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 73.59% of Hassell Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: VWO, DFEM, ITOT, DISV, IEFA, VEA, IEMG, DFSV.
- Reduced shares in these 8 stocks: , SUB, VTI, DFAC, DFAX, , VGIT, SPEM.
- Sold out of its positions in SUB, XSD, VCSH.
- Hassell Wealth Management was a net seller of stock by $-8.3M.
- Hassell Wealth Management has $149M in assets under management (AUM), dropping by 8.42%.
- Central Index Key (CIK): 0001965270
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Hassell Wealth Management holds 18 positions in its portfolio as reported in the December 2023 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 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