HTG Investment Advisors

HTG Investment Advisors as of June 30, 2025

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 70 positions in its portfolio as reported in the June 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) 10.2 $27M 762k 35.84
Dimensional Etf Trust Intl Core Equity (DFIC) 8.0 $22M 691k 31.09
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $21M 207k 100.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.5 $20M 273k 74.01
Cbre Group Cl A (CBRE) 7.0 $19M 134k 140.12
Dimensional Etf Trust World Ex Us Core (DFAX) 6.6 $18M 606k 29.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.0 $16M 204k 78.70
J P Morgan Exchange Traded F Hedged Equity La (HELO) 5.6 $15M 243k 62.58
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $11M 114k 99.20
Vanguard Index Fds Value Etf (VTV) 3.8 $10M 58k 176.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.1 $8.3M 279k 29.68
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $7.5M 176k 42.36
Vanguard Index Fds Growth Etf (VUG) 2.6 $7.0M 16k 438.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $4.7M 69k 68.54
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $4.5M 90k 49.64
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $4.3M 87k 49.87
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $4.3M 69k 62.02
Dimensional Etf Trust Us Equity Market (DFUS) 1.5 $3.9M 58k 67.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.7M 51k 73.63
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.0M 9.8k 303.92
American Centy Etf Tr Real Estate Etf (AVRE) 1.1 $2.9M 66k 44.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $2.7M 43k 63.71
Apple (AAPL) 0.9 $2.5M 12k 205.18
CRA International (CRAI) 0.9 $2.4M 13k 187.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.2M 3.9k 568.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $2.0M 16k 128.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 4.1k 424.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.6M 32k 50.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 1.8k 617.91
Procter & Gamble Company (PG) 0.4 $1.1M 6.9k 159.32
Microsoft Corporation (MSFT) 0.4 $1.1M 2.1k 497.49
Ge Aerospace Com New (GE) 0.4 $1.0M 3.9k 257.39
JPMorgan Chase & Co. (JPM) 0.3 $907k 3.1k 289.91
Amazon (AMZN) 0.3 $860k 3.9k 219.39
Select Sector Spdr Tr Technology (XLK) 0.3 $846k 3.3k 253.27
Exxon Mobil Corporation (XOM) 0.3 $807k 7.5k 107.80
Colgate-Palmolive Company (CL) 0.3 $741k 8.2k 90.90
Chevron Corporation (CVX) 0.3 $693k 4.8k 143.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $676k 14k 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $667k 12k 57.01
NVIDIA Corporation (NVDA) 0.2 $585k 3.7k 158.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $580k 3.3k 177.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $555k 1.0k 551.83
Oracle Corporation (ORCL) 0.2 $532k 2.4k 218.61
Ge Vernova (GEV) 0.2 $515k 974.00 529.15
International Business Machines (IBM) 0.2 $477k 1.6k 294.78
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $443k 3.3k 135.73
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $417k 5.7k 72.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $414k 6.2k 67.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $395k 7.3k 53.96
Caterpillar (CAT) 0.1 $350k 900.00 388.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $343k 2.1k 164.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $341k 702.00 485.77
PPG Industries (PPG) 0.1 $329k 2.9k 113.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $305k 1.1k 279.83
Alphabet Cap Stk Cl A (GOOGL) 0.1 $272k 1.5k 176.23
Raytheon Technologies Corp (RTX) 0.1 $270k 1.9k 146.02
RPM International (RPM) 0.1 $266k 2.4k 109.84
Tko Group Holdings Cl A (TKO) 0.1 $261k 1.4k 181.92
Johnson & Johnson (JNJ) 0.1 $256k 1.7k 152.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $253k 3.7k 69.09
3M Company (MMM) 0.1 $244k 1.6k 152.19
Vanguard World Inf Tech Etf (VGT) 0.1 $241k 363.00 662.56
Broadcom (AVGO) 0.1 $231k 838.00 275.65
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $227k 5.8k 39.25
Philip Morris International (PM) 0.1 $225k 1.2k 182.18
IDEXX Laboratories (IDXX) 0.1 $217k 404.00 536.34
Verizon Communications (VZ) 0.1 $215k 5.0k 43.27
Emerson Electric (EMR) 0.1 $205k 1.5k 133.29
Conduent Incorporate (CNDT) 0.0 $36k 14k 2.64