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Jeffrey G. Lenhart

@Graves Light Lenhart Wealth, Inc.

Latest period2024 - Q4ReportedManaged Assets$804.362MTotal holdings185
Assets growth rate-1.08%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Graves Light Lenhart Wealth, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Graves Light Lenhart Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 804.362M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by Jeffrey G. Lenhart, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Increased 1.66%
12%
$96.471M
995,574 shares@ $96.91 avg price
IEFAIshares Tr
Recent Activity
Increased 2.52%
7.13%
$57.336M
815,827 shares@ $70.28 avg price
IJRIshares Tr
Recent Activity
Increased 1.31%
4%
$32.102M
278,618 shares@ $115.22 avg price
IJHIshares Tr
Recent Activity
Increased 1.15%
3.73%
$29.998M
481,432 shares@ $62.32 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.07%
3%
$24.096M
188,854 shares@ $127.6 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 18.98%
2.74%
$22.023M
533,627 shares@ $41.27 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 3.73%
2.64%
$21.192M
271,651 shares@ $78.02 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 6.4%
2.44%
$19.549M
252,999 shares@ $77.27 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 202.44%
2.07%
$16.604M
607,770 shares@ $27.33 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 0.63%
1.94%
$15.602M
232,754 shares@ $67.04 avg price