Instuitional Investor - Grand Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Grand Wealth Management, Llc |
| Portfolio Value | $239,940,574 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 1,873,218 | $83,095,961 | 34.63% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 298,688 | $26,643,006 | 11.1% | |
| 3. | DFAC | 446,022 | $16,431,462 | 6.85% | |
| 4. | American Centy Etf Tr - US EQT ETF | 123,261 | $15,787,312 | 6.58% | |
| 5. | American Centy Etf Tr | 158,136 | $15,258,585 | 6.36% |
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