HMV Wealth Advisors

HMV Wealth Advisors as of March 31, 2025

Portfolio Holdings for HMV Wealth Advisors

HMV Wealth Advisors holds 80 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
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.7 $8.5M 165k 51.49
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.4 $8.1M 417k 19.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.0 $6.3M 73k 87.17
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $6.1M 22k 274.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.3 $5.4M 163k 32.99
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $5.1M 129k 39.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.0 $5.1M 73k 69.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.8 $4.7M 179k 26.46
Ishares Tr Core S&p Ttl Stk (ITOT) 3.5 $4.4M 36k 122.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.3 $4.2M 71k 59.40
Apple (AAPL) 2.7 $3.5M 16k 222.13
Dimensional Etf Trust Us High Profitab (DUHP) 2.6 $3.3M 101k 33.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.4 $3.0M 74k 41.21
Ishares Tr Core Msci Intl (IDEV) 2.4 $3.0M 43k 68.89
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $2.9M 76k 38.44
Dimensional Etf Trust Intl High Profit (DIHP) 2.2 $2.7M 101k 26.94
Amazon (AMZN) 2.1 $2.6M 14k 190.26
Dimensional Etf Trust Intl Small Cap V (DISV) 2.0 $2.5M 85k 29.12
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $2.1M 79k 26.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $2.0M 26k 78.28
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.5 $1.9M 19k 100.89
Meta Platforms Cl A (META) 1.4 $1.8M 3.2k 576.36
NVIDIA Corporation (NVDA) 1.4 $1.7M 16k 108.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $1.7M 68k 25.04
JPMorgan Chase & Co. (JPM) 1.2 $1.6M 6.4k 245.30
Visa Com Cl A (V) 1.2 $1.5M 4.3k 350.46
Microsoft Corporation (MSFT) 1.2 $1.5M 4.0k 375.39
Eli Lilly & Co. (LLY) 1.1 $1.3M 1.6k 825.91
Mastercard Incorporated Cl A (MA) 1.1 $1.3M 2.4k 548.12
Home Depot (HD) 1.0 $1.2M 3.4k 366.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $1.2M 43k 28.15
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.0M 6.7k 154.64
UnitedHealth (UNH) 0.8 $957k 1.8k 523.75
Fiserv (FI) 0.7 $934k 4.2k 220.83
Marathon Petroleum Corp (MPC) 0.7 $869k 6.0k 145.69
Stryker Corporation (SYK) 0.7 $869k 2.3k 372.25
Roper Industries (ROP) 0.7 $846k 1.4k 589.58
Lam Research Corp Com New (LRCX) 0.7 $820k 11k 72.70
At&t (T) 0.6 $728k 26k 28.28
Accenture Plc Ireland Shs Class A (ACN) 0.6 $716k 2.3k 312.04
Abbott Laboratories (ABT) 0.6 $713k 5.4k 132.65
Cisco Systems (CSCO) 0.6 $710k 12k 61.71
Charles Schwab Corporation (SCHW) 0.5 $665k 8.5k 78.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $653k 11k 60.17
American Electric Power Company (AEP) 0.5 $636k 5.8k 109.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $630k 1.2k 532.58
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $604k 23k 26.58
Union Pacific Corporation (UNP) 0.5 $603k 2.6k 236.24
Texas Instruments Incorporated (TXN) 0.5 $578k 3.2k 179.70
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.5 $576k 11k 54.02
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $497k 10k 49.90
Lockheed Martin Corporation (LMT) 0.4 $484k 1.1k 446.71
Broadcom (AVGO) 0.4 $462k 2.8k 167.43
Select Sector Spdr Tr Financial (XLF) 0.3 $414k 8.3k 49.81
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $413k 6.3k 65.21
American Water Works (AWK) 0.3 $404k 2.7k 147.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $402k 2.8k 146.01
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $395k 6.2k 63.54
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $381k 6.3k 60.48
Netflix (NFLX) 0.3 $362k 388.00 932.53
Palantir Technologies Cl A (PLTR) 0.3 $348k 4.1k 84.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $342k 2.7k 128.96
Coca-Cola Company (KO) 0.3 $335k 4.7k 71.62
Northrop Grumman Corporation (NOC) 0.3 $332k 648.00 512.01
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $319k 12k 27.77
Wal-Mart Stores (WMT) 0.2 $308k 3.5k 87.79
Prudential Financial (PRU) 0.2 $297k 2.7k 111.68
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $294k 5.4k 54.76
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $289k 3.9k 73.79
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $283k 5.5k 51.45
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $277k 5.8k 47.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $256k 1.3k 202.13
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $256k 2.7k 93.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $243k 8.7k 27.96
Constellation Brands Cl A (STZ) 0.2 $221k 1.2k 183.52
Exxon Mobil Corporation (XOM) 0.2 $215k 1.8k 118.93
Select Sector Spdr Tr Technology (XLK) 0.2 $213k 1.0k 206.48
Johnson & Johnson (JNJ) 0.2 $207k 1.2k 165.84
Bank of America Corporation (BAC) 0.2 $206k 4.9k 41.73
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $113k 10k 11.22