Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $212,487,407 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,849,146 | $71,857,815 | 33.82% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 268,799 | $22,804,929 | 10.73% | |
| 3. | Dimensional Etf Trust | 456,204 | $15,497,260 | 7.29% | |
| 4. | American Centy Etf Tr - US EQT ETF | 129,640 | $14,413,423 | 6.78% | |
| 5. | American Centy Etf Tr | 154,452 | $12,445,737 | 5.86% |