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Grunden Financial Advisory

Latest statistics and disclosures from Grunden Financial Advisory's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002010014

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Positions held by Grunden Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Grunden Financial Advisory

Grunden Financial Advisory holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	23.0	$41M	1.4M	29.23	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	16.1	$29M	675k	42.40	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	12.7	$23M	792k	28.61	View chart
Dimensional Etf Trust Short Duration F (DFSD)	11.4	$20M	431k	47.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.4	$15M	404k	37.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.7	$14M	559k	24.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.1	$11M	375k	29.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.7	$8.4M	328k	25.66	View chart
Texas Instruments Incorporated (TXN)	3.4	$6.0M	35k	170.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$3.2M	54k	59.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$1.7M	64k	25.78	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.9	$1.5M	30k	51.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$1.2M	46k	25.53	View chart
Apple (AAPL)	0.3	$619k	3.2k	192.53	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$513k	11k	48.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$366k	15k	24.96	View chart
Intuit (INTU)	0.2	$309k	494.00	625.12	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$293k	12k	25.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$280k	1.2k	232.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$276k	775.00	356.66	View chart
Ford Motor Company (F)	0.2	$276k	23k	12.19	View chart
Cigna Corp (CI)	0.1	$247k	824.00	299.59	View chart
Thomson Reuters Corp. (TRI)	0.1	$231k	1.6k	146.22	View chart
Martin Marietta Materials (MLM)	0.1	$212k	425.00	498.91	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$210k	4.2k	50.13	View chart

Past Filings by Grunden Financial Advisory

SEC 13F filings are viewable for Grunden Financial Advisory going back to 2023

Grunden Financial Advisory 2023 Q4 filed Jan. 31, 2024

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