.SDY 9.VYM 10.VIG
2024-12-31	185	$804.4M	0	1AGG 2IEFA 3BRK-B Top holdings2024-12-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.AAPL 6.IJH 7.SDY 8.VYM 9.VIG 10.DFCF
2024-09-30	191	$813.1M	0	1AGG 2IEFA 3BRK-B Top holdings2024-09-30 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.AAPL 7.SDY 8.VYM 9.VIG 10.XLV
2024-06-30	182	$874.3M	0	1AGG 2IEFA 3BRK-B Top holdings2024-06-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.IJH 7.SDY 8.VIG 9.VYM 10.XLV
2024-03-31	185	$863.1M	0	1AGG 2IEFA 3BRK-B Top holdings2024-03-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.SDY 7.AAPL 8.VIG 9.VYM 10.XLV
2023-12-31	181	$805.0M	0	1AGG 2IEFA 3BRK-B Top holdings2023-12-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.AAPL 6.SDY 7.IJH 8.VIG 9.XLV 10.VYM
2023-09-30	177	$736.3M	0	1AGG 2IEFA 3BRK-B Top holdings2023-09-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.SDY 7.XLV 8.VIG 9.IJH 10.VYM
2023-06-30	186	$740.3M	0	1AGG 2IEFA 3BRK-B Top holdings2023-06-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.SDY 7.XLV 8.VIG 9.VCSH 10.IJH
2023-03-31	189	$645.9M	0	1AGG 2IEFA 3BRK-B Top holdings2023-03-31 1.AGG 2.IEFA 3.BRK-B 4.SDY 5.IJR 6.XLV 7.VCSH 8.VIG 9.VYM 10.IJH
2022-12-31	169	$650.1M	0	1BRK-B 2IEFA 3AGG Top holdings2022-12-31 1.BRK-B 2.IEFA 3.AGG 4.SDY 5.IJR 6.XLV 7.VIG 8.VCSH 9.AAPL 10.VYM
2022-09-30	169	$599.8M	0	1BRK-B 2VCSH 3AGG Top holdings2022-09-30 1.BRK-B 2.VCSH 3.AGG 4.SDY 5.AAPL 6.BSV 7.XLV 8.IJR 9.VIG 10.VYM
2022-06-30	644	$655.1M	0	1VCSH 2BRK-B 3BSV Top holdings2022-06-30 1.VCSH 2.BRK-B 3.BSV 4.SDY 5.AGG 6.XLV 7.AAPL 8.IJR 9.VIG 10.VYM
2022-03-31	694	$716.7M	0	1BRK-B 2AAPL 3SDY Top holdings2022-03-31 1.BRK-B 2.AAPL 3.SDY 4.BSV 5.VCSH 6.XLV 7.VIG 8.IJR 9.VYM 10.IJH
2021-12-31	749	$703.3M	0	1BRK-B 2AAPL 3SDY Top holdings2021-12-31 1.BRK-B 2.AAPL 3.SDY 4.BSV 5.XLV 6.VIG 7.VCSH 8.VYM 9.IJR 10.VTIP
2021-09-30	744	$633.2M	0	1BRK-B 2BSV 3SDY Top holdings2021-09-30 1.BRK-B 2.BSV 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.VTIP
2021-06-30	746	$623.6M	100	1BRK-B 2BSV 3SDY Top holdings2021-06-30 1.BRK-B 2.BSV 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.VTIP
2021-03-31	736	$583.5M	11	1BSV 2BRK-B 3SDY Top holdings2021-03-31 1.BSV 2.BRK-B 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.SUB
2020-12-31	722	$536.3M	18	1BSV 2BRK-B 3AAPL Top holdings2020-12-31 1.BSV 2.BRK-B 3.AAPL 4.SDY 5.XLV 6.VIG 7.VCSH 8.VYM 9.AGG 10.SUB
2020-09-30	169	$452.0M	10	1BSV 2BRK-B 3AAPL Top holdings2020-09-30 1.BSV 2.BRK-B 3.AAPL 4.SDY 5.XLV 6.VIG 7.VCSH 8.VYM 9.AGG 10.SUB
2020-06-30	164	$426.7M	20	1BSV 2AAPL 3SDY Top holdings2020-06-30 1.BSV 2.AAPL 3.SDY 4.BRK-B 5.XLV 6.VIG 7.VYM 8.AGG 9.VCSH 10.SUB
2020-03-31	156	$371.0M	28	1BSV 2SDY 3AAPL Top holdings2020-03-31 1.BSV 2.SDY 3.AAPL 4.BRK-B 5.XLV 6.VIG 7.VYM 8.AGG 9.SUB 10.VTIP
2019-12-31	182	$475.7M	10	1SDY 2BRK-B 3AAPL Top holdings2019-12-31 1.SDY 2.BRK-B 3.AAPL 4.XLV 5.VYM 6.BSV 7.VIG 8.VCSH 9.AGG 10.SUB
2019-09-30	178	$453.2M	11	1SDY 2BRK-B 3VYM Top holdings2019-09-30 1.SDY 2.BRK-B 3.VYM 4.XLV 5.VIG 6.BSV 7.AAPL 8.VCSH 9.AGG 10.SUB
2019-06-30	162	$417.9M	—	1SDY 2VYM 3XLV Top holdings2019-06-30 1.SDY 2.VYM 3.XLV 4.VIG 5.BRK-B 6.AAPL 7.BSV 8.VCSH 9.AGG 10.SUB
2019-03-31	158	$392.6M	—	1SDY 2VYM 3XLV Top holdings2019-03-31 1.SDY 2.VYM 3.XLV 4.VIG 5.AAPL 6.BRK-B 7.VCSH 8.BSV 9.AGG 10.DLN
2018-12-31	152	$340.8M	—	1SDY 2VYM 3BRK-B Top holdings2018-12-31 1.SDY 2.VYM 3.BRK-B 4.XLV 5.VCSH 6.BSV 7.VIG 8.AGG 9.AAPL 10.DLN

Holding changes this quarter

Graves Light Lenhart Wealth, Inc.'s most significant position changes for 2026-06-30: New buy: Advanced Micro Devices (AMD); Add: Ishares Core U.s. Aggregate (AGG) — shares +5.76%; Add: Dimensional World Ex US Core (DFAX) — shares +41.85%; Add: Vanguard S&p 500 Growth ETF (VOOG) — shares +588.37%; Trim: Vanguard S/t CORP Bond ETF (VCSH) — shares -5.85%.

Position changes disclosed by Graves Light Lenhart Wealth, Inc. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFAX	Dimensional World Ex US Core	+0.5%	+41.85%	Add
2	VOOG	Vanguard S&p 500 Growth ETF	+0.4%	+588.37%	Add
3	IJR	Ishares Core S&p Small-cap E	+0.4%	+2.61%	Add
4	DFUV	Dimensional US Marketwide Va	+0.3%	+13.87%	Add
5	IJH	Ishares Core S&p Midcap ETF	+0.2%	+4.10%	Add
6	GOOGL	Alphabet Inc-cl A	+0.2%	-1.45%	Trim
7	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+34.32%	Add
8	IGM	Ishares Expanded Tech Sector	+0.2%	—	Unchanged
9	ELV	Elevance Health INC	+0.1%	+124.16%	Add
10	VOOV	Vanguard S&p 500 Value ETF	+0.1%	+12.30%	Add
11	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+5.75%	Add
12	DFNM	Dimensional National Muni Bd	+0.1%	+15.30%	Add
13	SPHQ	Invesco S&p 500 Quality ETF	+0.1%	-1.82%	Trim
14	DFEV	Dimensional Emrg Mrkt Val	+0.1%	-1.79%	Trim
15	GOOG	Alphabet Inc-cl C	+0.1%	-1.29%	Trim
16	AMD	Advanced Micro Devices	+0.1%	NEW	New buy
17	GLW	Corning INC	+0.1%	-6.89%	Trim
18	LLY	Eli Lilly & Co	0%	+0.04%	Add
19	QQQ	Invesco Qqq Trust Series 1	0%	+128.44%	Add
20	AAPL	Apple INC	0%	-1.38%	Trim
21	AMZN	Amazon.com INC	0%	+0.16%	Add
22	VTI	Vanguard Total Stock Mkt ETF	0%	+0.02%	Add
23	SYY	Sysco CORP	0%	+0.08%	Add
24	IVW	Ishares S&p 500 Growth ETF	0%	-2.47%	Trim
25	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+2.91%	Add
26	VUG	Vanguard Growth ETF	0%	+550.92%	Add
27	IYW	Ishares Ustechnology ETF	0%	—	Unchanged
28	IWB	Ishares Russell 1000 ETF	0%	-0.76%	Trim
29	IJS	Ishares S&p Small-cap 600 Va	0%	-0.15%	Trim
30	IVV	Ishares Core S&p 500 ETF	0%	-1.01%	Trim
31	VB	Vanguard Small-cap ETF	0%	-0.13%	Trim
32	VEA	Vanguard Ftse Developed ETF	0%	-0.96%	Trim
33	JPM	Jpmorgan Chase & Co	0%	-1.80%	Trim
34	DLN	Wisdomtree US Largecap Divid	0%	+1.94%	Add
35	JMST	JPM Ultra-short Muni Income	0%	+7.95%	Add
36	VIG	Vanguard Dividend Apprec ETF	0%	-0.19%	Trim
37	VTIP	Vanguard Short-term Tips	0%	+6.04%	Add
38	XLV	Ss Health Care Select Sector	-0.1%	-0.88%	Trim
39	VYM	Vanguard High Dvd Yield ETF	-0.1%	+0.06%	Add
40	DIS	Walt Disney Co/the	-0.2%	-51.05%	Trim
41	XOM	Exxon Mobil CORP	-0.2%	-0.15%	Trim
42	SDY	Ss Spdr S&p Dividend ETF	-0.2%	-0.25%	Trim
43	SCHD	Schwab US Dvd Equity ETF	-0.2%	-0.97%	Trim
44	BSV	Vanguard Short-term Bond ETF	-0.2%	+3.99%	Add
45	DFCF	Dimensional Core Fixed INC	-0.2%	+7.33%	Add
46	DFEM	Dimensional Emrg Mrkt Core	-0.2%	-71.73%	Trim
47	CVX	Chevron CORP	-0.2%	-0.22%	Trim
48	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	-0.87%	Trim
49	VCSH	Vanguard S/t CORP Bond ETF	-0.4%	-5.85%	Trim
50	AGG	Ishares Core U.s. Aggregate	-0.6%	+5.76%	Add

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-07	13F-HR	View on EDGAR
2026-03-31	2026-04-08	13F-HR	View on EDGAR
2025-12-31	2026-01-09	13F-HR	View on EDGAR
2025-09-30	2025-10-07	13F-HR	View on EDGAR
2025-06-30	2025-07-09	13F-HR	View on EDGAR
2025-03-31	2025-04-09	13F-HR	View on EDGAR
2024-12-31	2025-01-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-05-13	Amendment	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-07-12	13F-HR	View on EDGAR
2021-03-31	2021-04-09	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-10	13F-HR	View on EDGAR
2020-06-30	2020-07-31	13F-HR	View on EDGAR
2020-03-31	2020-04-29	13F-HR	View on EDGAR
2019-12-31	2020-01-21	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2024-05-13	Amendment	View on EDGAR
2019-06-30	2019-07-24	13F-HR	View on EDGAR
2019-03-31	2024-05-10	Amendment	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-01-28	13F-HR	View on EDGAR

FAQ

What is Graves Light Lenhart Wealth, Inc. and what type of investor is it?

Graves Light Lenhart Wealth, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 203 disclosed positions.

What are Graves Light Lenhart Wealth, Inc.'s largest equity positions?

Based on the latest 13F filing, Graves Light Lenhart Wealth, Inc.'s top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $109.1M (10.2%) 2. Ishares Core Msci Eafe ETF (IEFA) — $97.9M (9.1%) 3. Dimensional Core Fixed INC (DFCF) — $58.3M (5.4%) 4. Ishares Core S&p Small-cap E (IJR) — $46.1M (4.3%) 5. Ishares Core S&p Midcap ETF (IJH) — $40.9M (3.8%)

What changes did Graves Light Lenhart Wealth, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Graves Light Lenhart Wealth, Inc. made 48 notable position adjustments: 1 new positions were initiated, 24 existing holdings were added to, 23 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Advanced Micro Devices (AMD); Add: Ishares Core U.s. Aggregate (AGG) — shares +5.76%; Add: Dimensional World Ex US Core (DFAX) — shares +41.85%; Add: Vanguard S&p 500 Growth ETF (VOOG) — shares +588.37%; Trim: Vanguard S/t CORP Bond ETF (VCSH) — shares -5.85%

What sectors does Graves Light Lenhart Wealth, Inc. focus on?

Graves Light Lenhart Wealth, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.7% • Communication Services: 20.4% • Financials: 11.7% • Consumer Discretionary: 9.6% • Consumer Staples: 8.0% • Energy: 7.5%

Peer Institutions

Institutions with a similar AUM

Third Rock Ventures, LLC

CIK 0001600135

Total reported value

$1.1B

5 stks

2015-09-30

Stale — no recent filing

Concentration100.0

Portfolio Stability100.0

Sector conviction0.0

AUM within 0.0% of this institution

View detail

SIR Capital Management, L.P.

CIK 0001434997

Total reported value

$1.1B

88 stks

2026-03-31

Concentration9.6

Portfolio Stability96.7

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Jia Investment Alliance Pte. LTD.

CIK 0001966595

Total reported value

$1.1B

23 stks

2026-06-30

Concentration25.3

Portfolio Stability23.5

Sector conviction98.1

AUM within 0.2% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Valley Forge Investment Consultants INC Adv

CIK 0000920655

Total reported value

$333.6M

83 stks

2026-03-31

Concentration66.3

Portfolio Stability8.6

Sector conviction97.6

3 of the top 5 holdings overlap, including Ishares Core Msci Eafe ETF

View detail

Shoker Investment Counsel, Inc.

CIK 0001599623

Total reported value

$336.8M

109 stks

2026-03-31

Concentration17.1

Portfolio Stability9.6

Sector conviction48.6

3 of the top 5 holdings overlap, including Ishares Core S&p Small-cap E

View detail

RKL Wealth Management LLC

CIK 0001604723

Total reported value

$1.1B

179 stks

2026-03-31

Concentration24.5

Portfolio Stability12.6

Sector conviction56.8

3 of the top 5 holdings overlap, including Ishares Core Msci Eafe ETF

View detail

Graves Light Lenhart Wealth, Inc. — Quarterly 13F Portfolio Report

CIK: 0001759803

Diversified strategyMomentum followerLong-term holder

Total reported value

$1.1B

Reporting period: 2026-06-30 · Number of holdings: 203

Graves Light Lenhart Wealth, Inc. disclosed 203 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.1B and a quarterly turnover rate of 13.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "G"

Personality snowflake

Concentration: 14.19
Portfolio Stability: 12.97
Momentum/Contrarian: 100
Sector conviction: 45.93
Diversification: 100
Sizing Uniformity: 75.03

Position sizes vary widely across the portfolio (a coefficient of variation of 2.50), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim AGG
+5.8%　$5.6M
Add DFAX
+41.8%　$7.4M
Add VOOG
+588.4%　$6.1M
Trim VCSH
-5.9%　-$1.6M
Add IJR
+2.6%　$8.4M
Add DFUV
+13.9%　$5.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 203 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AGG	Ishares Core U.s. Aggregate	ETF-Other	10.18%	-0.58%	+5.76%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	9.13%	+0.10%	+5.75%
3	DFCF	Dimensional Core Fixed INC	ETF-Other	5.44%	-0.22%	+7.33%
4	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	4.30%	+0.38%	+2.61%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.82%	+0.24%	+4.10%
6	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.41%	-0.26%	-0.87%
7	AAPL	Apple INC	Stock-Tech	2.88%	+0.03%	-1.38%
8	VYM	Vanguard High Dvd Yield ETF	ETF-Other	2.67%	-0.12%	+0.06%
9	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	2.58%	-0.18%	-0.25%
10	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.53%	-0.04%	-0.19%
11	DFNM	Dimensional National Muni Bd	ETF-Other	2.51%	+0.10%	+15.30%
12	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.31%	-0.19%	+3.99%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.29%	+0.21%	-1.45%
14	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.23%	-0.41%	-5.85%
15	XLV	Ss Health Care Select Sector	ETF-Other	2.09%	-0.09%	-0.88%
16	DFUV	Dimensional US Marketwide Va	ETF-Other	2.07%	+0.29%	+13.87%
17	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	2.03%	+0.10%	-1.82%
18	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	2.00%	+0.41%	+588.37%
19	DFAX	Dimensional World Ex US Core	ETF-Other	1.97%	+0.54%	+41.85%
20	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.97%	-0.18%	-0.97%
21	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	1.62%	+0.13%	+12.30%
22	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	1.35%	+0.06%	-1.79%
23	AMZN	Amazon.com INC	Stock-Consumer Disc	1.13%	+0.03%	+0.16%
24	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.07%	+0.19%	+34.32%
25	IWB	Ishares Russell 1000 ETF	ETF-Other	0.96%	+0.02%	-0.76%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.93%	+0.03%	+0.02%
27	IGM	Ishares Expanded Tech Sector	ETF-Tech	0.85%	+0.16%	—
28	VTIP	Vanguard Short-term Tips	ETF-Other	0.85%	-0.04%	+6.04%
29	BND	Vanguard Total Bond Market	ETF-Other	0.84%	—	-0.89%
30	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.80%	+0.06%	-1.29%
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.79%	-0.01%	-1.80%
32	SYY	Sysco CORP	Stock-Consumer Staples	0.75%	+0.03%	+0.08%
33	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.74%	-0.01%	-0.96%
34	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.66%	—	-2.30%
35	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.66%	+0.01%	-1.01%
36	CVX	Chevron CORP	Stock-Energy	0.60%	-0.24%	-0.22%
37	JMST	JPM Ultra-short Muni Income	ETF-Other	0.58%	-0.02%	+7.95%
38	DLN	Wisdomtree US Largecap Divid	ETF-Other	0.56%	-0.01%	+1.94%
39	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.53%	+0.02%	-0.15%
40	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.51%	—	-3.48%
41	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.48%	+0.03%	-2.47%
42	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.46%	+0.03%	+2.91%
43	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.42%	—	—
44	XOM	Exxon Mobil CORP	Stock-Energy	0.40%	-0.15%	-0.15%
45	DVY	Ishares Select Dividend ETF	ETF-Other	0.40%	—	-2.29%
46	MSFT	Microsoft CORP	Stock-Tech	0.39%	—	-2.25%
47	DFSD	Dimensional Short Duration	ETF-Other	0.38%	—	-1.39%
48	EFA	Ishares Msci Eafe ETF	ETF-Other	0.34%	—	-0.94%
49	VB	Vanguard Small-cap ETF	ETF-Other	0.32%	+0.01%	-0.13%
50	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.31%	—	+0.02%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+17.9%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.5%
Beta: +0.59
Alpha: +1.4%
Max Drawdown: -5.3%
Annualized Perf: +12.5%
Batting Avg vs S&P: +41.7%
Sortino: +2.73
Stutzer: +0.41
Treynor: +0.21
Sterling: +0.87
Calmar: +2.34
Information Ratio: -0.95
Tracking Error: +6.5%
Stdev Down: +4.5%
Winning Months %: +75%
Losing Months %: +25%
Best 12 Months: +22.4%
Worst 12 Months: +7.1%
Efficiency Ratio: +0.53
Sharpe: +1.43
Stdev Sectors: +7.5%
Skewness: -0.21
Kurtosis: -0.39
Upside Potential: +4.35

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	203	$1.1B	13	1AGG 2IEFA 3DFCF Top holdings2026-06-30 1.AGG 2.IEFA 3.DFCF 4.IJR 5.IJH 6.BRK-B 7.AAPL 8.VYM 9.SDY 10.VIG
2026-03-31	197	$961.1M	7	1AGG 2IEFA 3DFCF Top holdings2026-03-31 1.AGG 2.IEFA 3.DFCF 4.IJR 5.BRK-B 6.IJH 7.AAPL 8.VYM 9.SDY 10.VCSH
2025-12-31	191	$942.9M	8	1AGG 2IEFA 3DFCF Top holdings2025-12-31 1.AGG 2.IEFA 3.DFCF 4.BRK-B 5.IJR 6.IJH 7.AAPL 8.VYM 9.VIG 10.SDY
2025-09-30	193	$901.1M	15	1AGG 2IEFA 3DFCF Top holdings2025-09-30 1.AGG 2.IEFA 3.DFCF 4.BRK-B 5.IJR 6.IJH 7.AAPL 8.VYM 9.SDY 10.VIG
2025-06-30	192	$840.4M	0	1AGG 2IEFA 3BRK-B Top holdings2025-06-30 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.DFCF 7.SDY 8.VYM 9.VIG 10.AAPL
2025-03-31	187	$814.7M	100	1AGG 2IEFA 3BRK-B Top holdings2025-03-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.DFCF 7.AAPL 8.SDY 9.VYM 10.VIG
2024-12-31	185	$804.4M	0	1AGG 2IEFA 3BRK-B Top holdings2024-12-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.AAPL 6.IJH 7.SDY 8.VYM 9.VIG 10.DFCF
2024-09-30	191	$813.1M	0	1AGG 2IEFA 3BRK-B Top holdings2024-09-30 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.AAPL 7.SDY 8.VYM 9.VIG 10.XLV
2024-06-30	182	$874.3M	0	1AGG 2IEFA 3BRK-B Top holdings2024-06-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.IJH 7.SDY 8.VIG 9.VYM 10.XLV
2024-03-31	185	$863.1M	0	1AGG 2IEFA 3BRK-B Top holdings2024-03-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.IJH 6.SDY 7.AAPL 8.VIG 9.VYM 10.XLV
2023-12-31	181	$805.0M	0	1AGG 2IEFA 3BRK-B Top holdings2023-12-31 1.AGG 2.IEFA 3.BRK-B 4.IJR 5.AAPL 6.SDY 7.IJH 8.VIG 9.XLV 10.VYM
2023-09-30	177	$736.3M	0	1AGG 2IEFA 3BRK-B Top holdings2023-09-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.SDY 7.XLV 8.VIG 9.IJH 10.VYM
2023-06-30	186	$740.3M	0	1AGG 2IEFA 3BRK-B Top holdings2023-06-30 1.AGG 2.IEFA 3.BRK-B 4.AAPL 5.IJR 6.SDY 7.XLV 8.VIG 9.VCSH 10.IJH
2023-03-31	189	$645.9M	0	1AGG 2IEFA 3BRK-B Top holdings2023-03-31 1.AGG 2.IEFA 3.BRK-B 4.SDY 5.IJR 6.XLV 7.VCSH 8.VIG 9.VYM 10.IJH
2022-12-31	169	$650.1M	0	1BRK-B 2IEFA 3AGG Top holdings2022-12-31 1.BRK-B 2.IEFA 3.AGG 4.SDY 5.IJR 6.XLV 7.VIG 8.VCSH 9.AAPL 10.VYM
2022-09-30	169	$599.8M	0	1BRK-B 2VCSH 3AGG Top holdings2022-09-30 1.BRK-B 2.VCSH 3.AGG 4.SDY 5.AAPL 6.BSV 7.XLV 8.IJR 9.VIG 10.VYM
2022-06-30	644	$655.1M	0	1VCSH 2BRK-B 3BSV Top holdings2022-06-30 1.VCSH 2.BRK-B 3.BSV 4.SDY 5.AGG 6.XLV 7.AAPL 8.IJR 9.VIG 10.VYM
2022-03-31	694	$716.7M	0	1BRK-B 2AAPL 3SDY Top holdings2022-03-31 1.BRK-B 2.AAPL 3.SDY 4.BSV 5.VCSH 6.XLV 7.VIG 8.IJR 9.VYM 10.IJH
2021-12-31	749	$703.3M	0	1BRK-B 2AAPL 3SDY Top holdings2021-12-31 1.BRK-B 2.AAPL 3.SDY 4.BSV 5.XLV 6.VIG 7.VCSH 8.VYM 9.IJR 10.VTIP
2021-09-30	744	$633.2M	0	1BRK-B 2BSV 3SDY Top holdings2021-09-30 1.BRK-B 2.BSV 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.VTIP
2021-06-30	746	$623.6M	100	1BRK-B 2BSV 3SDY Top holdings2021-06-30 1.BRK-B 2.BSV 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.VTIP
2021-03-31	736	$583.5M	11	1BSV 2BRK-B 3SDY Top holdings2021-03-31 1.BSV 2.BRK-B 3.SDY 4.AAPL 5.VCSH 6.XLV 7.VIG 8.VYM 9.AGG 10.SUB
2020-12-31	722	$536.3M	18	1BSV 2BRK-B 3AAPL Top holdings2020-12-31 1.BSV 2.BRK-B 3.AAPL 4.SDY 5.XLV 6.VIG 7.VCSH 8.VYM 9.AGG 10.SUB
2020-09-30	169	$452.0M	10	1BSV 2BRK-B 3AAPL Top holdings2020-09-30 1.BSV 2.BRK-B 3.AAPL 4.SDY 5.XLV 6.VIG 7.VCSH 8.VYM 9.AGG 10.SUB
2020-06-30	164	$426.7M	20	1BSV 2AAPL 3SDY Top holdings2020-06-30 1.BSV 2.AAPL 3.SDY 4.BRK-B 5.XLV 6.VIG 7.VYM 8.AGG 9.VCSH 10.SUB
2020-03-31	156	$371.0M	28	1BSV 2SDY 3AAPL Top holdings2020-03-31 1.BSV 2.SDY 3.AAPL 4.BRK-B 5.XLV 6.VIG 7.VYM 8.AGG 9.SUB 10.VTIP
2019-12-31	182	$475.7M	10	1SDY 2BRK-B 3AAPL Top holdings2019-12-31 1.SDY 2.BRK-B 3.AAPL 4.XLV 5.VYM 6.BSV 7.VIG 8.VCSH 9.AGG 10.SUB
2019-09-30	178	$453.2M	11	1SDY 2BRK-B 3VYM Top holdings2019-09-30 1.SDY 2.BRK-B 3.VYM 4.XLV 5.VIG 6.BSV 7.AAPL 8.VCSH 9.AGG 10.SUB
2019-06-30	162	$417.9M	—	1SDY 2VYM 3XLV Top holdings2019-06-30 1.SDY 2.VYM 3.XLV 4.VIG 5.BRK-B 6.AAPL 7.BSV 8.VCSH 9.AGG 10.SUB
2019-03-31	158	$392.6M	—	1SDY 2VYM 3XLV Top holdings2019-03-31 1.SDY 2.VYM 3.XLV 4.VIG 5.AAPL 6.BRK-B 7.VCSH 8.BSV 9.AGG 10.DLN
2018-12-31	152	$340.8M	—	1SDY 2VYM 3BRK-B Top holdings2018-12-31 1.SDY 2.VYM 3.BRK-B 4.XLV 5.VCSH 6.BSV 7.VIG 8.AGG 9.AAPL 10.DLN

Holding changes this quarter

Position changes disclosed by Graves Light Lenhart Wealth, Inc. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFAX	Dimensional World Ex US Core	+0.5%	+41.85%	Add
2	VOOG	Vanguard S&p 500 Growth ETF	+0.4%	+588.37%	Add
3	IJR	Ishares Core S&p Small-cap E	+0.4%	+2.61%	Add
4	DFUV	Dimensional US Marketwide Va	+0.3%	+13.87%	Add
5	IJH	Ishares Core S&p Midcap ETF	+0.2%	+4.10%	Add
6	GOOGL	Alphabet Inc-cl A	+0.2%	-1.45%	Trim
7	VTEB	Vanguard Tax-exempt Bond ETF	+0.2%	+34.32%	Add
8	IGM	Ishares Expanded Tech Sector	+0.2%	—	Unchanged
9	ELV	Elevance Health INC	+0.1%	+124.16%	Add
10	VOOV	Vanguard S&p 500 Value ETF	+0.1%	+12.30%	Add
11	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+5.75%	Add
12	DFNM	Dimensional National Muni Bd	+0.1%	+15.30%	Add
13	SPHQ	Invesco S&p 500 Quality ETF	+0.1%	-1.82%	Trim
14	DFEV	Dimensional Emrg Mrkt Val	+0.1%	-1.79%	Trim
15	GOOG	Alphabet Inc-cl C	+0.1%	-1.29%	Trim
16	AMD	Advanced Micro Devices	+0.1%	NEW	New buy
17	GLW	Corning INC	+0.1%	-6.89%	Trim
18	LLY	Eli Lilly & Co	0%	+0.04%	Add
19	QQQ	Invesco Qqq Trust Series 1	0%	+128.44%	Add
20	AAPL	Apple INC	0%	-1.38%	Trim
21	AMZN	Amazon.com INC	0%	+0.16%	Add
22	VTI	Vanguard Total Stock Mkt ETF	0%	+0.02%	Add
23	SYY	Sysco CORP	0%	+0.08%	Add
24	IVW	Ishares S&p 500 Growth ETF	0%	-2.47%	Trim
25	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+2.91%	Add
26	VUG	Vanguard Growth ETF	0%	+550.92%	Add
27	IYW	Ishares Ustechnology ETF	0%	—	Unchanged
28	IWB	Ishares Russell 1000 ETF	0%	-0.76%	Trim
29	IJS	Ishares S&p Small-cap 600 Va	0%	-0.15%	Trim
30	IVV	Ishares Core S&p 500 ETF	0%	-1.01%	Trim
31	VB	Vanguard Small-cap ETF	0%	-0.13%	Trim
32	VEA	Vanguard Ftse Developed ETF	0%	-0.96%	Trim
33	JPM	Jpmorgan Chase & Co	0%	-1.80%	Trim
34	DLN	Wisdomtree US Largecap Divid	0%	+1.94%	Add
35	JMST	JPM Ultra-short Muni Income	0%	+7.95%	Add
36	VIG	Vanguard Dividend Apprec ETF	0%	-0.19%	Trim
37	VTIP	Vanguard Short-term Tips	0%	+6.04%	Add
38	XLV	Ss Health Care Select Sector	-0.1%	-0.88%	Trim
39	VYM	Vanguard High Dvd Yield ETF	-0.1%	+0.06%	Add
40	DIS	Walt Disney Co/the	-0.2%	-51.05%	Trim
41	XOM	Exxon Mobil CORP	-0.2%	-0.15%	Trim
42	SDY	Ss Spdr S&p Dividend ETF	-0.2%	-0.25%	Trim
43	SCHD	Schwab US Dvd Equity ETF	-0.2%	-0.97%	Trim
44	BSV	Vanguard Short-term Bond ETF	-0.2%	+3.99%	Add
45	DFCF	Dimensional Core Fixed INC	-0.2%	+7.33%	Add
46	DFEM	Dimensional Emrg Mrkt Core	-0.2%	-71.73%	Trim
47	CVX	Chevron CORP	-0.2%	-0.22%	Trim
48	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	-0.87%	Trim
49	VCSH	Vanguard S/t CORP Bond ETF	-0.4%	-5.85%	Trim
50	AGG	Ishares Core U.s. Aggregate	-0.6%	+5.76%	Add

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-07	13F-HR	View on EDGAR
2026-03-31	2026-04-08	13F-HR	View on EDGAR
2025-12-31	2026-01-09	13F-HR	View on EDGAR
2025-09-30	2025-10-07	13F-HR	View on EDGAR
2025-06-30	2025-07-09	13F-HR	View on EDGAR
2025-03-31	2025-04-09	13F-HR	View on EDGAR
2024-12-31	2025-01-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-05-13	Amendment	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-07-12	13F-HR	View on EDGAR
2021-03-31	2021-04-09	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-10	13F-HR	View on EDGAR
2020-06-30	2020-07-31	13F-HR	View on EDGAR
2020-03-31	2020-04-29	13F-HR	View on EDGAR
2019-12-31	2020-01-21	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2024-05-13	Amendment	View on EDGAR
2019-06-30	2019-07-24	13F-HR	View on EDGAR
2019-03-31	2024-05-10	Amendment	View on EDGAR
2019-03-31	2019-04-11	13F-HR	View on EDGAR
2018-12-31	2019-01-28	13F-HR	View on EDGAR