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Company Main View
Name:
GRAND WEALTH MANAGEMENT LLC
City:
GRAND RAPIDS
State:
MI
Zip:
49504
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
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
Download
Free Registration Required For Full Results
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
Vanguard Core Bond ETF
15
-
$0.00
$1,866,000
24,540
1.11%
130,000
1,850
0.273
N/A
DFCF
Dfa Dimensional Core Fixed ...
41
-
$0.00
$131,000
3,149
0.08%
2,000
79
0.003
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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