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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 3.73%
2.64%
$21.192M
271,651 shares@ $78.02 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.9%
2.48%
$19.905M
144,690 shares@ $137.57 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
GOOGLAlphabet Inc
Recent Activity
Decreased -0.9%
1.89%
$15.166M
80,115 shares@ $189.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.33%
1.39%
$11.157M
50,854 shares@ $219.39 avg price
DFNMDimensional Etf Trust
Recent Activity
Increased 5.55%
1.39%
$11.145M
233,305 shares@ $47.77 avg price
IWBIshares Tr
Recent Activity
1.37%
$10.987M
34,103 shares@ $322.16 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -0.44%
1.37%
$10.955M
29,926 shares@ $366.06 avg price