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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 : 2024-03-31
  Total Value : $209,694,000
  Total Value Change : $25,489,000
  Securities Held Change : -3
   
All Securities Held : 71
  New Positions : 4
  Closed Positions : 7
  Increased Positions : 20
  Unchanged Positions : 32
  Decreased Positions : 15

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Holdings Found : 18     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
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $32.36 $83,577,000 2,615,878 39.86% 13,854,000 230,556 0.291    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 2 - $63.43 $19,290,000 302,636 9.2% 3,049,000 33,873 0.336    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 3 - $25.47 $16,124,000 633,801 7.69% 1,746,000 45,020 0.07    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 5 - $0.00 $9,420,000 162,527 4.49% 1,352,000 19,457 0.146    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 9 - $77.35 $4,651,000 60,158 2.22% 667,000 8,662 0.014    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 10 - $53.89 $4,215,000 81,681 2.01% 241,000 3,110 0.001    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 11 - $0.00 $4,201,000 164,827 2% 150,000 2,539 0.159    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 13 - $0.00 $3,045,000 136,142 1.45% 405,000 20,043 0.15    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 15 - $50.38 $2,937,000 58,048 1.4% 871,000 17,576 0.003    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 18 - $107.12 $1,985,000 18,444 0.95% 93,000 993 0.001    Closed - End Fund - E...
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 24 - $0.00 $895,000 36,568 0.43% 27,000 1,106 0.095    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 27 - $99.26 $706,000 7,099 0.34% 382,000 3,813 0.001    N/A
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 32 - $0.00 $520,000 12,914 0.25% 29,000 4 0.014    N/A
   (FREL)1 Year Chart         FREL Fidelity Msci Real Estate I... 33 - $0.00 $390,000 14,942 0.19% 27,000 1,326 0.033    N/A
   (DFSE)1 Year Chart         DFSE Dimensional Emg Mkts Sustai... 37 - $0.00 $299,000 9,272 0.14% 65,000 1,877 0.103    N/A
   (DFSB)1 Year Chart         DFSB Dfa Dimensional Glbl Sustai... 41 - $0.00 $230,000 4,450 0.11% 28,000 567 0.049    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 48 - $0.00 $129,000 3,070 0.06% 41,000 1,000 0.003    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 67 - $58.46 $11,000 180 0.01% 1,000 144 0    Closed - End Fund - E...
      18 Records Found
  1    
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