Graves Light Lenhart Wealth, Inc. Incresed Positions in Q2 2025

Graves Light Lenhart Wealth, Inc.

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
23.3K
+ 2.76%
$67.83 - $84.09 $1.58M - $1.96M
867K $72.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.1K
+ 3.48%
$299.15 - $396.54 $330K - $438K
32.8K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.9K
+ 1.73%
$90.56 - $109.49 $444K - $536K
288K $31.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.22K
+ 0.25%
$51.16 - $62.02 $62.5K - $75.8K
491K $30.5M
DFAX
Dimensional ETF Tr
62.3K
+ 525.26%
$23.37 - $29.39 $1.46M - $1.83M
74.2K $2.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
+ 1.29%
$96.84 - $99.46 $1.24M - $1.28M
1.01M $100M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
30.7K
+ 4.71%
$41.1 - $42.37 $1.26M - $1.3M
683K $28.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.95K
+ 2.85%
$23.66 - $29.99 $212K - $268K
323K $9.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
15.9K
+ 6.21%
$36.25 - $42.28 $577K - $673K
272K $11.5M
MUB
Ishares National Muni Bond ETF

ETFs
6.93K
+ 71.2%
$102.31 - $105.8 $709K - $733K
16.7K $1.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.2K
+ 2.77%
$77.74 - $78.78 $560K - $568K
267K $21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.25K
+ 2.27%
$77.94 - $79.5 $487K - $497K
281K $22.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.34K
+ 3.64%
$72.02 - $73.82 $313K - $321K
124K $9.11M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.86K
+ 7.47%
$48.13 - $49.85 $378K - $392K
113K $5.55M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.87K
+ 18.98%
$52.31 - $63.72 $202K - $246K
24.2K $1.54M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7
+ 0.01%
$49.48 - $61.22 $346 - $429
47.9K $2.92M
WFC
Wells Fargo & Company

Financial Services
3
+ 0.01%
$60.98 - $80.12 $183 - $240
21.1K $1.69M
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$221.03 - $294.78 $221 - $295
3.31K $974K
VT
Vanguard Total World Stk Index

ETFs
24
+ 0.21%
$103.16 - $128.52 $2.48K - $3.08K
11.4K $1.46M
BAC
Bank Of America Corp

Financial Services
8
+ 0.03%
$34.39 - $47.46 $275 - $380
25K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.07%
$908.13 - $1056.85 $1.82K - $2.11K
2.95K $2.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 2.3%
$456.74 - $568.03 $17.8K - $22.2K
1.74K $986K
DFAI
Dimensional ETF Tr

ETFs
926
+ 3.37%
$28.02 - $34.71 $25.9K - $32.1K
28.4K $982K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
960
+ 0.65%
$49.57 - $50.27 $47.6K - $48.3K
150K $7.52M
IJS
Ishares S&P Smallcap 600 Value

ETFs
39
+ 0.1%
$83.54 - $100.04 $3.26K - $3.9K
40.6K $4.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.44K
+ 2.34%
$50.52 - $50.92 $72.7K - $73.3K
63.1K $3.21M
VBR
Vanguard Small Cap Value ETF

ETFs
184
+ 4.49%
$162.76 - $195.77 $29.9K - $36K
4.28K $834K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$273.94 - $388.21 $274 - $388
1.23K $478K
D
Dominion Energy, Inc

Utilities
958
+ 2.83%
$49.66 - $58.0 $47.6K - $55.6K
34.8K $1.97M
CSX
Csx Corp

Industrials
17
+ 0.08%
$26.69 - $32.91 $454 - $559
20.6K $671K
MET
Metlife Inc

Financial Services
641
+ 15.2%
$68.42 - $82.49 $43.9K - $52.9K
4.86K $390K
DFAU
Dimensional ETF Tr

ETFs
78
+ 1.2%
$34.04 - $42.36 $2.66K - $3.3K
6.57K $278K
DFSV
Dimensional ETF Tr Dimensional

ETFs
59
+ 0.3%
$24.21 - $29.47 $1.43K - $1.74K
19.5K $574K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17
+ 0.25%
$29.12 - $35.84 $495 - $609
6.83K $244K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.05%
$104.87 - $127.3 $105 - $127
1.91K $242K
DE
Deere & CO

Industrials
1
+ 0.22%
$412.99 - $531.48 $413 - $531
456 $231K
VPU
Vanguard Utilities ETF

ETFs
4
+ 0.21%
$158.36 - $178.82 $633 - $715
1.92K $338K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30
+ 0.05%
$22.68 - $23.28 $680 - $698
56.8K $1.32M
Proshares Tr
120
+ 0.7%
N/A
17.3K $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$68.37 - $73.9 $68.4 - $73.9
9.65K $682K
ALL
Allstate Corp

Financial Services
1
+ 0.04%
$180.53 - $212.64 $181 - $213
2.45K $492K
DUK
Duke Energy Corp

Utilities
433
+ 2.41%
$112.46 - $124.05 $48.7K - $53.7K
18.4K $2.17M
MRK
Merck & Co., Inc.

Healthcare
1.49K
+ 9.84%
$73.47 - $87.12 $109K - $130K
16.6K $1.32M
XOM
Exxon Mobil Corp

Energy
2.64K
+ 8.5%
$99.93 - $119.04 $264K - $314K
33.7K $3.63M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.06%
$146.36 - $159.82 $732 - $799
8.22K $1.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.5K
+ 2.38%
$24.32 - $27.87 $353K - $405K
625K $16.6M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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