Hassell Wealth Management

Hassell Wealth Management as of June 30, 2025

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.1 $74M 237k 312.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $26M 452k 58.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.9 $24M 295k 82.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.7 $24M 486k 49.22
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.3 $23M 730k 31.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.9 $16M 204k 79.29
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.9 $16M 272k 59.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.8 $13M 356k 36.98
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.6 $13M 406k 30.71
Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $9.9M 289k 34.21
Dimensional Etf Trust World Ex Us Core (DFAX) 2.4 $6.5M 214k 30.30
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $5.8M 42k 138.81
Ishares Tr National Mun Etf (MUB) 1.7 $4.7M 46k 103.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.7M 76k 48.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.4M 5.4k 634.16
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.9M 22k 85.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.7M 2.9k 582.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.5M 28k 51.23
JPMorgan Chase & Co. (JPM) 0.5 $1.3M 4.3k 296.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.1M 5.8k 187.43
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.0M 23k 44.21
Ishares Core Msci Emkt (IEMG) 0.2 $586k 9.5k 62.03
Ishares Tr Core S&p500 Etf (IVV) 0.2 $419k 657.00 637.62
Apple (AAPL) 0.1 $370k 1.7k 214.09
Exxon Mobil Corporation (XOM) 0.1 $217k 2.0k 109.93
Capital One Financial (COF) 0.1 $216k 983.00 219.46