Graves Light Lenhart Wealth, Inc.
198 holdingsFiling period: 2026-03-31Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 1.04M | $103.4M | $101.5M | 9.73% | -4,025 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 958.3K | $86.8M | $94.1M | 9.03% | +27.4K | 2026-03-31 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 1.29M | $54.4M | $53.5M | 5.13% | +128.5K | 2026-03-31 |
| 4 | IJR | ISHARES TR | 302.7K | $37.6M | $44.0M | 4.22% | +9.8K | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 73.7K | $35.3M | $35.3M | 3.39% | -631 | 2026-03-31 |
| 6 | IJH | ISHARES TR | 510.0K | $34.4M | $38.4M | 3.68% | +15.5K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 108.1K | $27.4M | $33.4M | 3.20% | -242 | 2026-03-31 |
| 8 | VYM | VANGUARD WHITEHALL FDS | 181.0K | $26.8M | $29.3M | 2.81% | +58 | 2026-03-31 |
| 9 | SDY | SPDR SERIES TRUST | 182.0K | $26.6M | $28.2M | 2.71% | +91 | 2026-03-31 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 320.5K | $25.4M | $25.2M | 2.42% | +11.1K | 2026-03-31 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | 115.0K | $24.7M | $27.5M | 2.64% | -643 | 2026-03-31 |
| 12 | BSV | VANGUARD BD INDEX FDS | 305.9K | $24.0M | $23.7M | 2.28% | +10.7K | 2026-03-31 |
| 13 | DFNM | DIMENSIONAL ETF TRUST | 482.8K | $23.1M | $23.0M | 2.21% | +120.9K | 2026-03-31 |
| 14 | XLV | SELECT SECTOR SPDR TR | 142.6K | $20.9M | $23.2M | 2.22% | -763 | 2026-03-31 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 673.1K | $20.6M | $22.5M | 2.16% | +183 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 69.7K | $20.0M | $24.8M | 2.38% | -471 | 2026-03-31 |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | 246.5K | $18.5M | $20.9M | 2.00% | +9.5K | 2026-03-31 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | 353.8K | $17.1M | $19.7M | 1.89% | +28.9K | 2026-03-31 |
| 19 | VOOG | VANGUARD ADMIRAL FDS INC | 37.6K | $15.3M | $18.3M | 1.76% | +2.8K | 2026-03-31 |
| 20 | VOOV | VANGUARD ADMIRAL FDS INC | 70.4K | $14.3M | $15.7M | 1.51% | +3.8K | 2026-03-31 |
| 21 | DFAX | DIMENSIONAL ETF TRUST | 404.9K | $13.8M | $14.8M | 1.42% | +32.3K | 2026-03-31 |
| 22 | DFEV | DIMENSIONAL ETF TRUST | 345.6K | $12.4M | $13.7M | 1.32% | -8,049 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 50.6K | $10.5M | $13.7M | 1.32% | -114 | 2026-03-31 |
| 24 | BND | VANGUARD BD INDEX FDS | 123.2K | $9.1M | $8.9M | 0.85% | +89 | 2026-03-31 |
| 25 | IWB | ISHARES TR | 25.3K | $9.0M | $10.4M | 0.99% | -150 | 2026-03-31 |
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