Hassell Wealth Management
Latest statistics and disclosures from Hassell Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VEA, DFSV, DFAC, VGIT, and represent 71.12% of Hassell Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, SHY, VGIT, AGG, EFA, AAPL, IVV, DFSV, DFEM, VEA.
- Started 6 new stock positions in IVV, AGG, SHY, EFA, AAPL, VOO.
- Reduced shares in these 6 stocks: VTI, DFAC, VWO, IEMG, DFAX, SPY.
- Hassell Wealth Management was a net buyer of stock by $5.3M.
- Hassell Wealth Management has $158M in assets under management (AUM), dropping by 5.86%.
- Central Index Key (CIK): 0001965270
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Hassell Wealth Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Hassell Wealth Management
SEC 13F filings are viewable for Hassell Wealth Management going back to 2022
- Hassell Wealth Management 2024 Q1 filed May 1, 2024
- Hassell Wealth Management 2023 Q4 filed Feb. 15, 2024
- Hassell Wealth Management 2023 Q3 filed Oct. 27, 2023
- Hassell Wealth Management 2023 Q2 filed July 25, 2023
- Hassell Wealth Management 2023 Q1 filed April 27, 2023
- Hassell Wealth Management 2022 Q4 filed Feb. 15, 2023