StockDriftsStockDriftsTop 25 Graver Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 28.98% | 537.9K | $38.1M | +6.10%(+30.92K) | $63.90(+26.32%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 14.07% | 191.6K | $18.5M | +7.74%(+13.76K) | $94.81(+4.90%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.69% | 246.5K | $15.4M | +5.26%(+12.32K) | $55.72(+18.15%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 11.28% | 381.0K | $14.8M | +4.61%(+16.78K) | $31.25(+33.26%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.69% | 302.2K | $12.8M | +11.07%(+30.12K) | $42.27(-0.07%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.17% | 239.7K | $8.1M | +4.05%(+9.34K) | $26.85(+48.05%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.97% | 260.5K | $6.5M | +2.80%(+7.10K) | $22.61(+26.34%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.14% | 103.1K | $5.4M | +3.48%(+3.47K) | $37.71(+47.57%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.17% | 27.0K | $2.9M | +4.14%(+1.07K) | $107.31(-0.62%) | 2026-03-31 | |
| PEBO | PEOPLES BANCORP INC | 1.42% | 57.0K | $1.9M | +0.00%(+0) | $30.89(+7.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.42% |
| Top 20 Holdings Unweighted | +8.90% | +29.16% |
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