Graves-Light Private Wealth Management, Inc. 13F Holdings
CIK 02818981 · HARRISONBURG, VA
As of Jun 30, 2024, Graves-Light Private Wealth Management, Inc. reported 182 positions worth $874.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 1,034,877 | $99.6M | 11.39% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 840,523 | $61.1M | 6.99% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 92,546 | $37.5M | 4.29% |
| APPLE INC | AAPL | Technology | 160,010 | $34.7M | 3.97% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 322,138 | $34.1M | 3.90% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 522,007 | $30.3M | 3.46% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 238,164 | $30.0M | 3.43% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 147,693 | $26.9M | 3.08% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 224,023 | $26.5M | 3.03% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 177,798 | $25.8M | 2.95% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 481,054 | $22.9M | 2.62% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 482,440 |