Graves-Light Private Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Graves-Light Private Wealth Management, Inc. | Institutional Filer | ▲ 1.92% | $961.1M | 197 |
Current Portfolio Holdings
Showing all 197 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 1.0M | $103.4M | 10.76% |
| 2 | IEFA | ISHARES TR | — | 958K | $86.8M | 9.03% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | — | 1.3M | $54.4M | 5.66% |
| 4 | IJR | ISHARES TR | — | 303K | $37.6M | 3.92% |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 74K | $35.3M | 3.67% |
| 6 | IJH | ISHARES TR | — | 510K | $34.4M | 3.58% |
| 7 | AAPL | Apple Inc. | Technology | 108K | $27.4M | 2.85% |
| 8 | VYM | VANGUARD WHITEHALL FDS | — | 181K | $26.8M | 2.79% |
| 9 | SDY | SPDR SERIES TRUST | — | 182K | $26.6M | 2.76% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | — | 321K | $25.4M | 2.64% |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | — | 115K | $24.7M | 2.57% |
| 12 | BSV | VANGUARD BD INDEX FDS | — | 306K | $24.0M | 2.50% |
| 13 | DFNM | DIMENSIONAL ETF TRUST | — | 483K | $23.1M | 2.41% |
| 14 | XLV | Health Care Select Sector SPDR Fund | — | 143K | $20.9M | 2.18% |
| 15 | SCHD | SCHWAB STRATEGIC TR | — | 673K | $20.7M | 2.15% |
Showing 1 to 15 of 197 holdings