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CIK: 0002048051
Total reported value
$253.1M
$253.1M
39 檔
40.3%
In Q4 2024, Hiley Hunt Wealth Management's U.S. equity holdings reached a combined market value of $253.1M, distributed across 39 disclosed stock positions.
During Q4 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 | 15.82% | +0.31% | +1.73% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 14.14% | +0.79% | -0.15% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.36% | -0.74% | +8.08% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.82% | -0.34% | +12.51% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.42% | -0.04% | +7.64% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.54% | -0.33% | +8.14% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.97% | +0.23% | +1.49% | |
| 8 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.28% | -0.15% | +26.09% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.13% | +0.25% | +3.44% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.72% | +0.05% | +3.32% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.09% | +0.10% | +7.80% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.05% | +0.16% | +4.32% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.05% | -0.13% | +12.05% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.10% | -1.32% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.30% | -0.11% | -0.45% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | +0.02% | +0.38% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.02% | -0.10% | +20.06% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | -10.00% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.01% | +0.50% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.03% | +26.60% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | — | -0.60% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | +0.01% | +0.73% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.01% | -4.61% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | — | -0.84% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | -0.92% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | +0.08% | +83.24% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.05% | +0.15% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | -0.94% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.27% | — | -10.52% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.01% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | -0.02% | +2.62% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | +12.93% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | — | |
| 35 | VMI | Valmont Industries | Stock-Industrials | 0.13% | +0.04% | +0.13% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | +0.31% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.13% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — |
According to official SEC Form 13F filings, Hiley Hunt Wealth Management reported a total U.S. public equity portfolio value of $253.1M across 39 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 40.3% of total reported equity market value during Q4 2024.
During Q4 2024, Hiley Hunt Wealth Management's top holdings by market value included VTV (15.8%)、VUG (14.1%)、DFCF (12.4%). The largest single position, VTV, represented 15.8% of total portfolio value.
In Q4 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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