HTG Investment Advisors

HTG Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 51 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX) 14.1 $14M 646k 21.60
Dimensional U.S. Core Equity 2 ETF Etf (DFAC) 13.3 $13M 541k 24.28
CBRE Group Stock (CBRE) 10.0 $9.9M 128k 76.96
Avantis U.S. Equity ETF Etf (AVUS) 7.0 $6.9M 102k 68.01
Dimensional International Core Equity 2 ETF Etf (DFIC) 6.3 $6.2M 279k 22.35
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM) 4.4 $4.4M 194k 22.46
Vanguard Short Term Bond Index ETF Etf (BSV) 4.4 $4.3M 58k 75.28
Avantis International Equity ETF Etf (AVDE) 4.2 $4.2M 79k 53.19
iShares Core US Aggregate Bond ETF Etf (AGG) 2.9 $2.9M 30k 96.99
Dimensional U.S. Equity ETF Etf (DFUS) 2.6 $2.5M 61k 41.61
DFA US Core Equity ETF Etf (DFAU) 2.5 $2.5M 91k 27.02
Vanguard Value Index Fund ETF Etf (VTV) 2.2 $2.2M 15k 140.37
Avantis Emerging Markets Equity ETF Etf (AVEM) 1.8 $1.8M 36k 50.45
Apple Computer Stock (AAPL) 1.8 $1.8M 14k 129.93
iShares S&P Midcap 400 Index Etf (IJH) 1.5 $1.5M 6.3k 241.89
Vanguard S&P 500 ETF Etf (VOO) 1.3 $1.3M 3.8k 351.33
Vanguard Growth Index Fund ETF Etf (VUG) 1.3 $1.3M 6.1k 213.11
Vanguard Ultra-Short Bond ETF Etf (VUSB) 1.3 $1.3M 26k 49.00
CRA International Stock (CRAI) 1.3 $1.3M 11k 122.43
iShares Russell 1000 Growth Index Etf (IWF) 1.1 $1.1M 5.3k 214.24
Vanguard Total Stk Mkt Index ETF Etf (VTI) 1.1 $1.1M 5.5k 191.20
Dimensional U.S. Small Cap ETF Etf (DFAS) 1.0 $992k 19k 51.15
Procter & Gamble Stock (PG) 1.0 $971k 6.4k 151.56
Exxon Mobil Corp. Stock (XOM) 0.9 $900k 8.2k 110.30
Vanguard Total World Stock Index Fund ETF Etf (VT) 0.9 $871k 10k 86.19
Chevron Corp Stock (CVX) 0.9 $857k 4.8k 179.49
Spdr S&p 500 Etf Etf (SPY) 0.7 $648k 1.7k 382.47
Colgate-Palmolive Stock (CL) 0.6 $630k 8.0k 78.79
Vanguard FTSE Developed Market ETF Etf (VEA) 0.5 $486k 12k 41.97
SPDR S & P Div ETF Etf (SDY) 0.5 $480k 3.8k 125.11
JP Morgan Chase & Co Stock (JPM) 0.5 $468k 3.5k 134.10
Technology Select Sector Etf (XLK) 0.5 $447k 3.6k 124.44
Powershares Exch Traded Fd Tst II S&P 50 Etf (SPLV) 0.4 $438k 6.9k 63.90
Johnson & Johnson Stock (JNJ) 0.4 $409k 2.3k 176.67
Oracle Corporation Stock (ORCL) 0.4 $383k 4.7k 81.74
Microsoft Corp Stock (MSFT) 0.4 $364k 1.5k 239.82
PPG Industries Stock (PPG) 0.4 $353k 2.8k 125.74
Dimensional U.S. Targeted Value ETF Etf (DFAT) 0.3 $343k 7.8k 43.95
iShares S&P 500 Index Etf (IVV) 0.3 $311k 810.00 384.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $307k 995.00 308.90
General Electric Stock (GE) 0.3 $307k 3.7k 83.79
Philip Morris Intl Stock (PM) 0.3 $294k 2.9k 101.20
DFA International Core Equity ETF Etf (DFAI) 0.3 $289k 12k 25.04
Alphabet Inc Class C Stock (GOOG) 0.3 $266k 3.0k 88.73
Vanguard FTSE Emerging Markets Index Fund ETF Etf (VWO) 0.2 $243k 6.2k 38.98
RPM Intl Inc Formerly Rpm Inc Ohio To 10 Stock (RPM) 0.2 $236k 2.4k 97.45
Vanguard Index Fds Vanguard Mid Cap Vipe Etf (VO) 0.2 $223k 1.1k 203.81
Pfizer Incorporated Stock (PFE) 0.2 $220k 4.3k 51.24
Caterpillar Stock (CAT) 0.2 $217k 906.00 239.56
Verizon Communications Stock (VZ) 0.2 $208k 5.3k 39.40
Symbotic Stock (SYM) 0.1 $119k 10k 11.94