StockDriftsStockDriftsTop 50 Graves Light Lenhart Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 10.76% | 1.04M | $103.4M | -0.38%(-4.03K) | $99.32(-0.55%) | 2026-03-31 | |
| IEFA | ISHARES TR | 9.03% | 958.3K | $86.8M | +2.94%(+27.36K) | $69.05(+38.21%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.66% | 1.29M | $54.4M | +11.08%(+128.50K) | $42.09(+0.38%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.92% | 302.7K | $37.6M | +3.34%(+9.78K) | $96.77(+42.73%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.67% | 73.7K | $35.3M | -0.85%(-631) | $206.73(+125.18%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.58% | 510.0K | $34.4M | +3.14%(+15.54K) | $46.50(+57.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 108.1K | $27.4M | -0.22%(-242) | $52.86(+437.61%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.79% | 181.0K | $26.8M | +0.03%(+58) | $83.48(+87.27%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.76% | 182.0K | $26.6M | +0.05%(+91) | $98.39(+50.91%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.64% | 320.5K | $25.4M | +3.60%(+11.13K) | $80.26(-1.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.26% | +26.88% |
| Top 20 Holdings Unweighted | +10.10% | +33.47% |
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