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CIK: 0002048051
Total reported value
$253.1M
$253.1M
38 檔
39.1%
According to the latest 13F quarterly dataset, Hiley Hunt Wealth Management managed an equity portfolio of $253.1M at the end of Q3 2024, spanning 38 distinct U.S. exchange-listed positions.
During Q3 2024, Hiley Hunt Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 16.56% | +0.31% | +0.90% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.67% | +0.79% | -0.68% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.36% | -0.74% | +4.25% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.31% | -0.34% | +2.86% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.80% | -0.04% | +2.03% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.76% | -0.33% | +3.82% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.06% | +0.23% | +3.14% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.18% | +0.25% | +0.63% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.03% | +0.05% | +2.45% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.52% | -0.15% | +16.70% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.18% | +0.10% | +3.62% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.03% | +0.16% | +8.33% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.97% | -0.13% | +20.30% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.10% | -4.77% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.50% | -0.11% | -0.36% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | +0.02% | -1.01% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.03% | -1.22% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.89% | -0.10% | +25.47% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | — | -2.13% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.01% | -2.94% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.72% | +0.01% | -10.33% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.01% | -2.08% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.03% | -17.87% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | — | -1.08% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | -5.84% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.05% | -17.52% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | -1.81% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.30% | — | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | -0.02% | +0.37% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.05% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | +0.08% | -51.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | +0.39% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.01% | +0.18% | |
| 35 | VMI | Valmont Industries | Stock-Industrials | 0.13% | +0.04% | +0.26% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | -9.48% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | — |
According to official SEC Form 13F filings, Hiley Hunt Wealth Management reported a total U.S. public equity portfolio value of $253.1M across 38 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 39.1% of total reported equity market value during Q3 2024.
During Q3 2024, Hiley Hunt Wealth Management's top holdings by market value included VTV (16.6%)、VUG (13.7%)、DFCF (12.4%). The largest single position, VTV, represented 16.6% of total portfolio value.
In Q3 2024, Hiley Hunt Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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