Graves Light Lenhart Wealth, Inc. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$633K
Holdings
744
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (744 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $31.3M |
BSVVANGUARD SHORT-TERM BOND INDEX FUND | $29.7M |
SDYSPDR S&P DIVIDEND ETF | $26.6M |
AAPLAPPLE INC COM | $26.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $25.9M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $23.5M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $22.4M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $20.3M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $16.8M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $16.7M |
IJRISHARES S&P SMALL-CAP FUND | $16.2M |
IJHISHARES S&P MIDCAP FUND | $14.5M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $14.3M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $12.2M |
JPMJPMORGAN CHASE & CO COM | $11.2M |
SPHQINVESCO S&P 500 QUALITY ETF | $10.9M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $10.5M |
IWBISHARES RUSSELL 1000 ETF | $10.3M |
AQLTISHARES CORE MSCI EAFE ETF | $9.2M |
MUBISHARES NATIONAL MUNI BOND ETF | $9.0M |
USBUS BANCORP DEL COM NEW | $8.8M |
BACVERIZON COMMUNICATIONS INC COM | $8.8M |
SYYSYSCO CORP COM | $8.3M |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $7.9M |
SCHDSchwab US Dividend ETF | $6.7M |
BMYBRISTOL-MYERS SQUIBB CO COM | $6.5M |
AQLTISHARES SELECT DIVIDEND ETF | $6.5M |
EFAISHARES MSCI EAFE ETF | $6.1M |
IGMISHARES EXPANDED TECH SECTOR ETF | $5.6M |
SCHZSCHWAB US AGGREGATE BOND ETF | $5.5M |
CVXCHEVRON CORP NEW COM | $5.1M |
IVVISHARES CORE S&P 500 ETF | $5.1M |
SPYSPDR S&P 500 ETF | $5.0M |
IWNISHARES RUSSELL 2000 VALUE ETF | $4.8M |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $4.7M |
MSFTMICROSOFT CORP COM | $4.7M |
IVEISHARES S&P 500 VALUE ETF | $4.5M |
BNDVANGUARD TOTAL BOND MARKET INDEX FUND | $4.4M |
DDDUPONT DE NEMOURS INC COM | $4.4M |
APDAIR PRODS & CHEMS INC COM | $3.9M |
DISDISNEY WALT CO COM | $3.8M |
IVWISHARES S&P 500 GROWTH ETF | $3.8M |
TFCTRUIST FINL CORP COM | $3.8M |
GSGOLDMAN SACHS GROUP INC COM | $3.6M |
EOGEOG RES INC COM | $3.5M |
DDOMINION ENERGY INC COM | $3.5M |
ACWXISHARES MSCI ACWI EX US INDEX FUND | $3.4M |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.3M |
PGPROCTER AND GAMBLE CO COM | $2.7M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | $2.6M |
IBBISHARES BIOTECHNOLOGY FUND | $2.4M |
FXNCFIRST NATL CORP COM | $2.1M |
XOMEXXON MOBIL CORP COM | $1.9M |
DUKDUKE ENERGY CORP NEW COM NEW | $1.9M |
JNJJOHNSON & JOHNSON COM | $1.9M |
VUGVANGUARD GROWTH INDEX FUND | $1.8M |
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF | $1.5M |
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | $1.5M |
COSTCOSTCO WHSL CORP NEW COM | $1.4M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $1.3M |
SHENSHENANDOAH TELECOMMUNICATIONS COM | $1.3M |
IYWISHARES U.S. TECHNOLOGY ETF | $1.3M |
PEPPEPSICO INC COM | $1.3M |
IWVISHARES RUSSELL 3000 ETF | $1.2M |
PNCPNC FINL SVCS GROUP INC COM | $1.2M |
MRKMERCK & CO INC COM | $1.2M |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1.1M |
VOOVANGUARD S&P 500 ETF | $1.1M |
VOOVVANGUARD S&P 500 VALUE ETF | $1.1M |
WFCWELLS FARGO CO NEW COM | $1.1M |
VTCVANGUARD TOTAL CORPORATE BOND ETF | $1.0M |
BACBK OF AMERICA CORP COM | $891K |
INTCINTEL CORP COM | $869K |
TAT&T INC COM | $864K |
KBESPDR S&P BANK ETF | $859K |
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $844K |
EMREMERSON ELEC CO COM | $842K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $828K |
PFEPFIZER INC COM | $806K |
ORCLORACLE CORP COM | $792K |
MCDMCDONALDS CORP COM | $757K |
ELVANTHEM INC COM | $754K |
UNHUNITEDHEALTH GROUP INC COM | $738K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $736K |
LLYLILLY ELI & CO COM | $687K |
HDHOME DEPOT INC COM | $661K |
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF | $660K |
SOSOUTHERN CO COM | $629K |
CSXCSX CORP COM | $614K |
VBVANGUARD SMALL-CAP INDEX FUND | $605K |
ESGUISHARES ESG AWARE MSCI USA ETF | $570K |
VHTVANGUARD HEALTH CARE INDEX FUND | $560K |
AEPAMERICAN ELEC PWR CO INC COM | $553K |
MMM3M CO COM | $551K |
VDEVANGUARD ENERGY INDEX FUND | $544K |
EFVISHARES MSCI EAFE VALUE ETF | $537K |
UNPUNION PAC CORP COM | $535K |
ENBENBRIDGE INC COM | $531K |
AXPAMERICAN EXPRESS CO COM | $523K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $517K |
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