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  Name: GRAND WEALTH MANAGEMENT LLC
  City: GRAND RAPIDS
  State: MI
  Zip: 49504
   
Achive data
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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 : 15     View All Holdings Currently Viewing:  Decreased 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
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 4 - $0.00 $11,939,000 133,399 5.69% 583,000 -5,856 0.148    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 6 - $0.00 $6,964,000 260,329 3.32% 149,000 -6,604 0.029    N/A
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 8 - $0.00 $4,937,000 98,845 2.35% -418,000 -8,690 0.11    N/A
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 12 - $47.01 $3,282,000 69,731 1.57% -129,000 -1,728 0.03    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 14 - $51.42 $3,013,000 55,359 1.44% 14,000 -1,942 0.006    N/A
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 16 - $0.00 $2,933,000 71,099 1.4% -922,000 -21,050 0.552    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 21 - $269.40 $1,202,000 4,624 0.57% 103,000 -8 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 22 - $446.34 $1,157,000 2,750 0.55% -132,000 -677 0    Application Software
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 25 - $59.61 $892,000 14,302 0.43% 12,000 -464 0.016    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 30 - $0.00 $559,000 16,611 0.27% -9,000 -1,110 0.018    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 36 - $48.45 $301,000 6,293 0.14% -308,000 -6,521 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 38 - $407.95 $297,000 707 0.14% -7,000 -144 0    Property & Casualty I...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 39 - $88.90 $293,000 3,123 0.14% 4,000 -94 0.003    N/A
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 40 - $237.20 $243,000 1,000 0.12% 35,000 -14 0    Drugs Wholesale
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 57 - $376.25 $59,000 170 0.03% 3,000 -11 0    Closed - End Fund - E...
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