$452 Million is the total value of Graves Light Lenhart Wealth, Inc.'s 169 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | MEDTRONIC PLC | $240,000 | – | 2,313 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TR | $219,000 | – | 1,237 | +100.0% | 0.05% | – |
| V | New | VISA INC | $212,000 | – | 1,059 | +100.0% | 0.05% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $213,000 | – | 2,951 | +100.0% | 0.05% | – |
| CPRT | New | COPART INC | $210,000 | – | 1,996 | +100.0% | 0.05% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $209,000 | – | 1,998 | +100.0% | 0.05% | – |
| HON | New | HONEYWELL INTL INC | $202,000 | – | 1,229 | +100.0% | 0.04% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $43,000 | – | 10,452 | +100.0% | 0.01% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $35,000 | – | 12,775 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 5.7% |
| SPDR S&P DIVIDEND ETF | 20 | Q3 2023 | 5.4% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 20 | Q3 2023 | 6.1% |
| ISHARES TR | 20 | Q3 2023 | 12.1% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 20 | Q3 2023 | 4.9% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.9% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 4.0% |
| ISHARES TR | 20 | Q3 2023 | 4.4% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 20 | Q3 2023 | 2.7% |
View Graves Light Lenhart Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
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.