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Silicon Hills Wealth Management

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

Top 5 stock holdings are DFSD, AVUS, AVDV, AVSU, AVUV, and represent 42.01% of Silicon Hills Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUS, DFSD, BRK.B, AVUV, SJT, PBT, AVSU, NVDA, COST, MSFT.
Started 2 new stock positions in PBT, SJT.
Reduced shares in these 10 stocks: AVDV, DFNM, DFAI, QMOM, AMZN, QQQ, SOFI, RSP, SPLV, DFUS.
Sold out of its positions in EDIT, SOFI.
Silicon Hills Wealth Management was a net buyer of stock by $3.7M.
Silicon Hills Wealth Management has $177M in assets under management (AUM), dropping by 6.30%.
Central Index Key (CIK): 0001799054

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Portfolio Holdings for Silicon Hills Wealth Management

Silicon Hills Wealth Management holds 84 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Short Duration F (DFSD)	13.6	$24M	+6%	520k	46.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	13.4	$24M	+18%	315k	75.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.9	$11M	-8%	183k	57.56	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	4.6	$8.1M		157k	51.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.5	$8.1M	+8%	104k	77.61	View chart
Ea Series Trust Us Quan Momentum (QMOM)	4.5	$7.9M	-3%	171k	46.46	View chart
Apple (AAPL)	4.0	$7.1M		36k	193.97	View chart
Ea Series Trust Us Quan Value (QVAL)	3.9	$7.0M		202k	34.60	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.7	$6.6M		270k	24.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$5.2M	-2%	14k	369.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.6	$4.7M	-9%	172k	27.32	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.1	$3.8M	-14%	79k	47.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$3.5M	-2%	23k	149.64	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	1.9	$3.4M		67k	51.21	View chart
Amazon (AMZN)	1.3	$2.4M	-8%	18k	130.36	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.2	$2.2M	-3%	45k	48.16	View chart
Visa Com Cl A (V)	1.2	$2.2M		9.2k	237.48	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.1	$1.9M	-4%	30k	62.81	View chart
American Express Company (AXP)	1.0	$1.8M		11k	174.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.7M	+66%	5.1k	341.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$1.6M		16k	97.84	View chart
Microsoft Corporation (MSFT)	0.9	$1.6M	+5%	4.6k	340.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$1.5M		48k	30.99	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.8	$1.5M		32k	46.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$1.5M	-4%	26k	57.40	View chart
Honeywell International (HON)	0.8	$1.4M		6.8k	207.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$1.4M		34k	41.73	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.4M	+2%	9.6k	145.44	View chart
Johnson & Johnson (JNJ)	0.7	$1.3M		8.0k	165.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		11k	119.70	View chart
Pepsi (PEP)	0.7	$1.2M		6.5k	185.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.2M		2.7k	443.28	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.6	$1.1M	-2%	24k	43.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.0M		2.00	517810.00	View chart
Amgen (AMGN)	0.6	$1.0M		4.5k	222.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$959k		7.9k	120.97	View chart
Union Pacific Corporation (UNP)	0.5	$829k		4.1k	204.62	View chart
Dimensional Etf Trust International (DFSI)	0.4	$785k	-2%	26k	30.45	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$746k	-8%	19k	40.09	View chart
Procter & Gamble Company (PG)	0.4	$723k		4.8k	151.74	View chart
Home Depot (HD)	0.4	$714k	-8%	2.3k	310.64	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$665k		14k	46.39	View chart
Abbvie (ABBV)	0.4	$662k	+6%	4.9k	134.73	View chart
Exxon Mobil Corporation (XOM)	0.4	$641k		6.0k	107.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$625k	-3%	1.4k	445.71	View chart
Cisco Systems (CSCO)	0.3	$614k		12k	51.74	View chart
Coca-Cola Company (KO)	0.3	$594k		9.9k	60.22	View chart
Nike CL B (NKE)	0.3	$562k		5.1k	110.37	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$554k	-4%	23k	23.65	View chart
NVIDIA Corporation (NVDA)	0.3	$542k	+26%	1.3k	423.02	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$515k		716.00	718.54	View chart
Paypal Holdings (PYPL)	0.3	$498k		7.5k	66.73	View chart
salesforce (CRM)	0.3	$496k		2.3k	211.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$493k		9.0k	54.80	View chart
Costco Wholesale Corporation (COST)	0.3	$457k	+30%	848.00	538.38	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$453k	-12%	18k	25.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$434k		2.7k	161.17	View chart
Boston Scientific Corporation (BSX)	0.2	$413k		7.6k	54.09	View chart
Cigna Corp (CI)	0.2	$406k		1.4k	280.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$390k	-3%	3.9k	99.65	View chart
D.R. Horton (DHI)	0.2	$377k		3.1k	121.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$368k		8.3k	44.14	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.2	$366k	-6%	15k	23.80	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$363k		3.0k	121.24	View chart
Caterpillar (CAT)	0.2	$355k		1.4k	246.05	View chart
Chevron Corporation (CVX)	0.2	$354k		2.2k	157.35	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.2	$298k	NEW	40k	7.40	View chart
Emerson Electric (EMR)	0.2	$294k		3.3k	90.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$290k		1.4k	207.06	View chart
Intellia Therapeutics (NTLA)	0.2	$289k		7.1k	40.78	View chart
Micron Technology (MU)	0.2	$287k		4.6k	63.11	View chart
Etf Ser Solutions Nationwide Nasdq (NUSI)	0.2	$281k		13k	21.55	View chart
Tesla Motors (TSLA)	0.2	$266k		1.0k	261.77	View chart
Fidelity National Information Services (FIS)	0.1	$263k		4.8k	54.70	View chart
Wal-Mart Stores (WMT)	0.1	$250k		1.6k	157.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$246k		6.8k	36.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$243k		1.4k	173.86	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.1	$241k	NEW	9.7k	24.94	View chart
Nutanix Cl A (NTNX)	0.1	$239k	-10%	8.5k	28.05	View chart
Automatic Data Processing (ADP)	0.1	$226k		1.0k	219.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$217k		2.7k	81.08	View chart
Pfizer (PFE)	0.1	$217k	-15%	5.9k	36.68	View chart
American Tower Reit (AMT)	0.1	$216k		1.1k	193.94	View chart
JetBlue Airways Corporation (JBLU)	0.1	$185k		21k	8.86	View chart

Past Filings by Silicon Hills Wealth Management

SEC 13F filings are viewable for Silicon Hills Wealth Management going back to 2019

Silicon Hills Wealth Management 2023 Q2 filed Aug. 14, 2023
Silicon Hills Wealth Management 2023 Q1 filed May 15, 2023
Silicon Hills Wealth Management 2022 Q4 filed Feb. 13, 2023
Silicon Hills Wealth Management 2022 Q3 filed Nov. 14, 2022
Silicon Hills Wealth Management 2022 Q2 filed Aug. 12, 2022
Silicon Hills Wealth Management 2022 Q1 filed May 13, 2022
Silicon Hills Wealth Management 2021 Q4 filed Feb. 11, 2022
Silicon Hills Wealth Management 2021 Q3 filed Nov. 15, 2021
Silicon Hills Wealth Management 2021 Q2 filed Aug. 16, 2021
Silicon Hills Wealth Management 2021 Q1 filed May 17, 2021
Silicon Hills Wealth Management 2020 Q4 filed Feb. 10, 2021
Silicon Hills Wealth Management 2020 Q3 filed Nov. 16, 2020
Silicon Hills Wealth Management 2020 Q2 filed July 29, 2020
Silicon Hills Wealth Management 2020 Q1 filed May 15, 2020
Silicon Hills Wealth Management 2019 Q4 filed Jan. 13, 2020

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