0001085146-24-003684.txt : 20240809 0001085146-24-003684.hdr.sgml : 20240809 20240809165743 ACCESSION NUMBER: 0001085146-24-003684 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240809 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240809 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: 241193757 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 06-30-2024 06-30-2024 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 08-09-2024 0 26 191530230 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 209655 1151 SH SOLE 1151 0 0 APPLE INC COM 037833100 BBG001S5N8V8 677765 3218 SH SOLE 3218 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 29181964 702503 SH SOLE 702503 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 503734 18845 SH SOLE 18845 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 436404 15869 SH SOLE 15869 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 1630024 62002 SH SOLE 62002 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 9061735 344291 SH SOLE 344291 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1848292 68697 SH SOLE 68697 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 510103 10678 SH SOLE 10678 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 21121117 449385 SH SOLE 449385 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 45828664 1421485 SH SOLE 1421485 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 1706865 29004 SH SOLE 29004 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 26102842 815968 SH SOLE 815968 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 15632997 398090 SH SOLE 398090 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 3111514 51790 SH SOLE 51790 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 11353370 394488 SH SOLE 394488 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 13840683 544480 SH SOLE 544480 0 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 135070 10771 SH SOLE 10771 0 0 INTUIT COM 461202103 BBG001S6TWR2 324710 494 SH SOLE 494 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 216720 400 SH SOLE 400 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 202549 453 SH SOLE 453 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 6860518 35267 SH SOLE 35267 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 274747 831 SH SOLE 831 0 0 THOMSON REUTERS CORP. COM 884903808 BBG001S5WSW3 266678 1582 SH SOLE 1582 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 290520 1200 SH SOLE 1200 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 200990 751 SH SOLE 751 0 0