Graetz Wealth LLC
CIK: 0002053877SEC EDGAR →
Portfolio Value
$110K
Holdings
77
As of
Q4 2025
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTERMEDIATE TERM COR ETF | 87,838 | $7.4M | 6696.77% |
| 2 | Vanguard FTSE Developed Markets ETF | 83,616 | $5.2M | 4754.93% |
| 3 | Vanguard Total Bond Market ETF | 61,070 | $4.5M | 4117.66% |
| 4 | Vanguard FTSE Emerging Markets ETF | 80,373 | $4.3M | 3932.85% |
| 5 | Vanguard Intermediate-Term Bond ETF | 55,185 | $4.3M | 3911.91% |
| 6 | ST STRT SPDR BLMBG HGH YLD BND ETF | 38,340 | $3.7M | 3392.99% |
| 7 | SPDR Gold MiniShares Trust | 40,922 | $3.5M | 3179.96% |
| 8 | VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | 55,609 | $3.1M | 2824.92% |
| 9 | Vanguard Div Appreciation ETF | 12,657 | $2.8M | 2531.77% |
| 10 | State Street Financial Select Sector SPDR ETF | 49,467 | $2.7M | 2466.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $77.8M | 87.8% |
| Technology | 13 | $6.7M | 7.5% |
| Consumer Cyclical | 5 | $1.3M | 1.5% |
| Healthcare | 6 | $1.2M | 1.3% |
| Communication Services | 3 | $796K | 0.9% |
| Unknown | 3 | $548K | 0.6% |
| Industrials | 1 | $269K | 0.3% |