HTG Investment Advisors

HTG Investment Advisors as of March 31, 2023

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 51 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 13.5 $15M 642k 23.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.0 $14M 562k 25.48
Cbre Group Cl A (CBRE) 10.7 $12M 162k 72.81
American Centy Etf Tr Us Eqt Etf (AVUS) 7.0 $7.6M 108k 70.88
Dimensional Etf Trust Intl Core Equity (DFIC) 6.5 $7.1M 297k 24.07
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.4 $4.8M 205k 23.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $4.8M 62k 76.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.2 $4.6M 80k 57.03
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $2.8M 28k 99.64
Apple (AAPL) 2.5 $2.8M 17k 164.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.5 $2.7M 95k 28.77
Dimensional Etf Trust Us Equity Etf (DFUS) 2.4 $2.7M 61k 44.43
Vanguard Index Fds Value Etf (VTV) 2.3 $2.6M 19k 138.11
Vanguard Index Fds Growth Etf (VUG) 2.0 $2.2M 8.9k 249.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $2.0M 38k 52.89
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $2.0M 7.9k 250.16
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $1.6M 33k 49.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.4M 3.8k 376.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.2M 5.0k 244.33
CRA International (CRAI) 1.0 $1.1M 11k 107.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $1.1M 21k 52.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.0M 5.0k 204.10
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $959k 10k 92.09
Procter & Gamble Company (PG) 0.9 $949k 6.4k 148.69
Exxon Mobil Corporation (XOM) 0.8 $864k 7.9k 109.66
Chevron Corporation (CVX) 0.7 $777k 4.8k 163.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $738k 1.8k 409.43
Colgate-Palmolive Company (CL) 0.5 $601k 8.0k 75.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $524k 12k 45.17
Select Sector Spdr Tr Technology (XLK) 0.5 $502k 3.3k 151.01
Microsoft Corporation (MSFT) 0.4 $492k 1.7k 288.30
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $475k 3.8k 123.71
JPMorgan Chase & Co. (JPM) 0.4 $452k 3.5k 130.31
Oracle Corporation (ORCL) 0.4 $434k 4.7k 92.93
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $428k 6.9k 62.40
PPG Industries (PPG) 0.3 $375k 2.8k 133.58
Johnson & Johnson (JNJ) 0.3 $360k 2.3k 155.02
General Electric Com New (GE) 0.3 $345k 3.6k 95.60
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $336k 7.5k 44.50
Alphabet Cap Stk Cl C (GOOG) 0.3 $333k 3.2k 104.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $307k 995.00 308.77
Philip Morris International (PM) 0.3 $282k 2.9k 97.25
Ishares Tr Core S&p500 Etf (IVV) 0.2 $274k 666.00 411.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $252k 6.2k 40.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $238k 740.00 321.08
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $234k 8.7k 26.95
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $231k 1.1k 210.92
Symbotic Class A Com (SYM) 0.2 $228k 10k 22.84
RPM International (RPM) 0.2 $212k 2.4k 87.24
Verizon Communications (VZ) 0.2 $204k 5.2k 38.89
Caterpillar (CAT) 0.2 $200k 875.00 228.84