Hassell Wealth Management

Hassell Wealth Management as of March 31, 2025

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.8 $60M 228k 264.15
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.5 $22M 453k 49.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.4 $22M 276k 80.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.4 $22M 440k 49.98
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.5 $18M 685k 25.56
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.4 $15M 253k 59.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.4 $15M 190k 78.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.0 $12M 373k 31.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $10M 396k 25.62
Dimensional Etf Trust Intl Small Cap V (DISV) 3.5 $8.2M 285k 28.65
Dimensional Etf Trust World Ex Us Core (DFAX) 2.4 $5.6M 219k 25.60
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $4.8M 41k 117.24
Ishares Tr National Mun Etf (MUB) 2.0 $4.7M 46k 103.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $3.7M 76k 48.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.9M 5.4k 539.13
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.6M 22k 74.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.6M 3.2k 495.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 27k 43.50
JPMorgan Chase & Co. (JPM) 0.4 $1.0M 4.3k 234.71
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $944k 5.8k 164.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $846k 22k 37.81
Ishares Core Msci Emkt (IEMG) 0.2 $487k 9.3k 52.14
Apple (AAPL) 0.2 $437k 2.2k 202.48
Ishares Tr Core S&p500 Etf (IVV) 0.2 $373k 689.00 541.64
Exxon Mobil Corporation (XOM) 0.1 $204k 2.0k 103.39