Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $194,508,196 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,045,117 | $73,297,004 | 37.68% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 264,851 | $19,601,635 | 10.08% | |
| 3. | Dimensional Etf Trust | 507,877 | $14,916,346 | 7.67% | |
| 4. | American Centy Etf Tr - US EQT ETF | 136,495 | $13,761,449 | 7.07% | |
| 5. | American Centy Etf Tr | 153,935 | $10,550,721 | 5.42% |
