Hassell Wealth Management

Hassell Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.9 $37M 186k 199.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.3 $18M 697k 25.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $13M 286k 45.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.3 $11M 186k 59.73
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.2 $11M 416k 26.47
Dimensional Etf Trust World Ex Us Core (DFAX) 6.7 $9.0M 388k 23.14
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $5.5M 231k 24.07
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $5.4M 115k 46.90
Ishares Tr National Mun Etf (MUB) 3.8 $5.0M 47k 107.56
Dimensional Etf Trust Intl Small Cap V (DISV) 3.2 $4.2M 177k 23.91
Ishares Tr Core S&p Ttl Stk (ITOT) 3.1 $4.1M 47k 88.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.8M 7.0k 397.77
Ishares Tr Shrt Nat Mun Etf (SUB) 1.5 $2.0M 19k 104.85
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.5M 23k 66.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.2M 29k 41.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $854k 5.7k 148.74
JPMorgan Chase & Co. (JPM) 0.4 $530k 3.8k 140.80
Ishares Core Msci Emkt (IEMG) 0.4 $494k 9.8k 50.44
Exxon Mobil Corporation (XOM) 0.3 $335k 3.0k 112.93
Spdr Ser Tr S&p Semicndctr (XSD) 0.2 $325k 1.7k 186.69
First Horizon National Corporation (FHN) 0.2 $220k 9.0k 24.51