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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Grunden Financial Advisory, Inc.

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0002010014-26-000001

Total Value
$255.9M
Positions
35
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (35)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,380,842$54.7M21.36%
2DIMENSIONAL ETF TRUST25434V831986,709$37.5M14.66%
3DIMENSIONAL ETF TRUST25434V872834,031$35.5M13.87%
4DIMENSIONAL ETF TRUST25434V864514,517$24.7M9.64%
5DIMENSIONAL ETF TRUST25434V724397,270$18.5M7.23%
6DIMENSIONAL ETF TRUST25434V880531,680$17.4M6.80%
7DIMENSIONAL ETF TRUST25434V815464,053$15.3M5.96%
8DIMENSIONAL ETF TRUST25434V765410,432$13.0M5.08%
9DIMENSIONAL ETF TRUST25434V401104,887$7.8M3.04%
10TEXAS INSTRS INC88250810434,515$6.0M2.34%
11DIMENSIONAL ETF TRUST25434V50065,786$4.6M1.79%
12DIMENSIONAL ETF TRUST25434V799119,769$4.1M1.61%
13DIMENSIONAL ETF TRUST25434V78190,463$3.4M1.34%
14DIMENSIONAL ETF TRUST25434V20380,668$3.1M1.20%
15DIMENSIONAL ETF TRUST25434V30243,218$1.4M0.55%
16DIMENSIONAL ETF TRUST25434V73241,193$1.4M0.53%
17DIMENSIONAL ETF TRUST25434V74038,410$1.3M0.51%
18APPLE INCAAPL3,194$868,4190.34%
19INVESCO QQQ TRIVZ1,253$769,7300.30%
20DIMENSIONAL ETF TRUST25434V84912,580$606,0010.24%
21PACCAR INCPCAR4,268$467,4370.18%
22VANGUARD INDEX FDS9229086291,200$348,2640.14%
23ALPHABET INCGOOG1,112$348,0560.14%
24IDEXX LABS INC45168D104475$321,3520.13%
25MORGAN STANLEYMS-PQ1,740$308,9020.12%
26DIMENSIONAL ETF TRUST25434V65811,535$304,7660.12%
27TESLA INCTSLA625$281,0750.11%
28WALMART INCWMT2,266$252,4550.10%
29THE CIGNA GROUP125523100856$235,5090.09%
30CAPITAL ONE FINL CORP14040H105886$214,7310.08%
31MICROSOFT CORPMSFT442$213,4750.08%
32THOMSON REUTERS CORPTMSOF1,582$208,6500.08%
33VANGUARD INDEX FDS922908769610$204,3760.08%
34INTUITINTU308$204,0250.08%
35NVIDIA CORPORATIONNVDA1,075$200,4880.08%