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Home > Institutional Investor > Grand Wealth Management, Llc > 13F Holdings

Instuitional Investor - Grand Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)