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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
VOOVVanguard Admiral Fds Inc
Recent Activity
Increased 14.3%
1.34%
$10.71M
58,044 shares@ $184.51 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 1.38%
1.24%
$9.911M
242,207 shares@ $40.93 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.72%
1.22%
$9.812M
40,934 shares@ $239.71 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.16%
1.17%
$9.38M
130,446 shares@ $71.92 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.66%
1.02%
$8.196M
28,282 shares@ $289.81 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 1.71%
0.98%
$7.866M
300,108 shares@ $26.22 avg price
SYYSysco Corp
Recent Activity
Decreased -3.28%
0.92%
$7.376M
96,463 shares@ $76.47 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -4.36%
0.87%
$6.993M
76,483 shares@ $91.43 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 2.22%
0.87%
$6.954M
143,621 shares@ $48.42 avg price
HYSPimco Etf Tr
Recent Activity
Decreased -10.78%
0.84%
$6.742M
71,970 shares@ $93.69 avg price