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 56.56% of Hiley Hunt Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFCF, DUSB, VCSH, VEA, DFIC, VTV, DFEM, BND, DFNM, MUB.
  • Started 2 new stock positions in AMZN, SCHW.
  • Reduced shares in these 10 stocks: KO, VOOG, SPY, USB, VUG, BRK.B, EFA, VO, UNP, IVW.
  • Sold out of its position in KO.
  • Hiley Hunt Wealth Management was a net buyer of stock by $9.2M.
  • Hiley Hunt Wealth Management has $180M in assets under management (AUM), dropping by 3.26%.
  • Central Index Key (CIK): 0002048051

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Portfolio Holdings for Hiley Hunt Wealth Management

Hiley Hunt Wealth Management holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.8 $29M 168k 169.30
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Vanguard Index Fds Growth Etf (VUG) 14.1 $26M 62k 410.44
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Dimensional Etf Trust Core Fixed Incom (DFCF) 12.4 $22M +8% 540k 41.27
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.8 $14M +12% 181k 78.01
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.4 $12M +7% 242k 47.82
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Dimensional Etf Trust Intl Core Equity (DFIC) 5.5 $10M +8% 386k 25.84
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Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $9.0M 144k 62.31
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.3 $7.7M +26% 153k 50.59
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Ishares Tr Core S&p Scp Etf (IJR) 4.1 $7.4M +3% 65k 115.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $6.7M +3% 152k 44.04
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.1 $5.6M +7% 213k 26.19
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $3.7M +4% 57k 65.08
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $3.7M +12% 51k 71.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.9M 6.4k 453.28
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Ishares Tr Msci Eafe Etf (EFA) 1.3 $2.4M 31k 75.61
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.9M 8.1k 240.29
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $1.8M +20% 39k 47.77
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $1.6M -10% 4.5k 366.04
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Apple (AAPL) 0.8 $1.5M 6.0k 250.42
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Microsoft Corporation (MSFT) 0.8 $1.4M +26% 3.3k 421.55
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Union Pacific Corporation (UNP) 0.7 $1.3M 5.7k 228.03
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $1.3M 32k 40.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M -4% 2.1k 586.03
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M 4.0k 264.14
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $655k 6.5k 101.53
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Ishares Tr National Mun Etf (MUB) 0.4 $651k +83% 6.1k 106.55
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Costco Wholesale Corporation (COST) 0.3 $617k 674.00 916.01
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $608k 6.9k 87.90
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Us Bancorp Del Com New (USB) 0.3 $488k -10% 10k 47.83
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $484k 1.2k 401.58
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Wal-Mart Stores (WMT) 0.3 $459k 5.1k 90.35
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $448k +2% 5.8k 77.27
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $345k +12% 585.00 588.82
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $255k 1.3k 189.35
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Valmont Industries (VMI) 0.1 $239k 779.00 306.80
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Johnson & Johnson (JNJ) 0.1 $237k 1.6k 144.63
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Charles Schwab Corporation (SCHW) 0.1 $228k NEW 3.1k 74.01
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Amazon (AMZN) 0.1 $215k NEW 980.00 219.39
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Procter & Gamble Company (PG) 0.1 $200k 1.2k 167.65
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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