HTG Investment Advisors

HTG Investment Advisors as of June 30, 2023

Portfolio Holdings for HTG Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.8 $16M 572k 27.15
Dimensional Etf Trust World Ex Us Core (DFAX) 12.1 $15M 631k 23.31
Cbre Group Cl A (CBRE) 10.8 $13M 162k 80.71
American Centy Etf Tr Us Eqt Etf (AVUS) 7.3 $8.8M 117k 75.19
Dimensional Etf Trust Intl Core Equity (DFIC) 6.3 $7.6M 313k 24.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $5.1M 212k 24.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $5.0M 66k 75.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.9 $4.7M 82k 57.40
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $4.2M 43k 97.95
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.6 $3.1M 101k 30.99
Vanguard Index Fds Value Etf (VTV) 2.5 $3.0M 21k 142.10
Apple (AAPL) 2.5 $3.0M 16k 193.97
Dimensional Etf Trust Us Equity Etf (DFUS) 2.4 $2.9M 60k 48.16
Vanguard Index Fds Growth Etf (VUG) 2.3 $2.8M 9.8k 282.96
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $2.4M 9.3k 261.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $2.1M 40k 53.81
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $1.8M 36k 49.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.7M 4.1k 407.28
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $1.5M 5.5k 275.18
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $1.5M 27k 54.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.2M 5.6k 220.29
Procter & Gamble Company (PG) 1.0 $1.2M 7.9k 151.74
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $1.2M 12k 96.98
CRA International (CRAI) 0.9 $1.1M 11k 102.00
Exxon Mobil Corporation (XOM) 0.7 $845k 7.9k 107.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $799k 1.8k 443.32
Chevron Corporation (CVX) 0.6 $750k 4.8k 157.35
Microsoft Corporation (MSFT) 0.5 $633k 1.9k 340.54
Colgate-Palmolive Company (CL) 0.5 $616k 8.0k 77.04
Oracle Corporation (ORCL) 0.5 $579k 4.9k 119.09
Select Sector Spdr Tr Technology (XLK) 0.5 $578k 3.3k 173.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $539k 12k 46.18
JPMorgan Chase & Co. (JPM) 0.4 $519k 3.6k 145.44
Alphabet Cap Stk Cl C (GOOG) 0.4 $472k 3.9k 120.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $456k 3.7k 122.58
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $430k 6.9k 62.81
PPG Industries (PPG) 0.3 $416k 2.8k 148.30
Johnson & Johnson (JNJ) 0.3 $403k 2.4k 165.54
General Electric Com New (GE) 0.3 $396k 3.6k 109.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $370k 1.1k 341.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $350k 7.5k 46.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $337k 2.1k 157.83
Altus Power Com Cl A (AMPS) 0.3 $324k 60k 5.40
Ishares Tr Core S&p500 Etf (IVV) 0.2 $297k 666.00 445.71
Philip Morris International (PM) 0.2 $274k 2.8k 97.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $274k 740.00 369.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $255k 6.3k 40.68
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $250k 5.0k 50.17
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $241k 1.1k 220.16
Caterpillar (CAT) 0.2 $228k 925.00 246.05
RPM International (RPM) 0.2 $218k 2.4k 89.73