| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 39.1% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 9.8% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 13.8% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 7.5% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 8.2% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| VANGUARD MALVERN FDS | 8 | Q3 2023 | 5.9% |
| ISHARES INC | 8 | Q3 2023 | 3.5% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 4.3% |
| VANGUARD MUN BD FDS | 8 | Q3 2023 | 2.6% |
View GRAND WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-08-25 |
View GRAND WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.