0001085146-24-002112.txt : 20240430 0001085146-24-002112.hdr.sgml : 20240430 20240429204404 ACCESSION NUMBER: 0001085146-24-002112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Grunden Financial Advisory, Inc. CENTRAL INDEX KEY: 0002010014 ORGANIZATION NAME: IRS NUMBER: 050545101 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23566 FILM NUMBER: 24893626 BUSINESS ADDRESS: STREET 1: 515 SOUTH CARROLL BLVD CITY: DENTON STATE: TX ZIP: 76201 BUSINESS PHONE: 940-591-9007 MAIL ADDRESS: STREET 1: 515 SOUTH CARROLL BLVD CITY: DENTON STATE: TX ZIP: 76201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002010014 XXXXXXXX 03-31-2024 03-31-2024 false Grunden Financial Advisory, Inc.

515 SOUTH CARROLL BLVD DENTON TX 76201

13F HOLDINGS REPORT 028-23566 000111595 801-58252 N David Ragan 940-591-9007 /s/David Ragan Denton TX 04-29-2024 0 24 188034894 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 533646 3112 SH SOLE 3112 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 28730912 684885 SH SOLE 684885 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 414080 16245 SH SOLE 16245 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 342467 13193 SH SOLE 13193 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 1380188 51596 SH SOLE 51596 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 8978420 333275 SH SOLE 333275 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1773396 65223 SH SOLE 65223 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 510126 10608 SH SOLE 10608 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 20696217 439971 SH SOLE 439971 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 44887799 1404939 SH SOLE 1404939 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 1688546 29634 SH SOLE 29634 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 25098186 793995 SH SOLE 793995 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 16254132 397412 SH SOLE 397412 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 3226717 51760 SH SOLE 51760 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 11501876 382122 SH SOLE 382122 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 13958664 548690 SH SOLE 548690 0 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 301169 22678 SH SOLE 22678 0 0 INTUIT COM 461202103 BBG001S6TWR2 321148 494 SH SOLE 494 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 245576 400 SH SOLE 400 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 6143690 35266 SH SOLE 35266 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 300594 828 SH SOLE 828 0 0 THOMSON REUTERS CORP. COM 884903808 BBG001S5WSW3 246523 1582 SH SOLE 1582 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 299832 1200 SH SOLE 1200 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 200990 773 SH SOLE 773 0 0