| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 12.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 23 | Q2 2024 | 5.7% |
| SPDR S&P DIVIDEND ETF | 23 | Q2 2024 | 5.4% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 23 | Q2 2024 | 6.1% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 4.1% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 3.9% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 23 | Q2 2024 | 4.9% |
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 4.0% |
| ISHARES TR | 23 | Q2 2024 | 4.4% |
| ISHARES TR | 23 | Q2 2024 | 3.6% |
View Graves Light Lenhart Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR/A | 2024-05-10 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
View Graves Light Lenhart Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.