Sponsored

The Analysis of Graves Light Lenhart Wealth, Inc.'s Holdings & P&L

Currently, Graves Light Lenhart Wealth, Inc. holds 197 types of securities in its portfolio with a total value $961.1M. In the most recent quarter, they have increased their positions in DFNM (+120.9K shares, valued at $5.8M), DFCF (+128.5K shares, valued at $5.4M), IEFA (+27.4K shares, valued at $2.5M); decreased their positions in JPM (-9.2K shares, valued at $2.7M), COST (-597 shares, valued at $594.8K), BIL (-6.3K shares, valued at $577.6K); initiated new positions in UVSP (+24.4K shares, valued at $837.7K), XLE (+3.9K shares, valued at $238.0K), INTC (+5.2K shares, valued at $230.0K).

1M P&L

+18.2M+1.96%

3M P&L

-91.0M-8.77%

HY P&L

-36.8M-3.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A764.1M

85.9%

2Consumer Electronics27.4M

3.1%

3Oil & Gas Integrated13.7M

1.5%

Top Industries by Stock Count

1N/A97 stocks

52.7%

2Banks - Regional7 stocks

3.8%

3Drug Manufacturers - General6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR1.0M shares-0.38%2026-03-312026-04-08

IEFA ISHARES TR958.3K shares2.94%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST1.3M shares11.08%2026-03-312026-04-08

IJR ISHARES TR302.7K shares3.34%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL73.7K shares-0.85%2026-03-312026-04-08

IJH ISHARES TR510.0K shares3.14%2026-03-312026-04-08

AAPL APPLE INC108.1K shares-0.22%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS181.0K shares0.03%2026-03-312026-04-08

Sponsored

SDY SPDR SERIES TRUST182.0K shares0.05%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS320.5K shares3.60%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS115.0K shares-0.56%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS305.9K shares3.63%2026-03-312026-04-08

DFNM DIMENSIONAL ETF TRUST482.8K shares33.39%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR142.6K shares-0.53%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR673.1K shares0.03%2026-03-312026-04-08

ALPHABET INC ALPHABET INC69.7K shares-0.67%2026-03-312026-04-08

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T246.5K shares4.01%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST353.8K shares8.90%2026-03-312026-04-08

VOOG VANGUARD ADMIRAL FDS INC37.6K shares8.19%2026-03-312026-04-08

VOOV VANGUARD ADMIRAL FDS INC70.4K shares5.68%2026-03-312026-04-08

DFAX DIMENSIONAL ETF TRUST404.9K shares8.67%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST345.6K shares-2.28%2026-03-312026-04-08

AMZN AMAZON COM INC50.6K shares-0.23%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS123.2K shares0.07%2026-03-312026-04-08

Sponsored

IWB ISHARES TR25.3K shares-0.59%2026-03-312026-04-08

VTI VANGUARD INDEX FDS27.0K shares0.01%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS171.6K shares3.83%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS169.4K shares2.02%2026-03-312026-04-08

CVX CHEVRON CORPORATION39.1K shares-1.20%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO26.3K shares-25.93%2026-03-312026-04-08

BIL SPDR SERIES TRUST79.6K shares-7.34%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS112.2K shares4.06%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC24.6K shares-0.92%2026-03-312026-04-08

SYY SYSCO CORP96.5K shares0.00%2026-03-312026-04-08

IGM ISHARES TR56.0K shares0.00%2026-03-312026-04-08

IVV ISHARES TR9.6K shares-0.61%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F113.1K shares14.55%2026-03-312026-04-08

DLN WISDOMTREE TR61.5K shares-0.68%2026-03-312026-04-08

XOM EXXON MOBIL CORP31.4K shares-1.19%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F67.7K shares-0.45%2026-03-312026-04-08

Sponsored

IJS ISHARES TR41.7K shares1.02%2026-03-312026-04-08

IVW ISHARES TR38.2K shares-1.21%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP11.5K shares-1.48%2026-03-312026-04-08

DVY ISHARES TR27.9K shares0.00%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST87.1K shares0.59%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T6.4K shares0.02%2026-03-312026-04-08

EFA ISHARES TR35.2K shares-0.88%2026-03-312026-04-08

Sponsored

DFEM DIMENSIONAL ETF TRUST94.5K shares77.98%2026-03-312026-04-08

ACWX ISHARES TR44.2K shares0.00%2026-03-312026-04-08

VB VANGUARD INDEX FDS11.2K shares1.14%2026-03-312026-04-08

PKG PACKAGING CORP AMER13.0K shares0.00%2026-03-312026-04-08

IVE ISHARES TR12.8K shares-1.41%2026-03-312026-04-08

VO VANGUARD INDEX FDS9.3K shares3.12%2026-03-312026-04-08

DIS DISNEY WALT CO26.5K shares-1.75%2026-03-312026-04-08

TFC TRUIST FINL CORP51.4K shares13.81%2026-03-312026-04-08

Sponsored

DIA STATE STR SPDR DOW JONES IND5.0K shares0.02%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION2.3K shares-20.46%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC18.3K shares-1.25%2026-03-312026-04-08

PG PROCTER & GAMBLE CO15.1K shares-1.28%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.4K shares-1.47%2026-03-312026-04-08

LLY ELI LILLY & CO2.3K shares-7.94%2026-03-312026-04-08

VUG VANGUARD INDEX FDS4.4K shares0.11%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST25.6K shares-0.44%2026-03-312026-04-08

Sponsored

JNJ JOHNSON & JOHNSON7.3K shares0.54%2026-03-312026-04-08

MUB ISHARES TR16.6K shares0.04%2026-03-312026-04-08

IWN ISHARES TR8.9K shares-0.49%2026-03-312026-04-08

D DOMINION ENERGY INC27.1K shares-1.80%2026-03-312026-04-08

WFC WELLS FARGO & CO20.7K shares0.01%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F11.0K shares0.01%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR54.9K shares-2.19%2026-03-312026-04-08

BAC BANK AMERICA CORP24.8K shares0.04%2026-03-312026-04-08

Sponsored

IWV ISHARES TR3.2K shares-7.31%2026-03-312026-04-08

EMR EMERSON ELEC CO8.9K shares0.00%2026-03-312026-04-08

IYW ISHARES TR6.3K shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC3.6K shares0.00%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST27.3K shares0.12%2026-03-312026-04-08

PEP PEPSICO INC6.7K shares-0.07%2026-03-312026-04-08

NVDA NVIDIA CORPORATION5.9K shares0.00%2026-03-312026-04-08

EOG EOG RES INC7.1K shares-0.84%2026-03-312026-04-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-2.75%2026-03-312026-04-08

VBIL VANGUARD INSTL INDEX FD13.4K shares0.00%2026-03-312026-04-08

USMV ISHARES TR10.7K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP6.6K shares-1.52%2026-03-312026-04-08

VBR VANGUARD INDEX FDS4.4K shares0.90%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC18.8K shares-5.70%2026-03-312026-04-08

MCK MCKESSON CORP1.1K shares0.00%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC6.9K shares0.00%2026-03-312026-04-08

Sponsored

MCD MCDONALDS CORP2.9K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC1.2K shares-0.58%2026-03-312026-04-08

ELV ELEVANCE HEALTH INC FORMERLY2.9K shares0.03%2026-03-312026-04-08

CSX CSX CORP20.6K shares0.07%2026-03-312026-04-08

UVSP UNIVEST FINANCIAL CORPORATIO24.4K sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC3.8K shares-2.61%2026-03-312026-04-08

SO SOUTHERN CO8.5K shares0.12%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.9K shares0.00%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO2.6K shares-0.27%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC3.6K shares0.00%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-7.32%2026-03-312026-04-08

GLW CORNING INC5.2K shares0.17%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST19.7K shares0.22%2026-03-312026-04-08

VGT VANGUARD WORLD FD980 shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC2.0K shares-1.09%2026-03-312026-04-08

VHT VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-08

Sponsored

VDE VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-04-08

KO COCA COLA CO8.1K shares-12.64%2026-03-312026-04-08

GEV GE VERNOVA INC698 shares0.00%2026-03-312026-04-08

IBB ISHARES TR3.3K shares-8.21%2026-03-312026-04-08

SLB SLB LIMITED11.0K shares-5.18%2026-03-312026-04-08

KBE SPDR SERIES TRUST9.4K shares-12.48%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC2.0K shares-0.83%2026-03-312026-04-08

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-08

Sponsored

T AT&T INC18.2K shares-3.71%2026-03-312026-04-08

MMM 3M CO3.5K shares0.00%2026-03-312026-04-08

AUB ATLANTIC UN BANKSHARES CORP14.0K shares0.00%2026-03-312026-04-08

ENB ENBRIDGE INC8.9K shares0.00%2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.6K shares0.00%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2026-03-312026-04-08

ALL ALLSTATE CORP2.2K shares0.00%2026-03-312026-04-08

MS MORGAN STANLEY2.8K shares0.00%2026-03-312026-04-08

Sponsored

OEF ISHARES TR1.4K shares0.42%2026-03-312026-04-08

LNG CHENIERE ENERGY INC1.6K shares0.25%2026-03-312026-04-08

PWR QUANTA SVCS INC801 shares0.00%2026-03-312026-04-08

AMGN AMGEN INC1.2K shares-1.16%2026-03-312026-04-08

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-08

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES3.8K shares-14.04%2026-03-312026-04-08

AIVL WISDOMTREE TR3.3K shares-2.41%2026-03-312026-04-08

Sponsored

VPU VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-04-08

PHO INVESCO EXCHANGE TRADED FD T5.7K shares0.04%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC1.6K shares0.00%2026-03-312026-04-08

MET METLIFE INC5.3K shares-0.10%2026-03-312026-04-08

META META PLATFORMS INC616 shares-1.12%2026-03-312026-04-08

DOG PROSHARES TR14.4K shares0.42%2026-03-312026-04-08

CSCO CISCO SYS INC4.5K shares-2.17%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR13.9K shares0.01%2026-03-312026-04-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.2K shares-10.08%2026-03-312026-04-08

CMI CUMMINS INC640 shares-3.47%2026-03-312026-04-08

TROW PRICE T ROWE GROUP INC3.8K shares0.00%2026-03-312026-04-08

IYK ISHARES TR4.9K shares0.00%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC1.3K shares-2.71%2026-03-312026-04-08

UNP UNION PAC CORP1.4K shares0.00%2026-03-312026-04-08

SHEN SHENANDOAH TELECOMMUNICATION21.7K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR769 shares0.00%2026-03-312026-04-08

Sponsored

NOBL PROSHARES TR3.1K shares0.00%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC376 shares-10.05%2026-03-312026-04-08

PFE PFIZER INC11.2K shares-1.40%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-08

IYH ISHARES TR4.9K shares0.00%2026-03-312026-04-08

IXN ISHARES TR3.0K shares0.00%2026-03-312026-04-08

SHEL SHELL PLC3.2K shares0.00%2026-03-312026-04-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR11.9K shares0.03%2026-03-312026-04-08

LOW LOWES COS INC1.2K shares0.17%2026-03-312026-04-08

IXUS ISHARES TR3.3K shares0.00%2026-03-312026-04-08

NTRS NORTHERN TR CORP2.0K shares0.00%2026-03-312026-04-08

BA BOEING CO1.4K shares0.00%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST7.0K shares1.82%2026-03-312026-04-08

USB US BANCORP5.2K shares0.00%2026-03-312026-04-08

Sponsored

DFAU DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-04-08

CRS CARPENTER TECHNOLOGY CORP670 shares0.00%2026-03-312026-04-08

CHY CALAMOS CONV & HIGH INCOME F23.8K shares0.00%2026-03-312026-04-08

UBSI UNITED BANKSHARES INC WEST V6.3K shares0.00%2026-03-312026-04-08

DE DEERE & CO458 shares0.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO4.3K shares-4.49%2026-03-312026-04-08

ACWV ISHARES INC2.1K shares0.00%2026-03-312026-04-08

DFSI DIMENSIONAL ETF TRUST6.0K shares0.00%2026-03-312026-04-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR436 shares-17.89%2026-03-312026-04-08

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC727 shares-22.66%2026-03-312026-04-08

DHR DANAHER CORP DEL1.3K shares0.00%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR3.9K sharesnew addition2026-03-312026-04-08

EFAV ISHARES TR2.6K shares0.00%2026-03-312026-04-08

GAB GABELLI EQUITY TR INC41.2K shares0.00%2026-03-312026-04-08

VFH VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-04-08

Sponsored

INTC INTEL CORP5.2K sharesnew addition2026-03-312026-04-08

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-04-08

EES WISDOMTREE TR3.9K shares0.00%2026-03-312026-04-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.0K sharesnew addition2026-03-312026-04-08

AMP AMERIPRISE FINL INC506 shares0.00%2026-03-312026-04-08

MPWR MONOLITHIC PWR SYS INC205 sharesnew addition2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-04-08

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-04-08

Sponsored

XLC SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2026-03-312026-04-08

WELL WELLTOWER INC1.1K shares0.00%2026-03-312026-04-08

SCI SERVICE CORP INTL2.6K sharesnew addition2026-03-312026-04-08

ESGU ISHARES TR1.4K shares-8.55%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-04-08

CELESTICA INC CELESTICA INC720 shares0.00%2026-03-312026-04-08

BHRB BURKE HERBERT FINL SVCS CORP3.2K shares0.00%2026-03-312026-04-08

Sponsored

RVT ROYCE SMALL CAP TRUST INC10.3K shares0.00%2026-03-312026-04-08

KIO KKR INCOME OPPORTUNITIES FD13.7K shares0.00%2026-03-312026-04-08

BGB BLACKSTONE STRATEGIC CRED 2010.0K shares0.00%2026-03-312026-04-08

USA LIBERTY ALL STAR EQUITY FD15.0K shares0.00%2026-03-312026-04-08

PIM PUTNAM MASTER INTER INCOME T14.3K shares0.00%2026-03-312026-04-08

AGG

ISHARES TR

-0.38%

Shares1.0M

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

2.94%

Shares958.3K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

11.08%

Shares1.3M

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

3.34%

Shares302.7K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-0.85%

Shares73.7K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

3.14%

Shares510.0K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.22%

Shares108.1K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.03%

Shares181.0K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

0.05%

Shares182.0K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

3.60%

Shares320.5K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.56%

Shares115.0K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

3.63%

Shares305.9K

Event2026-03-31

Filed2026-04-08

DFNM

DIMENSIONAL ETF TRUST

33.39%

Shares482.8K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

-0.53%

Shares142.6K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

0.03%

Shares673.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.67%

Shares69.7K

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD T

4.01%

Shares246.5K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

8.90%

Shares353.8K

Event2026-03-31

Filed2026-04-08

VOOG

VANGUARD ADMIRAL FDS INC

8.19%

Shares37.6K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

5.68%

Shares70.4K

Event2026-03-31

Filed2026-04-08

DFAX

DIMENSIONAL ETF TRUST

8.67%

Shares404.9K

Event2026-03-31

Filed2026-04-08

DFEV

DIMENSIONAL ETF TRUST

-2.28%

Shares345.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-0.23%

Shares50.6K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

0.07%

Shares123.2K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

-0.59%

Shares25.3K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.01%

Shares27.0K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

3.83%

Shares171.6K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

2.02%

Shares169.4K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-1.20%

Shares39.1K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-25.93%

Shares26.3K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

-7.34%

Shares79.6K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

4.06%

Shares112.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.92%

Shares24.6K

Event2026-03-31

Filed2026-04-08

SYY

SYSCO CORP

0.00%

Shares96.5K

Event2026-03-31

Filed2026-04-08

IGM

ISHARES TR

0.00%

Shares56.0K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-0.61%

Shares9.6K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

14.55%

Shares113.1K

Event2026-03-31

Filed2026-04-08

DLN

WISDOMTREE TR

-0.68%

Shares61.5K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.19%

Shares31.4K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares67.7K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

1.02%

Shares41.7K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

-1.21%

Shares38.2K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.48%

Shares11.5K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

0.00%

Shares27.9K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

0.59%

Shares87.1K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.02%

Shares6.4K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-0.88%

Shares35.2K

Event2026-03-31

Filed2026-04-08

DFEM

DIMENSIONAL ETF TRUST

77.98%

Shares94.5K

Event2026-03-31

Filed2026-04-08

ACWX

ISHARES TR

0.00%

Shares44.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.14%

Shares11.2K

Event2026-03-31

Filed2026-04-08

PKG

PACKAGING CORP AMER

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-1.41%

Shares12.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.12%

Shares9.3K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

-1.75%

Shares26.5K

Event2026-03-31

Filed2026-04-08

TFC

TRUIST FINL CORP

13.81%

Shares51.4K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

0.02%

Shares5.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-20.46%

Shares2.3K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-1.25%

Shares18.3K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

-1.28%

Shares15.1K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

-1.47%

Shares16.4K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-7.94%

Shares2.3K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

0.11%

Shares4.4K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-0.44%

Shares25.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.54%

Shares7.3K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

0.04%

Shares16.6K

Event2026-03-31

Filed2026-04-08

IWN

ISHARES TR

-0.49%

Shares8.9K

Event2026-03-31

Filed2026-04-08

DOMINION ENERGY INC

-1.80%

Shares27.1K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

0.01%

Shares20.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

0.01%

Shares11.0K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

-2.19%

Shares54.9K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.04%

Shares24.8K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

-7.31%

Shares3.2K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

0.12%

Shares27.3K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-0.07%

Shares6.7K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-08

EOG

EOG RES INC

-0.84%

Shares7.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-2.75%

Shares1.7K

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-1.52%

Shares6.6K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.90%

Shares4.4K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

-5.70%

Shares18.8K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

-0.58%

Shares1.2K

Event2026-03-31

Filed2026-04-08

ELV

ELEVANCE HEALTH INC FORMERLY

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-08

CSX

CSX CORP

0.07%

Shares20.6K

Event2026-03-31

Filed2026-04-08

UVSP

UNIVEST FINANCIAL CORPORATIO

New

Shares24.4K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-2.61%

Shares3.8K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.12%

Shares8.5K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-0.27%

Shares2.6K

Event2026-03-31

Filed2026-04-08

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-7.32%

Shares3.0K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

0.17%

Shares5.2K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

0.22%

Shares19.7K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

0.00%

Shares980

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-1.09%

Shares2.0K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

VDE

VANGUARD WORLD FD

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-12.64%

Shares8.1K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

0.00%

Shares698

Event2026-03-31

Filed2026-04-08

IBB

ISHARES TR

-8.21%

Shares3.3K

Event2026-03-31

Filed2026-04-08

SLB

SLB LIMITED

-5.18%

Shares11.0K

Event2026-03-31

Filed2026-04-08

KBE

SPDR SERIES TRUST

-12.48%

Shares9.4K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-0.83%

Shares2.0K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

AT&T INC

-3.71%

Shares18.2K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-08

LNG

CHENIERE ENERGY INC

0.25%

Shares1.6K

Event2026-03-31

Filed2026-04-08

PWR

QUANTA SVCS INC

0.00%

Shares801

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

-1.16%

Shares1.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-14.04%

Shares3.8K

Event2026-03-31

Filed2026-04-08

AIVL

WISDOMTREE TR

-2.41%

Shares3.3K

Event2026-03-31

Filed2026-04-08

VPU

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

PHO

INVESCO EXCHANGE TRADED FD T

0.04%

Shares5.7K

Event2026-03-31

Filed2026-04-08

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

MET

METLIFE INC

-0.10%

Shares5.3K

Event2026-03-31

Filed2026-04-08