Graver Capital Management, LLC
26 holdingsFiling period: 2026-06-30Current AUM: $142.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional ETF Trust | 517.3K | $42.4M | $43.4M | 30.42% | -20,683 | 2026-06-30 |
| 2 | MOAT | VanEck ETF Trust | 186.2K | $19.4M | $20.9M | 14.66% | -5,398 | 2026-06-30 |
| 3 | DFAT | Dimensional ETF Trust | 235.8K | $16.5M | $16.6M | 11.62% | -10,621 | 2026-06-30 |
| 4 | DFAI | Dimensional ETF Trust | 365.6K | $15.1M | $15.3M | 10.71% | -15,446 | 2026-06-30 |
| 5 | DFCF | Dimensional ETF Trust | 292.8K | $12.4M | $11.9M | 8.36% | -9,389 | 2026-06-30 |
| 6 | DFAE | Dimensional ETF Trust | 226.8K | $9.1M | $8.4M | 5.87% | -12,946 | 2026-06-30 |
| 7 | SCHB | Schwab Strategic TR | 247.4K | $7.2M | $7.3M | 5.13% | -13,112 | 2026-06-30 |
| 8 | DFIV | Dimensional ETF Trust | 98.1K | $5.3M | $5.6M | 3.89% | -5,012 | 2026-06-30 |
| 9 | MUB | iShares TR | 27.0K | $2.9M | $2.8M | 1.97% | +83 | 2026-06-30 |
| 10 | PEBO | Peoples Bancorp Inc | 57.0K | $2.2M | $2.2M | 1.55% | -- | 2026-06-30 |
| 11 | AAPL | Apple Inc | 4.2K | $1.2M | $1.5M | 1.03% | -18 | 2026-06-30 |
| 12 | IWB | iShares TR | 2.3K | $936K | $961K | 0.67% | -- | 2026-06-30 |
| 13 | PM | Philip Morris Intl Inc | 4.8K | $868K | $1.0M | 0.70% | -- | 2026-06-30 |
| 14 | DFAS | Dimensional ETF Trust | 9.6K | $791K | $774K | 0.54% | -- | 2026-06-30 |
| 15 | WMS | Advanced Drain Sys Inc Del | 3.6K | $572K | $498K | 0.35% | -- | 2026-06-30 |
| 16 | D | Dominion Energy Inc | 8.0K | $546K | $521K | 0.36% | -- | 2026-06-30 |
| 17 | PEP | Pepsico Inc | 3.0K | $406K | $401K | 0.28% | -- | 2026-06-30 |
| 18 | MO | Altria Group Inc | 5.0K | $359K | $383K | 0.27% | -- | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 1.4K | $338K | $346K | 0.24% | -2 | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 889 | $331K | $470K | 0.33% | -28 | 2026-06-30 |
| 21 | YUM | Yum Brands Inc | 2.0K | $319K | $308K | 0.22% | -- | 2026-06-30 |
| 22 | INTC | Intel Corp | 2.2K | $307K | $202K | 0.14% | -- | 2026-06-30 |
| 23 | HBAN | Huntington Bancshares Inc | 17.0K | $301K | $271K | 0.19% | -- | 2026-06-30 |
| 24 | DUK | Duke Energy Corp New | 2.0K | $253K | $252K | 0.18% | -- | 2026-06-30 |
| 25 | MCD | McDonalds Corp | 894 | $241K | $229K | 0.16% | -- | 2026-06-30 |
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