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Grand Wealth Management, LLC

Q4 2022 Holdings

Filed 2023-02-06 | 58 holdings | $160.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$4.9M64,5543.0%
Dimensional ETF Trust(DFIC)INTL CORE EQUITY25434V799$5.2M234,8093.3%
Ishares TR(ITOT)CORE S&P TTL STK464287150$5.4M63,7293.4%
American Centy ETF TR(AVEM)AVANTIS EMGMKT025072604$5.8M115,5263.6%
American Centy ETF TR(AVDE)INTL EQT ETF025072703$10.3M193,3176.4%
American Centy ETF TR(AVUS)US EQT ETF025072885$12.0M176,9687.5%
Dimensional ETF Trust(DFAX)WORLD EX US CORE25434V880$14.5M671,2239.0%
Dimensional ETF Trust(DFAC)US CORE EQUITY 225434V708$62.9M2,590,08539.1%
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