Hassell Wealth Management

Latest statistics and disclosures from Hassell Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Hassell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.7 $80M -2% 233k 341.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.9 $30M 452k 65.14
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.9 $27M +2% 317k 83.78
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Dimensional Etf Trust Us Small Cap Val (DFSV) 8.8 $26M 752k 34.92
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.7 $26M +5% 539k 48.54
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.9 $18M +3% 221k 79.76
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.9 $18M +3% 293k 59.79
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.7 $14M -2% 401k 34.72
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.5 $14M -4% 334k 40.69
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $11M -4% 276k 39.55
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Dimensional Etf Trust World Ex Us Core (DFAX) 2.3 $6.9M -5% 203k 34.11
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $6.4M 42k 151.56
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Ishares Tr National Mun Etf (MUB) 1.6 $4.9M 46k 107.61
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $4.1M +6% 81k 50.60
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.7M -3% 5.4k 691.69
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.1M 23k 92.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.8M -4% 2.8k 636.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.6M 29k 56.00
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JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.3k 312.44
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.1M 5.8k 199.05
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.1M +2% 23k 48.69
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Ishares Core Msci Emkt (IEMG) 0.2 $682k 9.6k 70.92
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Apple (AAPL) 0.2 $533k +7% 2.1k 255.53
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $451k 649.00 694.45
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Exxon Mobil Corporation (XOM) 0.1 $256k 2.0k 129.89
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Capital One Financial (COF) 0.1 $236k 986.00 239.04
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Past Filings by Hassell Wealth Management

SEC 13F filings are viewable for Hassell Wealth Management going back to 2022