Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $184,204,376 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,385,322 | $69,722,989 | 37.85% | |
| 2. | American Centy Etf Tr | 268,763 | $16,241,398 | 8.81% | |
| 3. | Dimensional Etf Trust | 588,781 | $14,378,044 | 7.8% | |
| 4. | American Centy Etf Tr | 139,255 | $11,356,265 | 6.16% | |
| 5. | American Centy Etf Tr | 143,070 | $8,067,756 | 4.37% |
