| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 23.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 16.1% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 13.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 11.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 8.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 7.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.1% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.8% |
| TEXAS INSTRS INC | 3 | Q2 2024 | 3.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 1.8% |
View Grunden Financial Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
View Grunden Financial Advisory, Inc.'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.