Hiley Hunt Wealth Management

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

  • Top 5 stock holdings are VTV, VUG, DFCF, VCSH, VEA, and represent 56.70% of Hiley Hunt Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFCF, DUSB, BND, DFIC, VCSH, DFNM, DFAS, IJH, VTV, VEA.
  • Started 2 new stock positions in KO, PG.
  • Reduced shares in these 10 stocks: MUB, MSFT, SCHW, AMZN, VUG, BRK.B, DFAU, COST, AAPL, IVW.
  • Sold out of its positions in AMZN, SCHW.
  • Hiley Hunt Wealth Management was a net buyer of stock by $3.4M.
  • Hiley Hunt Wealth Management has $175M in assets under management (AUM), dropping by 7.82%.
  • Central Index Key (CIK): 0002048051

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Portfolio Holdings for Hiley Hunt Wealth Management

Hiley Hunt Wealth Management holds 38 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 16.6 $29M 166k 174.57
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Vanguard Index Fds Growth Etf (VUG) 13.7 $24M 62k 383.93
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Dimensional Etf Trust Core Fixed Incom (DFCF) 12.4 $22M +4% 500k 43.19
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.3 $13M +2% 161k 79.42
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $12M +2% 225k 52.81
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Dimensional Etf Trust Intl Core Equity (DFIC) 5.8 $10M +3% 357k 28.14
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Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $8.8M +3% 142k 62.32
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Ishares Tr Core S&p Scp Etf (IJR) 4.2 $7.3M 62k 116.96
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $7.0M +2% 147k 47.85
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.5 $6.1M +16% 121k 50.77
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.2 $5.6M +3% 197k 28.15
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $3.5M +8% 55k 64.86
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $3.4M +20% 46k 75.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.0M -4% 6.5k 460.26
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Ishares Tr Msci Eafe Etf (EFA) 1.5 $2.6M 31k 83.63
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.9M 8.1k 237.22
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.7M 5.0k 345.29
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $1.6M +25% 32k 48.54
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Union Pacific Corporation (UNP) 0.8 $1.4M -2% 5.7k 246.47
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Apple (AAPL) 0.8 $1.4M -2% 6.0k 233.01
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $1.3M -10% 32k 39.69
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M -2% 2.2k 573.71
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Microsoft Corporation (MSFT) 0.6 $1.1M -17% 2.6k 430.28
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M 4.0k 263.82
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $623k -5% 6.5k 95.75
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Costco Wholesale Corporation (COST) 0.3 $597k -17% 673.00 886.46
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $580k 7.0k 82.94
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Us Bancorp Del Com New (USB) 0.3 $522k 11k 45.73
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $452k 1.2k 375.38
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $445k 5.6k 78.69
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Wal-Mart Stores (WMT) 0.2 $410k 5.1k 80.75
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Ishares Tr National Mun Etf (MUB) 0.2 $362k -51% 3.3k 108.63
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $299k 518.00 577.11
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Johnson & Johnson (JNJ) 0.2 $264k 1.6k 162.01
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Valmont Industries (VMI) 0.1 $226k 778.00 289.88
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $223k -9% 1.3k 165.81
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Coca-Cola Company (KO) 0.1 $219k NEW 3.0k 71.87
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Procter & Gamble Company (PG) 0.1 $207k NEW 1.2k 173.20
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Past Filings by Hiley Hunt Wealth Management

SEC 13F filings are viewable for Hiley Hunt Wealth Management going back to 2024