The Analysis of Graver Capital Management, LLC's Holdings
Currently, Graver Capital Management, LLC holds 26 types of securities in its portfolio with a total value $118.7M. In the most recent quarter, they have increased their positions in AEE (+2.0K shares, valued at $208.8K), DFCF (+2.5K shares, valued at $107.8K), MUB (+569 shares, valued at $60.6K); decreased their positions in DFUS (-10.3K shares, valued at $748.6K), SCHB (-12.1K shares, valued at $311.8K), DFAI (-6.0K shares, valued at $216.9K); initiated new positions in AEE (+2.0K shares, valued at $208.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST488.0K shares-2.07%2025-09-302025-11-06
MOAT VANECK ETF TRUST165.5K shares-0.73%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST220.5K shares-1.44%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST349.6K shares-1.68%2025-09-302025-11-06 DFCF DIMENSIONAL ETF TRUST240.1K shares1.06%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST223.6K shares-1.58%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR247.9K shares-4.66%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST98.3K shares-1.81%2025-09-302025-11-06 MUB ISHARES TR29.4K shares1.98%2025-09-302025-11-06 PEBO PEOPLES BANCORP INC57.0K shares0.00%2025-09-302025-11-06 IWB ISHARES TR3.9K shares0.00%2025-09-302025-11-06 AAPL APPLE INC4.2K shares-9.70%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC4.8K shares0.00%2025-09-302025-11-06 WMS ADVANCED DRAIN SYS INC DEL5.5K shares-6.41%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST10.4K shares0.00%2025-09-302025-11-06 D DOMINION ENERGY INC8.0K shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP897 shares-19.26%2025-09-302025-11-06 PEP PEPSICO INC3.0K shares0.00%2025-09-302025-11-06 MO ALTRIA GROUP INC5.0K shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC1.4K shares-12.35%2025-09-302025-11-06 YUM YUM BRANDS INC2.0K shares0.00%2025-09-302025-11-06 HBAN HUNTINGTON BANCSHARES INC17.0K shares0.00%2025-09-302025-11-06 MCD MCDONALDS CORP894 shares0.00%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW2.0K shares0.00%2025-09-302025-11-06 AEE AMEREN CORP2.0K sharesnew addition2025-09-302025-11-06 MDLZ MONDELEZ INTL INC3.3K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available