GRAND WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Grand Rapids, MI
CIK
0001939443
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 184,204 DFAC, AVDE, DFAX, AVUS 13F-HR 1/29/2024 000139834424001231
Q3 2023 69 163,303 DFAC, AVDE, DFAX, AVUS 13F-HR 11/9/2023 000139834423020350
Q2 2023 73 168,184 DFAC, DFAX, AVDE, AVUS 13F-HR 8/14/2023 000139834423014763
Q1 2023 57 166,344 DFAC, DFAX, AVDE, AVUS 13F-HR 5/10/2023 000139834423009418
Q4 2022 58 160,775 DFAC, DFAX, AVUS, AVDE 13F-HR 2/6/2023 000139834423002149
Q3 2022 59 190,297 DFAC, BND, VCSH, DFAX 13F-HR 11/8/2022 000139834422021618
Q2 2022 58 196,741 DFAC, BND, VCSH, DFAX 13F-HR 8/25/2022 000139834422016955
Q1 2022 58 213,957 DFAC, BND, VCSH, DFAX 13F-HR 8/25/2022 000139834422016952
Q4 2021 59 223,018 DFAC, BND, VCSH, DFAX 13F-HR 8/25/2022 000139834422016912