Hassell Wealth Management

Hassell Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.8 $67M 222k 299.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.8 $22M 436k 49.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.4 $21M 258k 80.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.4 $21M 424k 48.99
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.2 $20M 639k 31.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.6 $16M 458k 35.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.6 $14M 178k 78.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $14M 238k 58.32
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.9 $9.8M 374k 26.13
Dimensional Etf Trust Intl Small Cap V (DISV) 3.0 $7.5M 275k 27.34
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $7.0M 53k 132.96
Dimensional Etf Trust World Ex Us Core (DFAX) 2.7 $6.8M 266k 25.48
Ishares Tr National Mun Etf (MUB) 2.0 $4.9M 46k 106.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $4.2M 6.9k 604.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $3.4M 68k 50.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.9M 3.5k 555.91
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.8M 25k 73.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.4M 31k 44.11
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 4.1k 267.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.0M 5.7k 181.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $849k 22k 38.52
Ishares Core Msci Emkt (IEMG) 0.2 $579k 11k 52.78
Apple (AAPL) 0.2 $526k 2.2k 238.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $425k 700.00 607.49
Johnson & Johnson (JNJ) 0.1 $321k 2.1k 150.35
Exxon Mobil Corporation (XOM) 0.1 $213k 2.0k 108.04