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Disclosery

13F-HR filed by Grunden Financial Advisory, Inc.

Grunden Financial Advisory, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-27, with 35 holding rows worth $255,943,002.

Accession
0002010014-26-000001
Filer
CIK 2010014
Filed
2026-01-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 35 entries on the cover page, a total value of $255,943,002 stated on the cover page (in dollars after the unit check, H1), rows summing to $255,943,002 with VALUE read as dollars as filed, 13F file number 028-23566. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,380,842$54,667,506dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF986,709$37,524,548dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF834,031$35,496,341dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF514,517$24,671,097dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE397,270$18,508,792dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE531,680$17,401,888dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF464,053$15,262,690dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT410,432$12,996,329dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF104,887$7,779,438dollars as filed
Texas Instruments Incorporated882508104COM34,515$5,988,031dollars as filed
Dimensional US Small Cap ETF25434V500COM65,786$4,583,330dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY119,769$4,127,239dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS90,463$3,437,603dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK80,668$3,074,257dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG43,218$1,407,610dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO41,193$1,362,655dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA38,410$1,295,937dollars as filed
Apple Inc037833100COM3,194$868,419dollars as filed
INVESCO QQQ TR46090E103COM1,253$769,730dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF12,580$606,001dollars as filed
PACCAR INC COM693718108Stock4,268$467,437dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,200$348,264dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,112$348,056dollars as filed
IDEXX LABS INC COM45168D104Stock475$321,352dollars as filed
Morgan Stanley617446448COM1,740$308,902dollars as filed
Dimensional Global Real Estate ETF25434V658COM11,535$304,766dollars as filed
Tesla Motors, Inc88160R101COM625$281,075dollars as filed
Walmart Inc.931142103COM2,266$252,455dollars as filed
Cigna Corporation125523100COM856$235,509dollars as filed
CAPITAL ONE FINL CORP14040H105COM886$214,731dollars as filed
Microsoft Corp594918104COM442$213,475dollars as filed
THOMSON REUTERS CORP COM884903808Stock1,582$208,650dollars as filed
VTI922908769COM610$204,376dollars as filed
Intuit Inc.461202103COM308$204,025dollars as filed
NVIDIA Corp67066G104COM1,075$200,488dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002010014-26-000001this filing2026-01-27acceptance time not in the bulk data set