Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $220,519,984 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,085,651 | $82,570,938 | 37.44% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 272,208 | $22,408,156 | 10.16% | |
| 3. | Dimensional Etf Trust | 502,473 | $16,445,940 | 7.46% | |
| 4. | American Centy Etf Tr - US EQT ETF | 129,303 | $14,453,503 | 6.55% | |
| 5. | American Centy Etf Tr | 162,479 | $12,514,102 | 5.67% |