Grunden Financial Advisory, Inc. Portfolio Holdings by Sector
Grunden Financial Advisory, Inc.
- $204 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF DUHP DFSD DFUV DFSV DIHP DFAS 15 stocks |
$179 Million
95.19% of portfolio
|
  12  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN 1 stocks |
$7.29 Million
3.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$750,598
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$306,820
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$289,065
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$215,300
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$207,273
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|