HTG Investment Advisors

HTG Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.7 $26M 741k 34.59
Cbre Group Cl A (CBRE) 8.3 $18M 138k 131.29
Dimensional Etf Trust Intl Core Equity (DFIC) 7.7 $17M 650k 25.84
American Centy Etf Tr Us Eqt Etf (AVUS) 7.4 $16M 167k 96.93
Dimensional Etf Trust World Ex Us Core (DFAX) 7.0 $15M 618k 24.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.9 $15M 246k 61.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.7 $15M 191k 77.27
Ishares Tr Core Us Aggbd Et (AGG) 4.6 $10M 105k 96.90
Vanguard Index Fds Value Etf (VTV) 3.6 $7.8M 46k 169.30
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.4 $7.4M 284k 26.19
Vanguard Index Fds Growth Etf (VUG) 2.8 $6.2M 15k 410.44
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $5.8M 144k 40.49
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $4.1M 67k 62.31
Dimensional Etf Trust Us Equity Market (DFUS) 1.7 $3.8M 59k 63.75
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.6 $3.5M 70k 50.15
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $3.5M 70k 49.62
Apple (AAPL) 1.5 $3.2M 13k 250.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $3.1M 53k 58.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.9M 9.9k 289.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $2.8M 39k 71.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.8M 43k 65.08
CRA International (CRAI) 1.1 $2.4M 13k 187.20
American Centy Etf Tr Real Estate Etf (AVRE) 1.0 $2.2M 53k 41.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.1M 3.9k 538.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.8M 4.4k 401.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $1.7M 14k 117.48
Procter & Gamble Company (PG) 0.5 $1.2M 6.9k 167.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.0M 1.7k 586.13
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.4 $931k 15k 62.04
Microsoft Corporation (MSFT) 0.4 $921k 2.2k 421.56
Amazon (AMZN) 0.4 $879k 4.0k 219.39
JPMorgan Chase & Co. (JPM) 0.4 $797k 3.3k 239.71
Exxon Mobil Corporation (XOM) 0.4 $774k 7.2k 107.57
Select Sector Spdr Tr Technology (XLK) 0.4 $774k 3.3k 232.53
Colgate-Palmolive Company (CL) 0.3 $741k 8.2k 90.91
Chevron Corporation (CVX) 0.3 $700k 4.8k 144.84
Ge Aerospace Com New (GE) 0.3 $652k 3.9k 166.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $634k 14k 44.04
Alphabet Cap Stk Cl C (GOOG) 0.3 $622k 3.3k 190.44
NVIDIA Corporation (NVDA) 0.3 $570k 4.2k 134.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $560k 12k 47.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $521k 1.0k 511.40
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $463k 6.6k 70.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $434k 3.3k 132.10
Oracle Corporation (ORCL) 0.2 $432k 2.6k 166.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $408k 7.3k 55.66
International Business Machines (IBM) 0.2 $364k 1.7k 219.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $353k 6.2k 57.41
PPG Industries (PPG) 0.2 $345k 2.9k 119.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $338k 2.1k 161.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $328k 6.8k 48.42
Caterpillar (CAT) 0.1 $327k 900.00 362.86
Ge Vernova (GEV) 0.1 $321k 977.00 328.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $307k 1.6k 189.33
RPM International (RPM) 0.1 $298k 2.4k 123.06
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $288k 1.1k 264.13
Altus Power Com Cl A (AMPS) 0.1 $265k 65k 4.07
Tko Group Holdings Cl A (TKO) 0.1 $259k 1.8k 142.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $257k 567.00 453.28
Johnson & Johnson (JNJ) 0.1 $252k 1.7k 144.66
Vanguard World Inf Tech Etf (VGT) 0.1 $226k 363.00 621.13
Verizon Communications (VZ) 0.1 $216k 5.4k 39.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $216k 3.7k 58.93
Raytheon Technologies Corp (RTX) 0.1 $214k 1.8k 115.72
At&t (T) 0.1 $213k 9.4k 22.77