Hassell Wealth Management

Hassell Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.5 $66M 234k 281.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.9 $21M 426k 50.10
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.4 $20M 657k 30.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.1 $19M 238k 81.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.1 $19M 389k 49.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.7 $16M 468k 34.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.4 $13M 220k 58.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.4 $13M 165k 78.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $10M 372k 27.15
Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $7.5M 273k 27.42
Dimensional Etf Trust World Ex Us Core (DFAX) 2.9 $6.8M 266k 25.77
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $6.5M 52k 124.75
Ishares Tr National Mun Etf (MUB) 2.0 $4.9M 46k 107.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $4.0M 7.0k 568.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.3M 4.4k 522.73
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.8M 24k 73.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.3M 29k 46.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.0M 5.7k 176.29
JPMorgan Chase & Co. (JPM) 0.4 $907k 4.1k 221.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $868k 22k 40.21
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $705k 8.6k 82.36
Ishares Core Msci Emkt (IEMG) 0.2 $590k 11k 55.62
Apple (AAPL) 0.2 $499k 2.2k 225.87
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $426k 4.3k 98.41
Ishares Tr Core S&p500 Etf (IVV) 0.2 $400k 700.00 571.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $298k 3.8k 79.22
Exxon Mobil Corporation (XOM) 0.1 $230k 2.0k 116.78