Graves Light Lenhart Wealth, Inc. Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$717K

Holdings

694

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (694 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$40.9M
AAPLAPPLE INC COM
$32.4M
SDYSPDR S&P DIVIDEND ETF
$29.5M
BSVVANGUARD SHORT-TERM BOND INDEX FUND
$28.2M
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$27.3M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$26.2M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$24.3M
IJRISHARES S&P SMALL-CAP FUND
$23.7M
VYMVANGUARD HIGH DIVIDEND YIELD ETF
$23.3M
IJHISHARES S&P MIDCAP FUND
$19.4M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$17.2M
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$17.2M
AQLTISHARES CORE MSCI EAFE ETF
$15.6M
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$15.5M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$12.6M
SCHDSchwab US Dividend ETF
$12.4M
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$11.0M
IWBISHARES RUSSELL 1000 ETF
$10.7M
SPHQINVESCO S&P 500 QUALITY ETF
$10.4M
MUBISHARES NATIONAL MUNI BOND ETF
$9.8M
JPMJPMORGAN CHASE & CO COM
$9.5M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$8.9M
SYYSYSCO CORP COM
$8.5M
DISDISNEY WALT CO COM
$8.4M
CVXCHEVRON CORP NEW COM
$8.1M
USBUS BANCORP DEL COM NEW
$7.9M
IVWISHARES S&P 500 GROWTH ETF
$6.5M
IVEISHARES S&P 500 VALUE ETF
$6.1M
BNDVANGUARD TOTAL BOND MARKET INDEX FUND
$5.6M
EFAISHARES MSCI EAFE ETF
$5.6M
VUSBVANGUARD ULTRA-SHORT BOND ETF
$5.5M
VXFVANGUARD EXTENDED MARKET INDEX FUND
$5.4M
IVVISHARES CORE S&P 500 ETF
$5.4M
IGMISHARES EXPANDED TECH SECTOR ETF
$5.3M
MSFTMICROSOFT CORP COM
$5.2M
DDDUPONT DE NEMOURS INC COM
$5.2M
SPYSPDR S&P 500 ETF
$5.2M
EOGEOG RES INC COM
$5.1M
SCHZSCHWAB US AGGREGATE BOND ETF
$5.0M
INTCINTEL CORP COM
$5.0M
AQLTISHARES SELECT DIVIDEND ETF
$4.6M
IWNISHARES RUSSELL 2000 VALUE ETF
$4.5M
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
$4.5M
APDAIR PRODS & CHEMS INC COM
$4.4M
FDXFEDEX CORP COM
$4.2M
DDOMINION ENERGY INC COM
$4.0M
TFCTRUIST FINL CORP COM
$3.6M
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
$3.4M
GSGOLDMAN SACHS GROUP INC COM
$3.2M
ACWXISHARES MSCI ACWI EX US INDEX FUND
$3.1M
VOOVVANGUARD S&P 500 VALUE ETF
$3.0M
PGPROCTER AND GAMBLE CO COM
$2.9M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF
$2.6M
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF
$2.6M
XOMEXXON MOBIL CORP COM
$2.4M
VTCVANGUARD TOTAL CORPORATE BOND ETF
$2.4M
BMYBRISTOL-MYERS SQUIBB CO COM
$2.3M
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$2.3M
BACVERIZON COMMUNICATIONS INC COM
$2.2M
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$2.2M
DUKDUKE ENERGY CORP NEW COM NEW
$2.2M
IBBISHARES BIOTECHNOLOGY FUND
$2.0M
JNJJOHNSON & JOHNSON COM
$1.9M
VUGVANGUARD GROWTH INDEX FUND
$1.8M
FXNCFIRST NATL CORP COM
$1.7M
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND
$1.5M
PEPPEPSICO INC COM
$1.4M
MRKMERCK & CO INC COM
$1.4M
IYWISHARES U.S. TECHNOLOGY ETF
$1.3M
IWVISHARES RUSSELL 3000 ETF
$1.3M
VOOVANGUARD S&P 500 ETF
$1.2M
PFEPFIZER INC COM
$1.2M
PNCPNC FINL SVCS GROUP INC COM
$1.1M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$1.1M
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
$1.1M
WFCWELLS FARGO CO NEW COM
$1.1M
ELVANTHEM INC COM
$1.0M
SHENSHENANDOAH TELECOMMUNICATIONS COM
$981K
BACBK OF AMERICA CORP COM
$958K
EMREMERSON ELEC CO COM
$876K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$860K
LLYLILLY ELI & CO COM
$852K
KBESPDR S&P BANK ETF
$849K
ABBVABBVIE INC COM
$830K
UNPUNION PAC CORP COM
$819K
MCDMCDONALDS CORP COM
$814K
ORCLORACLE CORP COM
$791K
VDEVANGUARD ENERGY INDEX FUND
$788K
CSXCSX CORP COM
$774K
SOSOUTHERN CO COM
$737K
TAT&T INC COM
$730K
AEPAMERICAN ELEC PWR CO INC COM
$685K
VOVANGUARD MID-CAP INDEX FUND
$670K
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
$635K
HDHOME DEPOT INC COM
$608K
VBVANGUARD SMALL-CAP INDEX FUND
$600K
ESGUISHARES ESG AWARE MSCI USA ETF
$587K
VHTVANGUARD HEALTH CARE INDEX FUND
$577K
ENBENBRIDGE INC COM
$575K
KOCOCA COLA CO COM
$568K
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