Graves Light Lenhart Wealth, Inc. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$703K
Holdings
749
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (749 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $34.5M |
AAPLAPPLE INC COM | $33.6M |
SDYSPDR S&P DIVIDEND ETF | $29.5M |
BSVVANGUARD SHORT-TERM BOND INDEX FUND | $28.5M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $26.5M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $25.4M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $25.4M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $22.3M |
IJRISHARES S&P SMALL-CAP FUND | $21.3M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $17.2M |
IJHISHARES S&P MIDCAP FUND | $17.2M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $16.4M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $13.2M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $12.6M |
SCHDSchwab US Dividend ETF | $11.7M |
SPHQINVESCO S&P 500 QUALITY ETF | $11.4M |
IWBISHARES RUSSELL 1000 ETF | $11.3M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $11.0M |
JPMJPMORGAN CHASE & CO COM | $10.8M |
AQLTISHARES CORE MSCI EAFE ETF | $10.7M |
MUBISHARES NATIONAL MUNI BOND ETF | $9.7M |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $9.3M |
USBUS BANCORP DEL COM NEW | $8.3M |
SYYSYSCO CORP COM | $8.3M |
VXFVANGUARD EXTENDED MARKET INDEX FUND | $6.7M |
BNDVANGUARD TOTAL BOND MARKET INDEX FUND | $6.2M |
EFAISHARES MSCI EAFE ETF | $6.1M |
IGMISHARES EXPANDED TECH SECTOR ETF | $6.0M |
MSFTMICROSOFT CORP COM | $5.9M |
CVXCHEVRON CORP NEW COM | $5.8M |
IVVISHARES CORE S&P 500 ETF | $5.6M |
DDDUPONT DE NEMOURS INC COM | $5.4M |
SCHZSCHWAB US AGGREGATE BOND ETF | $5.3M |
SPYSPDR S&P 500 ETF | $5.3M |
IVEISHARES S&P 500 VALUE ETF | $5.3M |
IWNISHARES RUSSELL 2000 VALUE ETF | $5.0M |
BMYBRISTOL-MYERS SQUIBB CO COM | $4.9M |
APDAIR PRODS & CHEMS INC COM | $4.8M |
INTCINTEL CORP COM | $4.8M |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $4.7M |
IVWISHARES S&P 500 GROWTH ETF | $4.6M |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $4.5M |
AQLTISHARES SELECT DIVIDEND ETF | $4.4M |
EOGEOG RES INC COM | $3.8M |
TFCTRUIST FINL CORP COM | $3.8M |
DISDISNEY WALT CO COM | $3.7M |
DDOMINION ENERGY INC COM | $3.7M |
GSGOLDMAN SACHS GROUP INC COM | $3.7M |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3.5M |
ACWXISHARES MSCI ACWI EX US INDEX FUND | $3.4M |
PGPROCTER AND GAMBLE CO COM | $3.1M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF | $2.8M |
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF | $2.6M |
VTCVANGUARD TOTAL CORPORATE BOND ETF | $2.6M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.4M |
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $2.4M |
BACVERIZON COMMUNICATIONS INC COM | $2.3M |
IBBISHARES BIOTECHNOLOGY FUND | $2.3M |
VUGVANGUARD GROWTH INDEX FUND | $2.0M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.0M |
JNJJOHNSON & JOHNSON COM | $1.9M |
FXNCFIRST NATL CORP COM | $1.9M |
XOMEXXON MOBIL CORP COM | $1.9M |
PEPPEPSICO INC COM | $1.5M |
STPZPIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | $1.5M |
IYWISHARES U.S. TECHNOLOGY ETF | $1.5M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $1.4M |
IWVISHARES RUSSELL 3000 ETF | $1.3M |
PNCPNC FINL SVCS GROUP INC COM | $1.3M |
VOOVANGUARD S&P 500 ETF | $1.3M |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1.2M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $1.2M |
MRKMERCK & CO INC COM | $1.2M |
VOOVVANGUARD S&P 500 VALUE ETF | $1.2M |
PFEPFIZER INC COM | $1.1M |
WFCWELLS FARGO CO NEW COM | $1.1M |
SHENSHENANDOAH TELECOMMUNICATIONS COM | $1.1M |
BACBK OF AMERICA CORP COM | $968K |
ELVANTHEM INC COM | $959K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $900K |
MCDMCDONALDS CORP COM | $889K |
KBESPDR S&P BANK ETF | $885K |
HDHOME DEPOT INC COM | $879K |
EMREMERSON ELEC CO COM | $831K |
LLYLILLY ELI & CO COM | $822K |
ORCLORACLE CORP COM | $793K |
CSXCSX CORP COM | $777K |
TAT&T INC COM | $765K |
VOVANGUARD MID-CAP INDEX FUND | $718K |
SOSOUTHERN CO COM | $697K |
UNPUNION PAC CORP COM | $692K |
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF | $655K |
VBVANGUARD SMALL-CAP INDEX FUND | $634K |
ESGUISHARES ESG AWARE MSCI USA ETF | $625K |
ITWILLINOIS TOOL WKS INC COM | $613K |
AEPAMERICAN ELEC PWR CO INC COM | $608K |
VHTVANGUARD HEALTH CARE INDEX FUND | $604K |
KOCOCA COLA CO COM | $585K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $580K |
VDEVANGUARD ENERGY INDEX FUND | $571K |
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