Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $181,991,023 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,111,556 | $69,660,236 | 38.28% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 287,245 | $19,035,703 | 10.46% | |
| 3. | Dimensional Etf Trust | 534,684 | $14,008,729 | 7.7% | |
| 4. | American Centy Etf Tr - US EQT ETF | 128,671 | $11,886,629 | 6.53% | |
| 5. | American Centy Etf Tr | 165,684 | $9,969,217 | 5.48% |
