Filling information for Graves Light Lenhart Wealth, Inc. as Treemap, investor disclosed 189 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 92206C102 | 92206C102 | VANGUARD SHORT-TERM TREASURY ETF | ETF | 2569653 | 43896 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO COM | Stock | 2052723 | 29617 | |
| 02079K305 | 02079K305 | ALPHABET INC CAP STK CL A | Stock | 11648775 | 112299 | |
| 68389X105 | 68389X105 | ORACLE CORP COM | Stock | 831529 | 8949 | |
| 909907107 | 909907107 | UNITED BANKSHARES INC WEST VA COM | Stock | 235840 | 6700 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO COM | Stock | 8843353 | 67864 | |
| 92204A306 | 92204A306 | VANGUARD ENERGY ETF | ETF | 783960 | 6863 | |
| 46641Q654 | 46641Q654 | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 11067256 | 217902 | |
| 808524797 | 808524797 | Schwab US Dividend ETF | ETF | 14108548 | 192845 | |
| 594918104 | 594918104 | MICROSOFT CORP COM | Stock | 4498144 | 15602 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO COM | Stock | 2689680 | 18089 | |
| 921909768 | 921909768 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 246457 | 4464 | |
| 32106V107 | 32106V107 | FIRST NATL CORP COM | Stock | 1227441 | 77637 | |
| 149123101 | 149123101 | CATERPILLAR INC COM | Stock | 290514 | 1270 | |
| 81369Y407 | 81369Y407 | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 256093 | 1713 | |
| 921937835 | 921937835 | VANGUARD TOTAL BOND MARKET ETF | ETF | 8562708 | 115979 | |
| 808524839 | 808524839 | SCHWAB US AGGREGATE BOND ETF | ETF | 2301123 | 49054 | |
| 92204A504 | 92204A504 | VANGUARD HEALTH CARE ETF | ETF | 572066 | 2399 | |
| 921932703 | 921932703 | VANGUARD S&P 500 VALUE ETF | ETF | 6321272 | 43090 | |
| 97717W406 | 97717W406 | WISDOMTREE U.S. AI ENHANCED VALUE FUND | ETF | 346108 | 3776 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC COM | Stock | 6171833 | 21489 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS COM | Stock | 435873 | 3325 | |
| 921943858 | 921943858 | VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 3708870 | 82109 | |
| 46435G425 | 46435G425 | ISHARES ESG AWARE MSCI USA ETF | ETF | 345971 | 3825 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC COM | Stock | 1127612 | 28995 | |
| 464288588 | 464288588 | ISHARES MBS ETF | ETF | 239526 | 2529 | |
| 464287762 | 464287762 | ISHARES U.S. HEALTHCARE ETF | ETF | 399487 | 1463 | |
| 464287689 | 464287689 | ISHARES RUSSELL 3000 ETF | ETF | 1124318 | 4776 | |
| 25434V203 | 25434V203 | DFA International Core Equity Market ETF | ETF | 230342 | 8547 | |
| 695156109 | 695156109 | PACKAGING CORP AMER COM | Stock | 1801736 | 12978 | |
| 09257R101 | 09257R101 | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | CEF | 106500 | 10000 | |
| 921908844 | 921908844 | VANGUARD DIVIDEND APPRECIATION ETF | ETF | 23954852 | 155541 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION COM | Stock | 19491 | 426 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP COM | Stock | 2009304 | 58924 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC COM | Stock | 3323604 | 10161 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON COM | Stock | 1304095 | 8414 | |
| 921937827 | 921937827 | VANGUARD SHORT-TERM BOND ETF | ETF | 20750488 | 271284 | |
| 46429B689 | 46429B689 | ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 205139 | 3032 | |
| 30040W108 | 30040W108 | EVERSOURCE ENERGY COM | Stock | 21756 | 278 | |
| 464287812 | 464287812 | ISHARES U.S. CONSUMER STAPLES ETF | ETF | 441693 | 2217 | |
| 922908736 | 922908736 | VANGUARD GROWTH ETF | ETF | 1483470 | 5947 | |
| 46641Q878 | 46641Q878 | JPMORGAN USD High Yield Corporate Bond ETF | ETF | 2023959 | 45047 | |
| 922908744 | 922908744 | VANGUARD VALUE ETF | ETF | 507679 | 3676 | |
| 871829107 | 871829107 | SYSCO CORP COM | Stock | 8053331 | 104277 | |
| 464287549 | 464287549 | ISHARES EXPANDED TECH SECTOR ETF | ETF | 4594053 | 13539 | |
| 88579Y101 | 88579Y101 | 3M CO COM | Stock | 394244 | 3751 | |
| 126408103 | 126408103 | CSX CORP COM | Stock | 620855 | 20737 | |
| 020002101 | 020002101 | ALLSTATE CORP COM | Stock | 262495 | 2369 | |
| 00206R102 | 00206R102 | AT&T INC COM | Stock | 462356 | 24018 | |
| 97717W307 | 97717W307 | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | ETF | 10253510 | 165753 | |
| 25434V849 | 25434V849 | Dimensional National Municipal Bond ETF | ETF | 8993982 | 186153 | |
| 922907746 | 922907746 | VANGUARD TAX-EXEMPT BOND ETF | ETF | 363941 | 7184 | |
| 09248D104 | 09248D104 | BLACKROCK UTILS INFRASTRUCTURE COM | CEF | 28776 | 1200 | |
| 464287879 | 464287879 | ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 2913340 | 31129 | |
| 025537101 | 025537101 | AMERICAN ELEC PWR CO INC COM | Stock | 612676 | 6733 | |
| 04911A107 | 04911A107 | ATLANTIC UN BANKSHARES CORP COM | Stock | 453968 | 12952 | |
| 64110L106 | 64110L106 | NETFLIX INC COM | Stock | 17274 | 50 | |
| 26875P101 | 26875P101 | EOG RES INC COM | Stock | 1672826 | 14593 | |
| 458140100 | 458140100 | INTEL CORP COM | Stock | 440252 | 13476 | |
| 92189F437 | 92189F437 | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ETF | 476 | 17 | |
| 464287408 | 464287408 | ISHARES S&P 500 VALUE ETF | ETF | 3464833 | 22831 | |
| 95766B109 | 95766B109 | WESTERN ASSET GBL HIGH INC FD COM | CEF | 74472 | 10700 | |
| 256746108 | 256746108 | DOLLAR TREE INC COM | Stock | 124314 | 866 | |
| 922908611 | 922908611 | VANGUARD SMALL CAP VALUE ETF | ETF | 584237 | 3680 | |
| 81369Y803 | 81369Y803 | TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 214887 | 1423 | |
| 464287804 | 464287804 | ISHARES CORE S&P SMALL CAP ETF | ETF | 28613566 | 295900 | |
| 25434V724 | 25434V724 | DFA US Marketwide Value ETF | ETF | 3277592 | 97897 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC COM | Stock | 1644130 | 15454 | |
| 464287101 | 464287101 | ISHARES S&P 100 ETF | ETF | 269899 | 1443 | |
| 023135106 | 023135106 | AMAZON COM INC COM | Stock | 6871884 | 66530 | |
| 12811P108 | 12811P108 | CALAMOS CONV & HIGH INCOME FD COM SHS | CEF | 260202 | 23828 | |
| 464287507 | 464287507 | ISHARES CORE S&P MID-CAP ETF | ETF | 22220593 | 88826 | |
| 59318E102 | 59318E102 | MFS HIGH YIELD MUN TR SH BEN INT | CEF | 61305 | 19098 | |
| 922042775 | 922042775 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 3897188 | 72885 | |
| 78464A763 | 78464A763 | SPDR S&P DIVIDEND ETF | ETF | 28968710 | 234166 | |
| 921946406 | 921946406 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 22263174 | 211025 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC COM | Stock | 757436 | 5959 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW COM | Stock | 817436 | 21868 | |
| 29082K105 | 29082K105 | EMBECTA CORP COMMON STOCK | Stock | 337 | 12 | |
| 25434V815 | 25434V815 | DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 318356 | 12770 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 34860751 | 112902 | |
| 808524102 | 808524102 | SCHWAB U.S. BROAD MARKET ETF | ETF | 222855 | 4657 | |
| 922020805 | 922020805 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 16990390 | 355299 | |
| 02079K107 | 02079K107 | ALPHABET INC CAP STK CL C | Stock | 4625608 | 44477 | |
| N82405106 | N82405106 | STELLANTIS N.V SHS | Stock | 1928 | 106 | |
| 464287226 | 464287226 | ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 43604006 | 437615 | |
| 46137V142 | 46137V142 | INVESCO WATER RESOURCES ETF | ETF | 338559 | 6346 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 2495522 | 7503 | |
| 244199105 | 244199105 | DEERE & CO COM | Stock | 200930 | 487 | |
| 713448108 | 713448108 | PEPSICO INC COM | Stock | 1384149 | 7593 | |
| 92838X102 | 92838X102 | VIRTUS CONVERTIBLE & INCOME FD COM | CEF | 40276 | 11987 | |
| 464287721 | 464287721 | ISHARES U.S. TECHNOLOGY ETF | ETF | 1157248 | 12469 | |
| 92203C303 | 92203C303 | VANGUARD ULTRA-SHORT BOND ETF | ETF | 256656 | 5212 | |
| 922908637 | 922908637 | VANGUARD LARGE-CAP ETF | ETF | 368389 | 1972 | |
| 82312B106 | 82312B106 | SHENANDOAH TELECOMMUNICATIONS COM | Stock | 727876 | 38269 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC COM | Stock | 938541 | 2041 | |
| 81369Y209 | 81369Y209 | HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 25187294 | 194557 | |
| 464287168 | 464287168 | ISHARES SELECT DIVIDEND ETF | ETF | 3952364 | 33729 | |
| 78463V107 | 78463V107 | SPDR GOLD SHARES | ETF | 212902 | 1162 | |
| 46432F842 | 46432F842 | ISHARES CORE MSCI EAFE ETF | ETF | 38124699 | 570302 | |
| 92206C409 | 92206C409 | VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 24335334 | 319236 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TRUST | ETF | 4107436 | 10033 | |
| 74348A467 | 74348A467 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 296621 | 3251 | |
| 09254F100 | 09254F100 | BLACKROCK MUNIYILD QULT FD INC COM | CEF | 123100 | 10397 | |
| 532457108 | 532457108 | LILLY ELI & CO COM | Stock | 959856 | 2795 | |
| 46138E354 | 46138E354 | INVESCO S&P 500 LOW VOLATILITY ETF | ETF | 480792 | 7705 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC COM | Stock | 786390 | 1664 | |
| 277432100 | 277432100 | EASTMAN CHEM CO COM | Stock | 297299 | 3525 | |
| 25434V864 | 25434V864 | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | ETF | 6000754 | 128606 | |
| 25434V104 | 25434V104 | DIMENSIONAL US CORE EQUITY MARKET ETF | ETF | 221040 | 7683 | |
| 362397101 | 362397101 | GABELLI EQUITY TR INC COM | CEF | 236626 | 41224 | |
| 25434V872 | 25434V872 | DIMENSIONAL CORE FIXED INCOME ETF | ETF | 2599980 | 61176 | |
| 291011104 | 291011104 | EMERSON ELEC CO COM | Stock | 778565 | 8935 | |
| 902973304 | 902973304 | US BANCORP DEL COM NEW | Stock | 1521793 | 42213 | |
| 92204A876 | 92204A876 | VANGUARD UTILITIES ETF | ETF | 307763 | 2086 | |
| 464287556 | 464287556 | ISHARES BIOTECHNOLOGY ETF | ETF | 1974727 | 15289 | |
| 464287630 | 464287630 | ISHARES RUSSELL 2000 VALUE ETF | ETF | 3328216 | 24290 | |
| 464286525 | 464286525 | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ETF | 3060106 | 31629 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC COM | Stock | 2450434 | 43828 | |
| 842587107 | 842587107 | SOUTHERN CO COM | Stock | 696814 | 10015 | |
| 464288414 | 464288414 | ISHARES NATIONAL MUNI BOND ETF | ETF | 5009961 | 46500 | |
| 427866108 | 427866108 | HERSHEY CO COM | Stock | 12466 | 49 | |
| 17275R102 | 17275R102 | CISCO SYS INC COM | Stock | 252556 | 4831 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP COM | Stock | 2625229 | 23940 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO COM | Stock | 402313 | 2439 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC COM | Stock | 269760 | 4000 | |
| 46432F388 | 46432F388 | ISHARES MSCI USA VALUE FACTOR ETF | ETF | 607483 | 6561 | |
| 26614N102 | 26614N102 | DUPONT DE NEMOURS INC COM | Stock | 5874661 | 81854 | |
| 92206C706 | 92206C706 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 2026198 | 33792 | |
| 780910105 | 780910105 | ROYCE VALUE TR INC COM | CEF | 139133 | 10253 | |
| 25434V500 | 25434V500 | DIMENSIONAL US SMALL CAP ETF | ETF | 305818 | 5803 | |
| 552738106 | 552738106 | MFS MUN INCOME TR SH BEN INT | CEF | 32606 | 6106 | |
| 922908769 | 922908769 | VANGUARD TOTAL STOCK MARKET ETF | ETF | 6438070 | 31544 | |
| 718546104 | 718546104 | PHILLIPS 66 COM | Stock | 46845 | 462 | |
| 746909100 | 746909100 | PUTNAM MASTER INTER INCOME TR SH BEN INT | CEF | 45474 | 14300 | |
| 464287200 | 464287200 | ISHARES CORE S&P 500 ETF | ETF | 4629994 | 11263 | |
| 464287614 | 464287614 | ISHARES RUSSELL 1000 GROWTH ETF | ETF | 276093 | 1130 | |
| 191216100 | 191216100 | COCA COLA CO COM | Stock | 562716 | 9072 | |
| 78464A797 | 78464A797 | SPDR S&P BANK ETF | ETF | 521140 | 14058 | |
| 530158104 | 530158104 | LIBERTY ALL STAR EQUITY FD SH BEN INT | CEF | 93000 | 15000 | |
| 060505104 | 060505104 | BANK AMERICA CORP COM | Stock | 661873 | 23142 | |
| 166764100 | 166764100 | CHEVRON CORP NEW COM | Stock | 7657255 | 46931 | |
| 922908751 | 922908751 | VANGUARD SMALL-CAP ETF | ETF | 2162375 | 11407 | |
| 59156R108 | 59156R108 | METLIFE INC COM | Stock | 244101 | 4213 | |
| 21037T109 | 21037T109 | CONSTELLATION ENERGY CORP COM | Stock | 2383 | 30 | |
| 46137V613 | 46137V613 | INVESCO FTSE RAFI US 1000 ETF | ETF | 146119 | 932 | |
| 00287Y109 | 00287Y109 | ABBVIE INC COM | Stock | 533411 | 3347 | |
| 470299108 | 470299108 | BANK OF THE JAMES FINL GP INC COM | Stock | 5781 | 550 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING INC COM | Stock | 325485 | 1462 | |
| 92204A702 | 92204A702 | VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 505035 | 1310 | |
| 580135101 | 580135101 | MCDONALDS CORP COM | Stock | 777301 | 2780 | |
| 907818108 | 907818108 | UNION PAC CORP COM | Stock | 323827 | 1609 | |
| 92206C573 | 92206C573 | VANGUARD TOTAL CORPORATE BOND ETF | ETF | 2260329 | 29497 | |
| 72201R783 | 72201R783 | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | ETF | 6435759 | 70483 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL COM | Stock | 234538 | 1437 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL CL A | Stock | 6984000 | 15 | |
| 74144T108 | 74144T108 | PRICE T ROWE GROUP INC COM | Stock | 303475 | 2688 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW COM | Stock | 1589169 | 3198 | |
| 464286509 | 464286509 | ISHARES MSCI CANADA ETF | ETF | 7280 | 213 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO COM NEW | Stock | 411272 | 4302 | |
| 031162100 | 031162100 | AMGEN INC COM | Stock | 327571 | 1355 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW COM NEW | Stock | 1767108 | 18318 | |
| 46132X101 | 46132X101 | INVESCO MUNI INCOME OPP TRST COM | CEF | 80875 | 12180 | |
| 46429B697 | 46429B697 | ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 808069 | 11109 | |
| 46137V241 | 46137V241 | INVESCO S&P 500 QUALITY ETF | ETF | 12976185 | 274222 | |
| 58155Q103 | 58155Q103 | MCKESSON CORP COM | Stock | 331127 | 930 | |
| 48249T106 | 48249T106 | KKR INCOME OPPORTUNITIES FD COM | CEF | 150733 | 13728 | |
| 097023105 | 097023105 | BOEING CO COM | Stock | 316416 | 1490 | |
| 12811V105 | 12811V105 | CALAMOS DYNAMIC CONV & INCOME COM | CEF | 127800 | 6000 | |
| 921932505 | 921932505 | VANGUARD S&P 500 GROWTH ETF | ETF | 3930274 | 17053 | |
| 922908363 | 922908363 | VANGUARD S&P 500 ETF | ETF | 757041 | 2013 | |
| 922908629 | 922908629 | VANGUARD MID-CAP ETF | ETF | 1851878 | 8780 | |
| 928563402 | 928563402 | VMWARE INC CL A COM | Stock | 213868 | 1713 | |
| 655844108 | 655844108 | NORFOLK SOUTHN CORP COM | Stock | 304432 | 1436 | |
| 25434V740 | 25434V740 | DFA Emerging Value ETF | ETF | 4201401 | 179726 | |
| 464287309 | 464287309 | ISHARES S&P 500 GROWTH ETF | ETF | 3934334 | 61580 | |
| 437076102 | 437076102 | HOME DEPOT INC COM | Stock | 545462 | 1848 | |
| 81369Y506 | 81369Y506 | ENERGY SELECT SECTOR SPDR FUND | ETF | 206047 | 2488 | |
| 46137V787 | 46137V787 | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF | ETF | 97526 | 1554 | |
| 235851102 | 235851102 | DANAHER CORPORATION COM | Stock | 318074 | 1262 | |
| 902653104 | 902653104 | UDR INC COM | REIT | 260608 | 6347 | |
| 384802104 | 384802104 | GRAINGER W W INC COM | Stock | 123986 | 180 | |
| 29250N105 | 29250N105 | ENBRIDGE INC COM | Stock | 419497 | 10996 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC COM | Stock | 41446 | 929 | |
| 620076307 | 620076307 | MOTOROLA SOLUTIONS INC COM NEW | Stock | 218317 | 763 | |
| 452308109 | 452308109 | ILLINOIS TOOL WKS INC COM | Stock | 329711 | 1354 | |
| 023139884 | 023139884 | AMBAC FINL GROUP INC COM NEW | Stock | 542 | 35 | |
| 464288240 | 464288240 | ISHARES MSCI ACWI EX U.S. ETF | ETF | 2454516 | 50328 | |
| 717081103 | 717081103 | PFIZER INC COM | Stock | 798928 | 19582 |