SEC Form 13F

GRAND WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$239,940,574
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$83,095,9611,873,218
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$26,643,006298,688
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$16,431,462446,022
AMERICAN CENTY ETF TRAVUSUS EQT ETF$15,787,312123,261
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$15,258,585158,136
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$10,723,801196,912
VANGUARD MALVERN FDSVCRBCORE BD ETF$8,033,082104,011
ISHARES TRITOTCORE S&P TTL STK$7,834,85847,695
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$7,562,056202,954
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$7,379,92893,381

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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