Graves Light Lenhart Wealth, Inc. Q2 2021 Filing
Filed July 12, 2021
Portfolio Value
$624K
Holdings
746
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (746 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $31.5M |
BSVVANGUARD SHORT-TERM BOND INDEX FUND | $30.5M |
SDYSPDR S&P DIVIDEND ETF | $27.4M |
AAPLAPPLE INC COM | $25.3M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $24.1M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $23.3M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $22.1M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $20.3M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $15.9M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15.3M |
IJHISHARES S&P MIDCAP FUND | $13.8M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $13.8M |
IJRISHARES S&P SMALL-CAP FUND | $13.5M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $12.4M |
SPHQINVESCO S&P 500 QUALITY ETF | $11.1M |
JPMJPMORGAN CHASE & CO COM | $10.6M |
IWBISHARES RUSSELL 1000 ETF | $10.3M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $10.3M |
BACVERIZON COMMUNICATIONS INC COM | $9.1M |
MUBISHARES NATIONAL MUNI BOND ETF | $8.5M |
USBUS BANCORP DEL COM NEW | $8.5M |
SYYSYSCO CORP COM | $8.2M |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $7.6M |
BMYBRISTOL-MYERS SQUIBB CO COM | $7.4M |
AQLTISHARES CORE MSCI EAFE ETF | $6.9M |
SCHDSchwab US Dividend ETF | $6.5M |
GSGOLDMAN SACHS GROUP INC COM | $6.5M |
AQLTISHARES SELECT DIVIDEND ETF | $6.3M |
EFAISHARES MSCI EAFE ETF | $6.2M |
SCHZSCHWAB US AGGREGATE BOND ETF | $5.6M |
IGMISHARES EXPANDED TECH SECTOR ETF | $5.6M |
IVVISHARES CORE S&P 500 ETF | $5.6M |
IWNISHARES RUSSELL 2000 VALUE ETF | $5.4M |
CVXCHEVRON CORP NEW COM | $5.2M |
SPYSPDR S&P 500 ETF | $5.0M |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $4.9M |
DDDUPONT DE NEMOURS INC COM | $4.8M |
BNDVANGUARD TOTAL BOND MARKET INDEX FUND | $4.6M |
MSFTMICROSOFT CORP COM | $4.5M |
APDAIR PRODS & CHEMS INC COM | $4.2M |
DISDISNEY WALT CO COM | $3.9M |
EOGEOG RES INC COM | $3.6M |
TFCTRUIST FINL CORP COM | $3.6M |
ACWXISHARES MSCI ACWI EX US INDEX FUND | $3.6M |
DDOMINION ENERGY INC COM | $3.5M |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.3M |
IVWISHARES S&P 500 GROWTH ETF | $3.0M |
IVEISHARES S&P 500 VALUE ETF | $3.0M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | $2.6M |
PGPROCTER AND GAMBLE CO COM | $2.6M |
IBBISHARES BIOTECHNOLOGY FUND | $2.5M |
XOMEXXON MOBIL CORP COM | $2.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $1.9M |
JNJJOHNSON & JOHNSON COM | $1.9M |
FXNCFIRST NATL CORP COM | $1.8M |
VUGVANGUARD GROWTH INDEX FUND | $1.8M |
SHENSHENANDOAH TELECOMMUNICATIONS COM | $1.7M |
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | $1.5M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $1.3M |
COSTCOSTCO WHSL CORP NEW COM | $1.3M |
IYWISHARES U.S. TECHNOLOGY ETF | $1.3M |
PEPPEPSICO INC COM | $1.3M |
IWVISHARES RUSSELL 3000 ETF | $1.2M |
MRKMERCK & CO INC COM | $1.2M |
PNCPNC FINL SVCS GROUP INC COM | $1.2M |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1.2M |
VOOVANGUARD S&P 500 ETF | $1.1M |
VOOVVANGUARD S&P 500 VALUE ETF | $1.1M |
WFCWELLS FARGO CO NEW COM | $1.0M |
TAT&T INC COM | $920K |
INTCINTEL CORP COM | $917K |
BACBK OF AMERICA CORP COM | $865K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $864K |
EMREMERSON ELEC CO COM | $862K |
KBESPDR S&P BANK ETF | $834K |
ELVANTHEM INC COM | $781K |
UNHUNITEDHEALTH GROUP INC COM | $756K |
PFEPFIZER INC COM | $733K |
MCDMCDONALDS CORP COM | $725K |
ORCLORACLE CORP COM | $717K |
LLYLILLY ELI & CO COM | $689K |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND | $689K |
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF | $666K |
CSXCSX CORP COM | $662K |
HDHOME DEPOT INC COM | $641K |
VBVANGUARD SMALL-CAP INDEX FUND | $624K |
MMM3M CO COM | $624K |
SOSOUTHERN CO COM | $616K |
UNPUNION PAC CORP COM | $587K |
IWMISHARES RUSSELL 2000 ETF | $573K |
AEPAMERICAN ELEC PWR CO INC COM | $573K |
ESGUISHARES ESG AWARE MSCI USA ETF | $570K |
ITWILLINOIS TOOL WKS INC COM | $563K |
VDEVANGUARD ENERGY INDEX FUND | $558K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $558K |
EFVISHARES MSCI EAFE VALUE ETF | $546K |
ENBENBRIDGE INC COM | $541K |
EMNEASTMAN CHEM CO COM | $528K |
KOCOCA COLA CO COM | $528K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $520K |
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