Graver Capital Management, LLC
25 holdingsFiling period: 2026-03-31Current AUM: $146.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 537.9K | $38.1M | $43.9M | 30.04% | +30.9K | 2026-03-31 |
| 2 | MOAT | VANECK ETF TRUST | 191.6K | $18.5M | $20.7M | 14.17% | +13.8K | 2026-03-31 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 246.5K | $15.4M | $17.4M | 11.93% | +12.3K | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 381.0K | $14.8M | $16.0M | 10.98% | +16.8K | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 302.2K | $12.8M | $12.5M | 8.58% | +30.1K | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 239.7K | $8.1M | $9.0M | 6.16% | +9.3K | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 260.5K | $6.5M | $7.5M | 5.14% | +7.1K | 2026-03-31 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 103.1K | $5.4M | $5.9M | 4.04% | +3.5K | 2026-03-31 |
| 9 | MUB | ISHARES TR | 27.0K | $2.9M | $2.8M | 1.95% | +1.1K | 2026-03-31 |
| 10 | PEBO | PEOPLES BANCORP INC | 57.0K | $1.9M | $2.4M | 1.62% | -- | 2026-03-31 |
| 11 | AAPL | APPLE INC | 4.2K | $1.1M | $1.3M | 0.90% | -- | 2026-03-31 |
| 12 | IWB | ISHARES TR | 2.3K | $815K | $933K | 0.64% | -671 | 2026-03-31 |
| 13 | PM | PHILIP MORRIS INTL INC | 4.8K | $793K | $915K | 0.63% | -- | 2026-03-31 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | 9.6K | $683K | $778K | 0.53% | -407 | 2026-03-31 |
| 15 | WMS | ADVANCED DRAIN SYS INC DEL | 3.6K | $500K | $505K | 0.35% | -1,520 | 2026-03-31 |
| 16 | D | DOMINION ENERGY INC | 8.0K | $494K | $553K | 0.38% | -- | 2026-03-31 |
| 17 | PEP | PEPSICO INC | 3.0K | $465K | $418K | 0.29% | -- | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 917 | $339K | $426K | 0.29% | +19 | 2026-03-31 |
| 19 | MO | ALTRIA GROUP INC | 5.0K | $329K | $341K | 0.23% | -- | 2026-03-31 |
| 20 | YUM | YUM BRANDS INC | 2.0K | $310K | $306K | 0.21% | -- | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 1.4K | $296K | $386K | 0.26% | +2 | 2026-03-31 |
| 22 | MCD | MCDONALDS CORP | 894 | $277K | $241K | 0.17% | -- | 2026-03-31 |
| 23 | HBAN | HUNTINGTON BANCSHARES INC | 17.0K | $265K | $289K | 0.20% | -- | 2026-03-31 |
| 24 | DUK | DUKE ENERGY CORP NEW | 2.0K | $261K | $250K | 0.17% | -- | 2026-03-31 |
| 25 | AEE | AMEREN CORP | 2.0K | $219K | $218K | 0.15% | -- | 2026-03-31 |
← Scroll →