Hassell Wealth Management

Hassell Wealth Management as of June 30, 2026

Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 29 positions in its portfolio as reported in the June 2026 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 $90M 244k 368.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.8 $32M 456k 70.34
Dimensional Etf Trust Us Small Cap Etf (DFSV) 9.0 $29M 771k 38.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.8 $25M 532k 47.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.8 $22M 272k 81.82
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $18M 313k 58.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.5 $18M 228k 78.61
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $16M 403k 39.40
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 4.5 $15M 332k 44.04
Dimensional Etf Trust Intl Small Cap V (DISV) 3.4 $11M 276k 40.58
Dimensional Etf Trust World Ex Us Core (DFAX) 2.2 $7.3M 200k 36.44
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $6.9M 42k 163.59
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 1.6 $5.3M 53k 100.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $5.0M 86k 58.01
Ishares Tr National Mun Etf (MUB) 1.5 $4.9M 46k 106.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $4.1M 5.4k 745.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $2.4M 40k 59.17
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.2M 23k 96.31
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 0.7 $2.1M 40k 53.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.9M 2.8k 685.15
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 4.3k 330.59
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $1.2M 24k 51.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.3k 212.21
Ishares Core Msci Emkt (IEMG) 0.2 $778k 9.7k 80.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $749k 15k 50.26
Apple (AAPL) 0.2 $590k 1.9k 313.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $486k 649.00 748.84
Chevron Corporation (CVX) 0.1 $327k 1.9k 175.97
Exxon Mobil Corporation (XOM) 0.1 $279k 2.0k 141.13