Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $179,442,997 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,181,319 | $75,451,828 | 42.04% | |
| 2. | American Centy Etf Tr | 268,587 | $16,483,163 | 9.18% | |
| 3. | Dimensional Etf Trust | 535,336 | $13,308,460 | 7.41% | |
| 4. | American Centy Etf Tr | 159,384 | $9,370,195 | 5.22% | |
| 5. | American Centy Etf Tr | 82,836 | $8,029,289 | 4.47% |
