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CIK: 0001759803
Total reported value
$1.1B
$1.1B
182 檔
24.9%
As reported in its official Q2 2024 Form 13F filing, Graves Light Lenhart Wealth, Inc.'s tracked investment portfolio stood at $1.1B with 182 total positions.
During Q2 2024, Graves Light Lenhart Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.39% | -0.58% | +0.93% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.99% | +0.10% | +3.79% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.29% | -0.26% | +0.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.97% | +0.03% | -1.85% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.90% | +0.38% | +1.20% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.46% | +0.24% | +1.92% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.43% | -0.18% | +0.59% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.08% | -0.04% | -0.58% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.03% | -0.12% | +1.02% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.95% | -0.09% | +0.51% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.62% | +0.10% | +8.71% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.28% | -0.22% | +25.91% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.28% | -0.41% | -1.42% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.22% | +0.10% | +1.42% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.06% | -0.19% | -2.73% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | -0.18% | +2.30% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.21% | +0.26% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.45% | +0.02% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | -2.04% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.10% | -33.52% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.01% | -0.01% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.09% | -0.01% | -1.31% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.41% | +8.57% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.05% | -0.03% | — | |
| 25 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.02% | — | -0.74% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | +0.14% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.95% | +0.29% | +7.05% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | +0.13% | +5.94% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.24% | +0.04% | |
| 30 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.89% | +0.06% | +4.41% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.82% | -0.04% | -2.52% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.05% | +0.29% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.80% | +0.03% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.06% | -0.79% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.72% | -0.10% | -0.67% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | -0.54% | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.67% | — | +0.14% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.62% | +0.16% | — | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.61% | -0.01% | -1.70% | |
| 40 | DFSD | Dimensional Short Duration | ETF-Other | 0.61% | -0.05% | +0.13% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.03% | -0.05% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.01% | +10.79% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.03% | -1.34% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.02% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | +0.19% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.15% | -1.77% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.46% | -0.02% | -3.01% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.15% | -11.42% | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.45% | -0.02% | +9.05% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.44% | +0.02% | +2.21% |
According to official SEC Form 13F filings, Graves Light Lenhart Wealth, Inc. reported a total U.S. public equity portfolio value of $1.1B across 182 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, IEFA, BRK-B) accounted for 24.9% of total reported equity market value during Q2 2024.
During Q2 2024, Graves Light Lenhart Wealth, Inc.'s top holdings by market value included AGG (11.4%)、IEFA (7.0%)、BRK-B (4.3%). The largest single position, AGG, represented 11.4% of total portfolio value.
In Q2 2024, Graves Light Lenhart Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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