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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 : 4     View All Holdings Currently Viewing:  New 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)1 Year Chart         VCRB Vanguard Core Bond ETF 19 New $0.00 $1,736,000 22,690 0.83% 1,736,000 22,690 0.252    N/A
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 20 New $0.00 $1,640,000 30,717 0.78% 1,640,000 30,717 0.341    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 43 New $332.85 $207,000 660 0.1% 207,000 660 0    Diversified Machinery
   (YTEN)1 Year Chart         YTEN Yield10 Bioscience Inc 66 New $0.23 $12,000 12,159 0.01% 12,000 12,159 0    Rubber & Plastics

      4 Records Found
  1    
Page 1 of 1
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