Graves Light Lenhart Wealth, Inc. Incresed Positions in Q4 2024

Graves Light Lenhart Wealth, Inc.

  • $801 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
85.1K
+ 18.98%
$41.17 - $43.34 $3.5M - $3.69M
534K $22.1M
VOOV
Vanguard S&P 500 Value ETF

ETFs
7.26K
+ 14.3%
$184.21 - $199.29 $1.34M - $1.45M
58K $10.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.2K
+ 6.4%
$77.02 - $78.58 $1.17M - $1.2M
253K $19.5M
LOW
Lowes Companies Inc

Consumer Cyclical
2.19K
+ 155.17%
$244.52 - $284.07 $536K - $622K
3.6K $889K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12.3K
+ 5.55%
$47.65 - $48.6 $584K - $596K
233K $11.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.76K
+ 3.72%
$77.86 - $79.27 $760K - $773K
272K $21.2M
DFAI
Dimensional ETF Tr

ETFs
13.2K
+ 117.45%
$29.0 - $31.6 $383K - $417K
24.4K $713K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.46K
+ 1.15%
$61.68 - $67.87 $337K - $371K
481K $30M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.66K
+ 116.03%
$58.88 - $64.8 $333K - $367K
10.5K $621K
IJS
Ishares S&P Smallcap 600 Value

ETFs
668
+ 1.67%
$104.59 - $118.05 $69.9K - $78.9K
40.6K $4.41M
BAC
Bank Of America Corp

Financial Services
8
+ 0.03%
$39.22 - $47.77 $314 - $382
24.9K $1.09M
T
At&T Inc.

Communication Services
1.71K
+ 8.55%
$21.22 - $23.88 $36.3K - $40.9K
21.7K $494K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.22K
+ 2.32%
$50.67 - $50.9 $61.8K - $62K
53.8K $2.73M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.44K
+ 0.62%
$65.67 - $69.79 $94.6K - $100K
233K $15.6M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$571.78 - $647.97 $572 - $648
1.14K $706K
VBR
Vanguard Small Cap Value ETF

ETFs
215
+ 5.54%
$197.36 - $217.3 $42.4K - $46.7K
4.09K $811K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.98%
$521.84 - $558.82 $9.91K - $10.6K
1.95K $1.05M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.11K
+ 2.21%
$48.33 - $49.08 $150K - $153K
144K $6.95M
VFH
Vanguard Financial ETF

ETFs
6
+ 0.32%
$108.87 - $126.2 $653 - $757
1.9K $224K
SCHO
Schwab Short Term Us Treasury

ETFs
6.82K
+ 113.81%
$24.06 - $48.88 $164K - $334K
12.8K $308K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.02%
$417.69 - $450.94 $418 - $451
5.25K $2.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.01K
+ 2.24%
$49.79 - $51.14 $100K - $103K
91.7K $4.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.31K
+ 200.0%
$22.01 - $66.82 $205K - $622K
14K $317K
ALL
Allstate Corp

Financial Services
1
+ 0.04%
$181.25 - $208.2 $181 - $208
2.44K $470K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.24%
$33.92 - $36.6 $543 - $586
6.8K $235K
DFSV
Dimensional ETF Tr Dimensional

ETFs
55
+ 0.28%
$30.18 - $33.87 $1.66K - $1.86K
19.4K $598K
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$204.9 - $238.04 $205 - $238
3.3K $725K
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.12%
$117.09 - $123.07 $1.64K - $1.72K
11.4K $1.34M
PFE
Pfizer Inc

Healthcare
29
+ 0.25%
$24.8 - $30.19 $719 - $876
11.5K $306K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$360.37 - $416.88 $360 - $417
1.23K $446K
CVX
Chevron Corp

Energy
417
+ 1.02%
$141.15 - $162.53 $58.9K - $67.8K
41.3K $5.98M
CSX
Csx Corp

Industrials
15
+ 0.07%
$31.58 - $36.88 $474 - $553
20.8K $670K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.28K
+ 1.37%
$40.38 - $44.35 $132K - $145K
242K $9.91M
SHEN
Shenandoah Telecommunications CO

Communication Services
3
+ 0.01%
$12.42 - $15.58 $37.3 - $46.7
37.3K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.6K
+ 1.31%
$113.92 - $127.38 $410K - $458K
279K $32.1M
VZ
Verizon Communications Inc

Communication Services
992
+ 4.32%
$39.6 - $45.21 $39.3K - $44.8K
24K $958K
DVY
Ishares Tr

ETFs
224
+ 0.74%
$129.55 - $143.41 $29K - $32.1K
30.7K $4.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
126
+ 0.07%
$126.68 - $134.74 $16K - $17K
189K $24.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27K
+ 86.78%
$22.63 - $47.53 $610K - $1.28M
58.1K $1.32M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.04%
$727.2 - $932.06 $727 - $932
2.8K $2.16M
ELV
Elevance Health, Inc.

Healthcare
195
+ 7.11%
$365.96 - $514.62 $71.4K - $100K
2.94K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
2.67K
+ 2.66%
$47.57 - $52.44 $127K - $140K
103K $4.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
407K
+ 202.44%
$26.93 - $84.95 $11M - $34.6M
608K $16.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
41
+ 0.06%
$57.29 - $63.1 $2.35K - $2.59K
70.2K $4.03M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.03K
+ 1.7%
$26.16 - $29.13 $132K - $146K
300K $7.87M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.2K
+ 1.66%
$96.64 - $101.23 $1.57M - $1.64M
996K $96.5M
IEFA
Ishares Tr

ETFs
20K
+ 2.51%
$70.06 - $77.43 $1.4M - $1.55M
816K $57.3M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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