Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $207,234,479 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,027,760 | $78,210,705 | 37.74% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 260,452 | $20,549,683 | 9.92% | |
| 3. | Dimensional Etf Trust | 505,748 | $15,870,371 | 7.66% | |
| 4. | American Centy Etf Tr - US EQT ETF | 130,161 | $14,148,499 | 6.83% | |
| 5. | American Centy Etf Tr | 154,629 | $11,614,191 | 5.6% |