Grunden Financial Advisory, Inc. Portfolio Holdings by Sector
Grunden Financial Advisory, Inc.
- $192 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DUHP DFSD DFUV DFSV DIHP DFAS 15 stocks |
$168 Million
94.87% of portfolio
|
  13  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$6.86 Million
3.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$677,765
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$324,710
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$274,747
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$216,720
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$209,655
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$202,549
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$200,990
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$135,070
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|