GRAVER CAPITAL MANAGEMENT, LLC
GRAVER CAPITAL MANAGEMENT, LLC runs GRAVER CAPITAL MANAGEMENT, LLC and currently holds 26 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $140.37M. Their top holdings are DFUS, MOAT, DFAT, DFAI, DFCF. The top five represent 75.3% of reported portfolio weight. GRAVER CAPITAL MANAGEMENT, LLC ranks #884 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GRAVER CAPITAL MANAGEMENT, LLC initiated 1 new position. They added to 1 existing position. They trimmed 11 positions. Their current best-performing preview position is DFAE with returns of +18.75%.
26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | 30.19% | $64.63 | $83.66 | +29.44% | Trimmed -3.84% |
MOAT VANECK ETF TRUST | 13.79% | $93.29 | $114.42 | +22.64% | Trimmed -2.82% |
DFAT DIMENSIONAL ETF TRUST | 11.74% | $55.83 | $71.70 | +28.43% | Trimmed -4.31% |
DFAI DIMENSIONAL ETF TRUST | 10.74% | $30.38 | $43.33 | +42.63% | Trimmed -4.05% |
DFCF DIMENSIONAL ETF TRUST | 8.80% | $41.61 | $41.48 | -0.31% | Trimmed -3.11% |
DFAE DIMENSIONAL ETF TRUST | 6.50% | $26.16 | $39.48 | +50.92% | Trimmed -5.40% |
SCHB SCHWAB STRATEGIC TR | 5.10% | $22.87 | $29.61 | +29.47% | Trimmed -5.03% |
DFIV DIMENSIONAL ETF TRUST | 3.78% | $36.83 | $58.30 | +58.28% | Trimmed -4.86% |
MUB ISHARES TR | 2.07% | $106.39 | $105.35 | -0.98% | Added +0.31% |
PEBO PEOPLES BANCORP INC | 1.56% | $31.69 | $40.06 | +26.41% | Held |
Showing 1-10 of 26