GW

GRAND WEALTH MANAGEMENT, LLC

13F
GRAND WEALTH MANAGEMENT, LLC
Last update 2025-05-07 68 Stocks (3 new)
Value $182.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAC(38.28%)AVDE(10.46%)DFAX(7.70%)AVUS(6.53%)AVEM(5.48%)
Summary Stock Picks Current Portfolio
GRAND WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
2,111,556
69,660.2
-3.20%
38.280
-1.34%
0.220
-2.02%
-0.91%
32,828.9
 
AVDE 		Avantis International Equity ETF
287,245
19,035.7
+6.95%
10.460
+0.68%
0.310
+10.47%
+18.09%
6,920.9
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
534,684
14,008.7
-0.12%
7.700
-0.01%
0.180
+9.72%
+14.57%
8,290.5
 
AVUS 		Avantis U.S. Equity ETF
128,671
11,886.6
+55.33%
6.530
+2.33%
0.150
-1.98%
-0.60%
8,223.8
 
AVEM 		Avantis Emerging Markets Equity ETF
165,684
9,969.2
+3.95%
5.480
+0.21%
0.120
+9.15%
+10.02%
8,641.2
 
DFIC 		Dimensional International Core Equity 2 ETF
250,119
6,945.8
+0.59%
3.820
+0.02%
0.080
+10.52%
+17.57%
9,165.8
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
49,692
6,062.9
-3.76%
3.330
-0.14%
0.010
-0.98%
+0.13%
67,136.7
 
DFGP 		Dimensional Global Core Plus Fixed Income ETF
113,314
6,054.4
+64.34%
3.330
+1.30%
0.420
-0.62%
+1.40%
1,494.8
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
64,447
5,087.5
+9.21%
2.800
+0.24%
0.010
+1.01%
+2.50%
35,075.8
 
VCRB 		Vanguard Core Bond ETF
54,005
4,181.6
+26.56%
2.300
+0.48%
0.160
-0.80%
+2.08%
2,514.3
 

GRAND WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

GRAND WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUS 		Avantis U.S. Equity ETF2025-03-31Add
+2.33%
●
90.7 ($97.44) 101.57
$96.05
-1.43%
Add 55.33%
128,671
45,835
IAGG 		iShares International Aggregate Bond Fund2025-03-31Reduce
-1.48%
●
49.42 ($49.98) 50.43
$50.74
1.52%
Reduce -72.07%
20,545
-53,015
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Reduce
-1.34%
●
32.42 ($34.71) 36.1
$34.19
-1.50%
Reduce -3.2%
2,111,556
-69,763
DFGP 		Dimensional Global Core Plus Fixed Income ETF2025-03-31Add
+1.30%
●
52.15 ($53.16) 53.93
$53.47
0.58%
Add 64.34%
113,314
44,365
AVDE 		Avantis International Equity ETF2025-03-31Add
+0.68%
●
60.63 ($65.05) 68.55
$72.47
11.41%
Add 6.95%
287,245
18,658
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Reduce
-0.49%
●
49.25 ($50.03) 50.66
$48.83
-2.40%
Reduce -26.02%
49,490
-17,406
VCRB 		Vanguard Core Bond ETF2025-03-31Add
+0.48%
●
74.92 ($76.52) 77.71
$76.28
-0.31%
Add 26.56%
54,005
11,334
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+0.24%
●
77.7 ($78.41) 78.94
$78.84
0.55%
Add 9.21%
64,447
5,434
DFAR 		Dimensional US Real Estate ETF2025-03-31Add
+0.22%
●
22.35 ($23.59) 24.51
$23.37
-0.93%
Add 11.57%
159,158
16,503
AVEM 		Avantis Emerging Markets Equity ETF2025-03-31Add
+0.21%
●
57.11 ($60.13) 62.4
$64.68
7.57%
Add 3.95%
165,684
6,300

GRAND WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

GRAND WEALTH MANAGEMENT, LLC's Asset Allocation

To

GRAND WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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GRAND WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

GRAND WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GRAND WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

GRAND WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

GRAND WEALTH MANAGEMENT, LLC News

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