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  Name: GRAND WEALTH MANAGEMENT LLC
  City: GRAND RAPIDS
  State: MI
  Zip: 49504
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $168,456,000
  Total Value Change : $-41,238,000
  Securities Held Change : -13
   
All Securities Held : 58
  New Positions : 1
  Closed Positions : 14
  Increased Positions : 2
  Unchanged Positions : 17
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCRB)1 Year Chart         VCRB Vanguard Core Bond ETF 15 - $0.00 $1,866,000 24,540 1.11% 130,000 1,850 0.273    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 41 - $0.00 $131,000 3,149 0.08% 2,000 79 0.003    N/A

      2 Records Found
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