Graves Light Lenhart Wealth, Inc. Q4 2020 Filing
Filed February 4, 2021
Portfolio Value
$536.3M
Holdings
722
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (722 positions)
| Stock | Value |
|---|---|
BSVVANGUARD SHORT-TERM BOND INDEX FUND | $30K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $26K |
AAPLAPPLE INC COM | $24K |
SDYSPDR S&P DIVIDEND ETF | $23K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $20K |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $20K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $19K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $17K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $14K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $12K |
JPMJPMORGAN CHASE & CO COM | $12K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $11K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $11K |
IJHISHARES S&P MIDCAP FUND | $11K |
SPHQINVESCO S&P 500 QUALITY ETF | $11K |
IJRISHARES S&P SMALL-CAP FUND | $10K |
BACVERIZON COMMUNICATIONS INC COM | $9K |
IWBISHARES RUSSELL 1000 ETF | $9K |
SYYSYSCO CORP COM | $8K |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $8K |
MUBISHARES NATIONAL MUNI BOND ETF | $7K |
GOOGLALPHABET INC CAP STK CL A | $7K |
USBUS BANCORP DEL COM NEW | $7K |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $6K |
GSGOLDMAN SACHS GROUP INC COM | $6K |
SCHZSCHWAB US AGGREGATE BOND ETF | $6K |
EFAISHARES MSCI EAFE ETF | $6K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $5K |
SCHDSchwab US Dividend ETF | $5K |
CVXCHEVRON CORP NEW COM | $5K |
AQLTISHARES SELECT DIVIDEND ETF | $5K |
IGMISHARES EXPANDED TECH SECTOR ETF | $5K |
BNDVANGUARD TOTAL BOND MARKET INDEX FUND | $5K |
IVVISHARES CORE S&P 500 ETF | $5K |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $4K |
SPYSPDR S&P 500 ETF | $4K |
AQLTISHARES CORE MSCI EAFE ETF | $4K |
IWNISHARES RUSSELL 2000 VALUE ETF | $4K |
GOOGALPHABET INC CAP STK CL C | $4K |
DISDISNEY WALT CO COM | $4K |
DDOMINION ENERGY INC COM | $4K |
MSFTMICROSOFT CORP COM | $4K |
BMYBRISTOL-MYERS SQUIBB CO COM | $3K |
ACWXISHARES MSCI ACWI EX US INDEX FUND | $3K |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3K |
TFCTRUIST FINL CORP COM | $3K |
APDAIR PRODS & CHEMS INC COM | $3K |
IVWISHARES S&P 500 GROWTH ETF | $3K |
PGPROCTER AND GAMBLE CO COM | $3K |
IVEISHARES S&P 500 VALUE ETF | $2K |
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | $2K |
EOGEOG RES INC COM | $2K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | $2K |
DUKDUKE ENERGY CORP NEW COM NEW | $2K |
PKGPACKAGING CORP AMER COM | $2K |
JNJJOHNSON & JOHNSON COM | $2K |
SHENSHENANDOAH TELECOMMUNICATIONS COM | $2K |
FXNCFIRST NATL CORP COM | $2K |
XOMEXXON MOBIL CORP COM | $2K |
VUGVANGUARD GROWTH INDEX FUND | $2K |
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | $1K |
MRKMERCK & CO. INC COM | $1K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $1K |
PEPPEPSICO INC COM | $1K |
COSTCOSTCO WHSL CORP NEW COM | $1K |
VOOVANGUARD S&P 500 ETF | $1K |
IYWISHARES U.S. TECHNOLOGY ETF | $1K |
IWVISHARES RUSSELL 3000 ETF | $1K |
TAT&T INC COM | $1K |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1K |
PNCPNC FINL SVCS GROUP INC COM | $911 |
XRTSPDR S&P RETAIL ETF | $863 |
INTCINTEL CORP COM | $724 |
EMREMERSON ELEC CO COM | $720 |
KBESPDR S&P BANK ETF | $719 |
SOSOUTHERN CO COM | $717 |
UNHUNITEDHEALTH GROUP INC COM | $712 |
ELVANTHEM INC COM | $711 |
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF | $699 |
MCDMCDONALDS CORP COM | $685 |
WFCWELLS FARGO CO NEW COM | $684 |
CSXCSX CORP COM | $678 |
BACBK OF AMERICA CORP COM | $657 |
VOOVVANGUARD S&P 500 VALUE ETF | $637 |
PFEPFIZER INC COM | $636 |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND | $611 |
ORCLORACLE CORP COM | $606 |
MMM3M CO COM | $583 |
UNPUNION PAC CORP COM | $552 |
KOCOCA COLA CO COM | $545 |
VBVANGUARD SMALL-CAP INDEX FUND | $544 |
ITWILLINOIS TOOL WKS INC COM | $520 |
LLYLILLY ELI & CO COM | $500 |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $491 |
IWMISHARES RUSSELL 2000 ETF | $490 |
ESGUISHARES ESG AWARE MSCI USA ETF | $482 |
EMNEASTMAN CHEM CO COM | $464 |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $463 |
GEGENERAL ELECTRIC CO COM | $460 |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $454 |
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