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CIK: 0001963875
Total reported value
$390.1M
$390.1M
68 檔
24.7%
In Q1 2025, HTG Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $390.1M, distributed across 68 disclosed stock positions.
In Q1 2025, HTG Investment Advisors, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.37% | +0.17% | +1.72% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 7.81% | -0.35% | +3.77% | |
| 3 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 7.57% | -0.44% | +0.33% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 7.27% | +0.13% | +6.79% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.09% | +0.98% | +10.28% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.83% | -0.45% | +1.09% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.40% | -1.63% | +2.92% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 5.52% | -0.13% | +1376.32% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.53% | -1.03% | +4.72% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.95% | -0.03% | +19.29% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.26% | +0.24% | +3.93% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.37% | +0.38% | +1.30% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.32% | +0.11% | +0.32% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.73% | -0.18% | +18.00% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.60% | +0.71% | +10.20% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.59% | -0.08% | -1.83% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.48% | +0.04% | -1.30% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | +0.06% | +7.23% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.31% | +0.19% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.07% | — | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.10% | +0.09% | +16.10% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.09% | -0.30% | -9.16% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.07% | -0.09% | -1.01% | |
| 24 | CRAI | Cra International Inc | Stock-Other | 0.91% | -0.13% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.66% | EXIT | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | +0.04% | +7.27% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.03% | -1.90% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.53% | -0.04% | +278.30% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.03% | -0.16% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +1.09% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.09% | -0.74% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.08% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | -2.26% | |
| 34 | GE | General Electric | Stock-Industrials | 0.33% | +0.09% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | -6.00% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.32% | -0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | -3.14% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | -0.06% | -5.07% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.09% | -12.11% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.02% | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.18% | -0.02% | -3.19% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.18% | -0.01% | -13.45% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.09% | -10.17% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | +0.14% | -1.45% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.16% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.16% | — | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.15% | +0.04% | +0.81% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.14% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | +5.1% | +1376.32% | Add |
| 2 | VTV | Vanguard Value ETF | +0.4% | +19.29% | Add |
| 3 | VTIP | Vanguard Short-term Tips | +0.4% | +278.30% | Add |
| 4 | AVDE | Avantis International Equity | +0.4% | +6.79% | Add |
| 5 | DFIC | Dimensional International Co | +0.1% | +3.77% | Add |
| 6 | JMUB | Jpmorgan Municipal ETF | +0.1% | +18.00% | Add |
| 7 | AVRE | Avantis Real Estate ETF | +0.1% | +16.10% | Add |
| 8 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 10 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 11 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 12 | GE | General Electric | 0% | — | Unchanged |
| 13 | VUSB | Vanguard Ultra Short Bond Et | 0% | +10.20% | Add |
| 14 | CVX | Chevron CORP | 0% | — | Unchanged |
| 15 | AMPSUSD | Altus Power Inc | 0% | — | Unchanged |
| 16 | T | At&t Inc | 0% | -1.70% | Trim |
| 17 | AVEM | Avantis Emerging Markets Eq | — | +7.23% | Add |
| 18 | XOM | Exxon Mobil CORP | — | -0.74% | Trim |
| 19 | IBM | Intl Business Machines CORP | — | -1.45% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | -3.53% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 22 | VT | Vanguard Tot World Stk ETF | 0% | +7.27% | Add |
| 23 | SPLV | Invesco S&p 500 Low Volatili | 0% | -13.45% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -4.94% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | ORCL | Oracle CORP | -0.1% | +0.81% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.09% | Add |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 29 | NVDA | Nvidia CORP | -0.1% | -10.17% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | -3.14% | Trim |
| 31 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | Sold out |
| 32 | XLK | Ss Technology Select Sector | -0.1% | -12.11% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | -6.00% | Trim |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.72% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 36 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +3.93% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | -0.2% | -1.90% | Trim |
| 38 | CRAI | Cra International Inc | -0.2% | — | Unchanged |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | Unchanged |
| 40 | DFAX | Dimensional World Ex US Core | -0.2% | +1.09% | Add |
| 41 | BND | Vanguard Total Bond Market | -0.2% | -9.16% | Trim |
| 42 | DFAS | Dimensional US Small Cap ETF | -0.2% | -1.01% | Trim |
| 43 | DFUS | Dimensional US Eq Mkt ETF | -0.3% | -1.30% | Trim |
| 44 | AAPL | Apple Inc | -0.3% | +0.19% | Add |
| 45 | AVUS | Avantis U.s. Equity ETF | -0.3% | +10.28% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -1.83% | Trim |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.3% | +2.92% | Add |
| 48 | DFAU | Dimensional US Core Equity M | -0.4% | +0.32% | Add |
| 49 | VUG | Vanguard Growth ETF | -0.5% | +1.30% | Add |
| 50 | DFAC | Dimensional US Core Equity 2 | -1.4% | +1.72% | Add |
According to official SEC Form 13F filings, HTG Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $390.1M across 68 disclosed positions in Q1 2025.
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 DFAC, DFIC, CBRE) accounted for 24.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
PM
市值: $220.8K
Top Position Liquidated / Trimmed
VGT
前期市值: $225.5K
During Q1 2025, HTG Investment Advisors, Inc.'s top holdings by market value included DFAC (10.4%)、DFIC (7.8%)、CBRE (7.6%). The largest single position, DFAC, represented 10.4% of total portfolio value.
In Q1 2025, HTG Investment Advisors, Inc. made 41 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 1 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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