HTG Investment Advisors

HTG Investment Advisors as of March 31, 2025

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.4 $25M 754k 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 7.8 $19M 674k 27.77
Cbre Group Cl A (CBRE) 7.6 $18M 139k 130.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.3 $17M 263k 66.27
American Centy Etf Tr Us Eqt Etf (AVUS) 7.1 $17M 184k 92.38
Dimensional Etf Trust World Ex Us Core (DFAX) 6.8 $16M 625k 26.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.4 $15M 196k 78.28
J P Morgan Exchange Traded F Hedged Equity La (HELO) 5.5 $13M 222k 59.68
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $11M 110k 98.92
Vanguard Index Fds Value Etf (VTV) 4.0 $9.5M 55k 172.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $7.8M 295k 26.46
Vanguard Index Fds Growth Etf (VUG) 2.4 $5.7M 15k 370.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $5.6M 145k 38.44
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $4.1M 83k 50.00
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $3.8M 77k 49.85
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.8M 65k 58.35
Dimensional Etf Trust Us Equity Market (DFUS) 1.5 $3.5M 59k 60.48
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $3.4M 57k 60.17
Apple (AAPL) 1.2 $2.8M 13k 222.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.7M 9.9k 274.83
American Centy Etf Tr Real Estate Etf (AVRE) 1.1 $2.6M 61k 43.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $2.6M 36k 73.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $2.6M 43k 59.75
CRA International (CRAI) 0.9 $2.2M 13k 173.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.0M 3.9k 513.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.8M 15k 115.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.6M 4.3k 361.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.3M 26k 49.90
Procter & Gamble Company (PG) 0.5 $1.2M 6.9k 170.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $988k 1.8k 559.34
Exxon Mobil Corporation (XOM) 0.4 $850k 7.1k 118.92
Chevron Corporation (CVX) 0.3 $808k 4.8k 167.29
JPMorgan Chase & Co. (JPM) 0.3 $797k 3.2k 245.30
Ge Aerospace Com New (GE) 0.3 $782k 3.9k 200.15
Microsoft Corporation (MSFT) 0.3 $771k 2.1k 375.45
Colgate-Palmolive Company (CL) 0.3 $764k 8.2k 93.70
Amazon (AMZN) 0.3 $739k 3.9k 190.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $619k 14k 45.26
Select Sector Spdr Tr Technology (XLK) 0.3 $604k 2.9k 206.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $596k 12k 50.83
Alphabet Cap Stk Cl C (GOOG) 0.2 $510k 3.3k 156.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $478k 1.0k 469.07
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $432k 3.2k 135.68
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $427k 5.7k 74.71
NVIDIA Corporation (NVDA) 0.2 $414k 3.8k 108.39
International Business Machines (IBM) 0.2 $406k 1.6k 248.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $377k 7.3k 51.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $373k 6.2k 60.66
Oracle Corporation (ORCL) 0.2 $365k 2.6k 139.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $335k 2.1k 160.54
Altus Power Com Cl A (AMPS) 0.1 $323k 65k 4.95
PPG Industries (PPG) 0.1 $316k 2.9k 109.35
Ge Vernova (GEV) 0.1 $297k 974.00 305.28
Caterpillar (CAT) 0.1 $297k 900.00 329.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $291k 547.00 532.58
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $282k 1.1k 258.62
RPM International (RPM) 0.1 $281k 2.4k 115.68
Tko Group Holdings Cl A (TKO) 0.1 $278k 1.8k 152.82
At&t (T) 0.1 $261k 9.2k 28.28
Johnson & Johnson (JNJ) 0.1 $248k 1.5k 165.86
Verizon Communications (VZ) 0.1 $245k 5.4k 45.36
Raytheon Technologies Corp (RTX) 0.1 $245k 1.8k 132.46
Alphabet Cap Stk Cl A (GOOGL) 0.1 $238k 1.5k 154.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $228k 3.7k 62.10
Philip Morris International (PM) 0.1 $221k 1.4k 158.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $210k 1.4k 146.01
Metropcs Communications (TMUS) 0.1 $207k 775.00 266.71
Abbvie (ABBV) 0.1 $204k 974.00 209.52