Graver Capital Management

Graver Capital Management as of March 31, 2025

Portfolio Holdings for Graver Capital Management

Graver Capital Management holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 28.6 $28M 463k 60.48
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 13.5 $13M 150k 88.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.6 $10M 203k 51.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.6 $10M 332k 31.23
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.3 $9.1M 216k 42.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.6 $5.5M 211k 25.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.5 $5.4M 253k 21.53
Dimensional Etf Trust Internatnal Val (DFIV) 3.8 $3.7M 94k 39.36
Ishares Tr National Mun Etf (MUB) 3.0 $2.9M 28k 105.44
Peoples Ban (PEBO) 1.7 $1.7M 57k 29.66
Ishares Tr Rus 1000 Etf (IWB) 1.2 $1.2M 3.9k 306.74
Apple (AAPL) 1.1 $1.0M 4.7k 222.14
Philip Morris International (PM) 0.8 $762k 4.8k 158.73
Advanced Drain Sys Inc Del (WMS) 0.7 $659k 6.1k 108.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $623k 10k 59.75
Pepsi (PEP) 0.5 $450k 3.0k 149.94
Dominion Resources (D) 0.5 $449k 8.0k 56.07
Microsoft Corporation (MSFT) 0.4 $417k 1.1k 375.44
Yum! Brands (YUM) 0.3 $315k 2.0k 157.36
Amazon (AMZN) 0.3 $308k 1.6k 190.26
Altria (MO) 0.3 $300k 5.0k 60.02
McDonald's Corporation (MCD) 0.3 $279k 894.00 312.37
Huntington Bancshares Incorporated (HBAN) 0.3 $263k 18k 15.01
Duke Energy Corp Com New (DUK) 0.2 $244k 2.0k 121.97
Mondelez Intl Cl A (MDLZ) 0.2 $225k 3.3k 67.85
Ameren Corporation (AEE) 0.2 $201k 2.0k 100.40