Graves Light Lenhart Wealth, Inc. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$650K
Holdings
169
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (169 positions)
| Stock | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $34K |
AQLTISHARES CORE MSCI EAFE ETF | $30K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $29K |
SDYSPDR S&P DIVIDEND ETF | $29K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $26K |
IJRISHARES CORE S&P SMALL CAP ETF | $26K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $23K |
AAPLAPPLE INC COM | $23K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $23K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22K |
IJHISHARES CORE S&P MID-CAP ETF | $20K |
BSVVANGUARD SHORT-TERM BOND ETF | $18K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $15K |
SCHDSchwab US Dividend ETF | $13K |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $13K |
SPHQINVESCO S&P 500 QUALITY ETF | $11K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $10K |
JPMJPMORGAN CHASE & CO COM | $9K |
GOOGLALPHABET INC CAP STK CL A | $9K |
CVXCHEVRON CORP NEW COM | $8K |
IWBISHARES RUSSELL 1000 ETF | $8K |
DFNMDimensional National Municipal Bond ETF | $7K |
BNDVANGUARD TOTAL BOND MARKET ETF | $7K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $7K |
SYYSYSCO CORP COM | $7K |
VOOVVANGUARD S&P 500 VALUE ETF | $6K |
APDAIR PRODS & CHEMS INC COM | $6K |
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $6K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6K |
MUBISHARES NATIONAL MUNI BOND ETF | $5K |
AMZNAMAZON COM INC COM | $5K |
IVEISHARES S&P 500 VALUE ETF | $5K |
DDDUPONT DE NEMOURS INC COM | $5K |
DISDISNEY WALT CO COM | $5K |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | $4K |
AQLTISHARES SELECT DIVIDEND ETF | $4K |
SPYSPDR S&P 500 ETF TRUST | $4K |
IVWISHARES S&P 500 GROWTH ETF | $4K |
IVVISHARES CORE S&P 500 ETF | $4K |
EFAISHARES MSCI EAFE ETF | $4K |
USBUS BANCORP DEL COM NEW | $3K |
GOOGALPHABET INC CAP STK CL C | $3K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3K |
IGMISHARES EXPANDED TECH SECTOR ETF | $3K |
MSFTMICROSOFT CORP COM | $3K |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $3K |
IWNISHARES RUSSELL 2000 VALUE ETF | $3K |
GSGOLDMAN SACHS GROUP INC COM | $3K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $2K |
SCHZSCHWAB US AGGREGATE BOND ETF | $2K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $2K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $2K |
PGPROCTER AND GAMBLE CO COM | $2K |
VTCVANGUARD TOTAL CORPORATE BOND ETF | $2K |
TFCTRUIST FINL CORP COM | $2K |
BMYBRISTOL-MYERS SQUIBB CO COM | $2K |
XOMEXXON MOBIL CORP COM | $2K |
DFEVDFA Emerging Value ETF | $2K |
DDOMINION ENERGY INC COM | $2K |
DFCFDIMENSIONAL CORE FIXED INCOME ETF | $2K |
EOGEOG RES INC COM | $2K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $2K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2K |
VOOGVANGUARD S&P 500 GROWTH ETF | $2K |
VBVANGUARD SMALL-CAP ETF | $2K |
COSTCOSTCO WHSL CORP NEW COM | $1K |
PEPPEPSICO INC COM | $1K |
DUKDUKE ENERGY CORP NEW COM NEW | $1K |
INTCINTEL CORP COM | $1K |
VUGVANGUARD GROWTH ETF | $1K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1K |
JNJJOHNSON & JOHNSON COM | $1K |
ELVELEVANCE HEALTH INC COM | $1K |
PFEPFIZER INC COM | $1K |
IWVISHARES RUSSELL 3000 ETF | $1K |
LLYLILLY ELI & CO COM | $1K |
IBBISHARES BIOTECHNOLOGY ETF | $1K |
BACVERIZON COMMUNICATIONS INC COM | $1K |
MRKMERCK & CO INC COM | $1K |
FXNCFIRST NATL CORP COM | $1K |
VOVANGUARD MID-CAP ETF | $1K |
BBHYJPMORGAN RESEARCH ENHANCED HIGH YIELD ETF | $1K |
VMWEURVMWARE INC CL A COM | $0 |
AEPAMERICAN ELEC PWR CO INC COM | $0 |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $0 |
SOSOUTHERN CO COM | $0 |
ESGUISHARES ESG AWARE MSCI USA ETF | $0 |
RVTROYCE VALUE TR INC COM | $0 |
MMM3M CO COM | $0 |
GQ9SPDR GOLD SHARES | $0 |
DFAIDFA International Core Equity Market ETF | $0 |
DEDEERE & CO COM | $0 |
METMETLIFE INC COM | $0 |
UDRUDR INC COM | $0 |
BACBANK AMERICA CORP COM | $0 |
IBMINTERNATIONAL BUSINESS MACHS COM | $0 |
PNCPNC FINL SVCS GROUP INC COM | $0 |
KBESPDR S&P BANK ETF | $0 |
AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND | $0 |
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