Hassell Wealth Management

Hassell Wealth Management as of June 30, 2023

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 20 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
Vanguard Index Fds Total Stk Mkt (VTI) 31.9 $47M 207k 224.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $16M 339k 47.18
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.9 $15M 523k 27.66
Dimensional Etf Trust Us Small Cap Val (DFSV) 9.5 $14M 523k 26.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.0 $10M 174k 58.86
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $7.1M 284k 24.90
Dimensional Etf Trust World Ex Us Core (DFAX) 4.7 $6.9M 288k 23.98
Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $5.3M 215k 24.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.5 $5.1M 108k 47.21
Ishares Tr National Mun Etf (MUB) 3.4 $5.0M 47k 106.83
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $4.8M 48k 99.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $3.2M 7.0k 450.84
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $2.0M 19k 104.14
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.6M 23k 68.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.3M 32k 41.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $875k 5.7k 152.35
JPMorgan Chase & Co. (JPM) 0.4 $577k 3.8k 153.38
Ishares Core Msci Emkt (IEMG) 0.4 $514k 10k 51.09
Spdr Ser Tr S&p Semicndctr (XSD) 0.3 $403k 1.7k 231.61
Exxon Mobil Corporation (XOM) 0.2 $301k 3.0k 101.38