GL

Graves Light Lenhart Wealth, Inc.

13F
Graves Light Lenhart Wealth, Inc.
Last update 2025-04-10 187 Stocks (7 new)
Value $815.00 Mil Turnover 3 %
Countries:
Top Holdings: AGG(12.12%)IEFA(7.83%)BRK.B(5.19%)IJR(3.64%)IJH(3.51%)
Summary Stock Picks Current Portfolio
Graves Light Lenhart Wealth, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG 		iShares Core U.S. Aggregate Bond ETF
998,158
98,737.8
+0.26%
12.120
+0.03%
0.080
+0.18%
+2.56%
123,672.9
 
IEFA 		iShares Core MSCI EAFE ETF
843,750
63,829.7
+3.42%
7.830
+0.26%
0.050
+6.49%
+18.34%
140,587.6
 
BRK.B 		Berkshire Hathaway Inc
79,454
42,315.6
-2.04%
5.190
-0.09%
0.000
-1.96%
+7.82%
1,054,290.8
Insurance
IJR 		iShares Core S&P Small-Cap ETF
283,301
29,624.8
+1.68%
3.640
+0.06%
0.040
-1.78%
-7.38%
77,469.0
 
IJH 		iShares Core S&P Mid-Cap ETF
490,165
28,601.1
+1.81%
3.510
+0.06%
0.030
+0.64%
-2.62%
92,495.5
 
DFCF 		Dimensional Core Fixed Income ETF
651,815
27,415.3
+22.15%
3.370
+0.61%
0.410
+0.25%
+2.70%
6,839.1
 
AAPL 		Apple Inc
117,082
26,007.5
-2.93%
3.190
-0.11%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
SDY 		SPDR Dividend ETF
191,308
25,956.7
-0.57%
3.190
-0.02%
0.130
-1.06%
+2.27%
19,778.5
 
VYM 		Vanguard High Dividend Yield Indx ETF
188,579
24,319.1
-0.15%
2.990
0%
0.040
-0.25%
+2.24%
57,070.2
 
VIG 		Vanguard Dividend Appreciation FTF
118,823
23,050.5
-0.80%
2.830
-0.02%
0.020
+0.15%
+2.25%
86,798.3
 

Graves Light Lenhart Wealth, Inc.'s Historical Top Holdings Breakdowns

Graves Light Lenhart Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.61%
●
40.79 ($41.67) 42.32
$41.74
0.17%
Add 22.15%
651,815
118,188
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+0.51%
●
91.45 ($91.59) 91.75
$91.47
-0.13%
Add 58.8%
121,455
44,972
APD 		Air Products & Chemicals Inc2025-03-31Reduce
-0.49%
●
283.24 ($308.4) 338.07
$276.22
-10.43%
Reduce -88.77%
1,701
-13,444
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.26%
●
69.57 ($74.78) 78.65
$83.17
11.22%
Add 3.42%
843,750
27,923
AAPL 		Apple Inc2025-03-31Reduce
-0.11%
●
209.68 ($231.67) 247.1
$200.63
-13.40%
Reduce -2.93%
117,082
-3,538
DFNM 		Dimensional National Municipal Bond ETF2025-03-31Add
+0.10%
●
47.35 ($47.88) 48.24
$47.25
-1.32%
Add 7.67%
251,198
17,893
HYS 		PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund2025-03-31Reduce
-0.10%
●
93.32 ($94.43) 95.35
$93.68
-0.79%
Reduce -11.71%
63,540
-8,430
BND 		Vanguard Total Bond Market ETF2025-03-31Reduce
-0.10%
●
71.17 ($72.57) 73.66
$72.60
0.04%
Reduce -8.52%
119,332
-11,114
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.09%
●
442.66 ($486.15) 534.52
$488.74
0.53%
Reduce -2.04%
79,454
-1,654
SH 		ProShares Short S&P500 -1x Shares2025-03-31New Buy
+0.09%
●
40.87 ($42.57) 45.53
$41.70
-2.04%
New holding
17,162
17,162

Graves Light Lenhart Wealth, Inc. Total Holding History ($B)

To

Graves Light Lenhart Wealth, Inc.'s Asset Allocation

To

Graves Light Lenhart Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Graves Light Lenhart Wealth, Inc.'s Hypothetical Growth since 2025-03-31

Graves Light Lenhart Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Graves Light Lenhart Wealth, Inc.'s Holdings Heat Map

Size field:

Graves Light Lenhart Wealth, Inc.'s Holdings Bubble Chart

Graves Light Lenhart Wealth, Inc. News

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