Graves Light Lenhart Wealth, Inc. Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$874K

Holdings

182

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$99
AQLTISHARES CORE MSCI EAFE ETF
$61
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$37
AAPLAPPLE INC COM
$34
IJRISHARES CORE S&P SMALL CAP ETF
$34
IJHISHARES CORE S&P MID-CAP ETF
$30
SDYSPDR S&P DIVIDEND ETF
$29
VIGVANGUARD DIVIDEND APPRECIATION ETF
$26
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$26
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$25
DFNMDimensional National Municipal Bond ETF
$22
SPHQINVESCO S&P 500 QUALITY ETF
$19
DFCFDIMENSIONAL CORE FIXED INCOME ETF
$19
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$19
SCHDSchwab US Dividend ETF
$17
BSVVANGUARD SHORT-TERM BOND ETF
$17
GOOGLALPHABET INC CAP STK CL A
$17
IWBISHARES RUSSELL 1000 ETF
$12
AMZNAMAZON COM INC COM
$12
JPMJPMORGAN CHASE & CO. COM
$10
BNDVANGUARD TOTAL BOND MARKET ETF
$10
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$9
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$9
VOOGVANGUARD S&P 500 GROWTH ETF
$9
DFUVDFA US Marketwide Value ETF
$8
VTIVANGUARD TOTAL STOCK MARKET ETF
$8
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
$8
VOOVVANGUARD S&P 500 VALUE ETF
$8
MSFTMICROSOFT CORP COM
$7
CVXCHEVRON CORP NEW COM
$7
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$7
DFEVDFA Emerging Value ETF
$7
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$6
IVVISHARES CORE S&P 500 ETF
$6
SYYSYSCO CORP COM
$6
GOOGALPHABET INC CAP STK CL C
$6
IGMISHARES EXPANDED TECH SECTOR ETF
$5
DDDUPONT DE NEMOURS INC COM
$5
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF
$5
SPYSPDR S&P 500 ETF TRUST
$5
APDAIR PRODS & CHEMS INC COM
$5
EFAISHARES MSCI EAFE ETF
$4
IVWISHARES S&P 500 GROWTH ETF
$4
DISDISNEY WALT CO COM
$4
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$4
VTEBVANGUARD TAX-EXEMPT BOND ETF
$4
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$4
IVEISHARES S&P 500 VALUE ETF
$3
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$3
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$3
XOMEXXON MOBIL CORP COM
$3
AQLTISHARES SELECT DIVIDEND ETF
$3
COSTCOSTCO WHSL CORP NEW COM
$2
VOVANGUARD MID-CAP ETF
$2
PGPROCTER AND GAMBLE CO COM
$2
MRKMERCK & CO INC COM
$2
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$2
IWNISHARES RUSSELL 2000 VALUE ETF
$2
ACWXISHARES MSCI ACWI EX U.S. ETF
$2
LLYELI LILLY & CO COM
$2
VBVANGUARD SMALL-CAP ETF
$2
IBBISHARES BIOTECHNOLOGY ETF
$2
PKGPACKAGING CORP AMER COM
$2
TFCTRUIST FINL CORP COM
$2
WFCWELLS FARGO CO NEW COM
$1
IYWISHARES U.S. TECHNOLOGY ETF
$1
VUGVANGUARD GROWTH ETF
$1
IWVISHARES RUSSELL 3000 ETF
$1
VTVANGUARD TOTAL WORLD STOCK ETF
$1
MUBISHARES NATIONAL MUNI BOND ETF
$1
BACBANK AMERICA CORP COM
$1
JNJJOHNSON & JOHNSON COM
$1
PEPPEPSICO INC COM
$1
DUKDUKE ENERGY CORP NEW COM NEW
$1
ELVELEVANCE HEALTH INC COM
$1
EOGEOG RES INC COM
$1
SCHZSCHWAB US AGGREGATE BOND ETF
$1
DFASDIMENSIONAL U.S. SMALL CAP ETF
$1
DDOMINION ENERGY INC COM
$1
ORCLORACLE CORP COM
$1
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
$1
KIOKKR INCOME OPPORTUNITIES FD COM
$0
UBSIUNITED BANKSHARES INC WEST VA COM
$0
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$0
SLBSCHLUMBERGER LTD COM STK
$0
HONHONEYWELL INTL INC COM
$0
VLUEISHARES MSCI USA VALUE FACTOR ETF
$0
NSCNORFOLK SOUTHN CORP COM
$0
ITWILLINOIS TOOL WKS INC COM
$0
SOSOUTHERN CO COM
$0
ALSALLSTATE CORP COM
$0
GSGOLDMAN SACHS GROUP INC COM
$0
AUBATLANTIC UN BANKSHARES CORP COM
$0
EHIWESTERN ASSET GBL HIGH INC FD COM
$0
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$0
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$0
MCDMCDONALDS CORP COM
$0
AEPAMERICAN ELEC PWR CO INC COM
$0
NVDANVIDIA CORPORATION COM
$0
ADIANALOG DEVICES INC COM
$0
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