Hassell Wealth Management

Hassell Wealth Management as of March 31, 2023

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.9 $41M 202k 201.66
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.2 $15M 608k 25.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.7 $15M 318k 45.76
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.4 $11M 478k 23.95
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.1 $11M 182k 60.44
Dimensional Etf Trust World Ex Us Core (DFAX) 5.7 $7.8M 339k 23.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.4 $6.0M 263k 23.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $5.4M 113k 47.95
Ishares Tr National Mun Etf (MUB) 3.7 $5.0M 47k 107.57
Dimensional Etf Trust Intl Small Cap V (DISV) 3.5 $4.8M 200k 24.07
Ishares Tr Core S&p Ttl Stk (ITOT) 3.1 $4.2M 47k 89.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.9M 7.0k 406.08
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $2.0M 19k 104.49
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.5M 23k 67.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.2M 30k 39.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $820k 5.7k 142.72
JPMorgan Chase & Co. (JPM) 0.4 $518k 3.8k 137.67
Ishares Core Msci Emkt (IEMG) 0.3 $464k 9.8k 47.35
Exxon Mobil Corporation (XOM) 0.3 $346k 3.0k 116.52
Spdr Ser Tr S&p Semicndctr (XSD) 0.2 $317k 1.7k 182.17