Graves Light Lenhart Wealth, Inc.
CIK Number: 0001759803
Main Sectors:
Top Industries:
Filing Date: Jul 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.... | 101.08 | +0.34% | 1.01M | +1.29% | 100.29M | 98.07 | 11.93% | Share |
| 2 | IEFA | iShares Core MS... | 88.02 | +0.47% | 867.01K | +2.76% | 72.38M | 67.08 | 8.61% | Share |
| 3 | BRK-B | Berkshire Hatha... | 488.76 | -1.54% | 74.4K | -6.36% | 36.14M | 201.22 | 4.30% | Share |
| 4 | IJR | iShares Core S&... | 117.82 | -1.28% | 288.2K | +1.73% | 31.5M | 93.35 | 3.75% | Share |
| 5 | IJH | iShares Core S&... | 64.35 | -1.21% | 491.39K | +0.25% | 30.48M | 44.72 | 3.63% | Share |
| 6 | DFCF | Dimensional Cor... | 43.23 | +0.29% | 682.53K | +4.71% | 28.84M | 41.82 | 3.43% | Share |
| 7 | SDY | SPDR S&P Divide... | 138.31 | -0.9% | 189.85K | -0.76% | 25.77M | 92.96 | 3.07% | Share |
| 8 | VYM | Vanguard High D... | 139.49 | -1.01% | 183.04K | -2.94% | 24.4M | 83.62 | 2.90% | Share |
| 9 | VIG | Vanguard Divide... | 215.13 | -0.88% | 117.04K | -1.5% | 23.95M | 105.81 | 2.85% | Share |
| 10 | AAPL | Apple Inc. | 247.45 | -0.76% | 109.95K | -6.09% | 22.56M | 193.97 | 2.68% | Share |
| 11 | VCSH | Vanguard Short-... | 80.07 | +0.14% | 281.33K | +2.27% | 22.37M | 79.83 | 2.66% | Share |
| 12 | BSV | Vanguard Short-... | 79.19 | +0.20% | 267K | +2.77% | 21.01M | 79.85 | 2.50% | Share |
| 13 | XLV | Health Care Sel... | 142.33 | -0.16% | 140.97K | -1.85% | 19M | 92.5 | 2.26% | Share |
| 14 | SCHD | Schwab U.S. Div... | 26.58 | -0.74% | 625.01K | +2.38% | 16.56M | 22.79 | 1.97% | Share |
| 15 | SPHQ | Invesco S&P 500... | 73.00 | -0.66% | 229.62K | -3.17% | 16.36M | 35.47 | 1.95% | Share |
| 16 | GOOGL | Alphabet Inc. | 251.46 | +0.17% | 77.13K | -3.02% | 13.59M | 68.28 | 1.62% | Share |
| 17 | VOOG | Vanguard S&P 50... | 431.92 | -0.5% | 32.79K | +3.48% | 13M | 262.52 | 1.55% | Share |
| 18 | VOOV | Vanguard S&P 50... | 197.66 | -0.85% | 62.34K | +2.68% | 11.76M | 155 | 1.40% | Share |
| 19 | DFNM | Dimensional Nat... | 48.29 | +0.23% | 246.06K | -2.04% | 11.67M | 47.33 | 1.39% | Share |
| 20 | DFUV | Dimensional US ... | 44.09 | -1.1% | 272.24K | +6.21% | 11.51M | 36.34 | 1.37% | Share |
Page 1 of 10