HTG Investment Advisors

HTG Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 61 positions in its portfolio as reported in the December 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) 12.2 $19M 640k 29.23
Cbre Group Cl A (CBRE) 10.9 $17M 180k 93.09
Dimensional Etf Trust World Ex Us Core (DFAX) 10.1 $16M 634k 24.42
American Centy Etf Tr Us Eqt Etf (AVUS) 7.3 $11M 137k 81.55
Dimensional Etf Trust Intl Core Equity (DFIC) 7.3 $11M 439k 25.53
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $7.5M 75k 99.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $6.8M 88k 77.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $6.5M 108k 60.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.8 $5.8M 232k 24.96
Vanguard Index Fds Value Etf (VTV) 2.9 $4.4M 29k 149.50
Vanguard Index Fds Growth Etf (VUG) 2.5 $3.9M 13k 310.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $3.5M 107k 33.25
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $3.2M 12k 277.14
Dimensional Etf Trust Us Equity Etf (DFUS) 2.0 $3.1M 60k 51.83
Apple (AAPL) 2.0 $3.0M 16k 192.53
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $2.4M 49k 49.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $2.4M 43k 56.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $1.9M 33k 59.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.8M 4.1k 436.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 7.3k 237.20
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.6M 5.4k 303.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.4M 14k 102.88
CRA International (CRAI) 0.8 $1.2M 12k 98.85
American Centy Etf Tr Real Estate Etf (AVRE) 0.7 $1.1M 26k 43.31
Procter & Gamble Company (PG) 0.7 $1.0M 7.0k 146.54
Microsoft Corporation (MSFT) 0.6 $898k 2.4k 376.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $857k 1.8k 475.35
Exxon Mobil Corporation (XOM) 0.5 $812k 8.1k 99.98
Amazon (AMZN) 0.5 $737k 4.9k 151.94
Chevron Corporation (CVX) 0.5 $713k 4.8k 149.16
Colgate-Palmolive Company (CL) 0.4 $650k 8.2k 79.71
Select Sector Spdr Tr Technology (XLK) 0.4 $640k 3.3k 192.49
JPMorgan Chase & Co. (JPM) 0.4 $615k 3.6k 170.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $587k 14k 41.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $562k 12k 47.90
Alphabet Cap Stk Cl C (GOOG) 0.3 $489k 3.5k 140.93
General Electric Com New (GE) 0.3 $484k 3.8k 127.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $478k 6.5k 73.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $465k 3.7k 124.97
PPG Industries (PPG) 0.3 $432k 2.9k 149.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $414k 6.6k 62.66
Altus Power Com Cl A (AMPS) 0.3 $410k 60k 6.83
Oracle Corporation (ORCL) 0.3 $385k 3.7k 105.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $384k 7.3k 52.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $342k 958.00 356.66
Johnson & Johnson (JNJ) 0.2 $337k 2.2k 156.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $322k 2.2k 145.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $303k 740.00 409.71
International Business Machines (IBM) 0.2 $298k 1.8k 163.55
RPM International (RPM) 0.2 $271k 2.4k 111.63
Caterpillar (CAT) 0.2 $270k 914.00 295.75
Ishares Tr Core S&p500 Etf (IVV) 0.2 $266k 557.00 477.71
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $254k 1.1k 232.64
Spdr Gold Tr Gold Shs (GLD) 0.2 $250k 1.3k 191.17
IDEXX Laboratories (IDXX) 0.1 $224k 404.00 555.05
Verizon Communications (VZ) 0.1 $206k 5.5k 37.70
Philip Morris International (PM) 0.1 $206k 2.2k 94.10
NVIDIA Corporation (NVDA) 0.1 $205k 414.00 495.26
Alphabet Cap Stk Cl A (GOOGL) 0.1 $203k 1.5k 139.69
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $201k 1.2k 173.89
At&t (T) 0.1 $168k 10k 16.78