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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.13%
4.58%
$36.765M
81,108 shares@ $453.28 avg price
IJRIshares Tr
Recent Activity
Increased 1.31%
4%
$32.102M
278,618 shares@ $115.22 avg price
AAPLApple Inc
Recent Activity
Decreased -0.8%
3.76%
$30.206M
120,620 shares@ $250.42 avg price
IJHIshares Tr
Recent Activity
Increased 1.15%
3.73%
$29.998M
481,432 shares@ $62.32 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -0.77%
3.16%
$25.416M
192,403 shares@ $132.1 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.07%
3%
$24.096M
188,854 shares@ $127.6 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.85%
2.92%
$23.456M
119,778 shares@ $195.84 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 18.98%
2.74%
$22.023M
533,627 shares@ $41.27 avg price