Silicon Hills Wealth Management, LLC 13F Holdings Overview (84 Positions)

CIK: 0001799054

Diversified strategyLong-term holder

Total reported value

$177.2M

Reporting period: 2023-06-30 · Number of holdings: 84

Silicon Hills Wealth Management, LLC disclosed 84 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $177.2M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 53.81
Diversification: 100
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFSD	Dimensional Short Duration	ETF-Other	13.59%	—	+6.46%
2	AVUS	Avantis U.s. Equity ETF	ETF-Other	13.37%	—	+18.26%
3	AVDV	Avantis Intl S/c Value ETF	ETF-Other	5.94%	—	-8.52%
4	AVSU	Avantis Resp US Equity ETF	ETF-Other	4.56%	—	+1.44%
5	AVUV	Avantis US Small Cap Value	ETF-Small Cap	4.55%	—	+8.46%
6	QMOM	Alpha US Quant Mom ETF	ETF-Other	4.48%	—	-3.50%
7	AAPL	Apple INC	Stock-Tech	3.98%	—	+0.26%
8	QVAL	Alpha Arch US Qnt Value ETF	ETF-Other	3.94%	—	+0.10%
9	DIHP	Dimensional International Hi	ETF-Other	3.73%	—	-0.43%
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.93%	—	-2.56%
11	DFAI	Dimensional International Co	ETF-Other	2.65%	—	-9.92%
12	DFNM	Dimensional National Muni Bd	ETF-Other	2.13%	—	-14.13%
13	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.98%	—	-2.58%
14	AVSD	Avantis Reps Intern Equi ETF	ETF-Other	1.93%	—	-1.06%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.33%	—	-8.97%
16	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.23%	—	-3.87%
17	V	Visa Inc-class A Shares	Stock-Financials	1.23%	—	—
18	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	1.07%	—	-4.62%
19	AXP	American Express Co	Stock-Financials	1.03%	—	—
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.97%	—	+66.01%
21	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.90%	—	—
22	MSFT	Microsoft CORP	Stock-Tech	0.88%	—	+5.29%
23	DFAU	Dimensional US Core Equity M	ETF-Other	0.84%	—	-1.75%
24	AVMU	Avantis Core Municipal Fixed	ETF-Other	0.83%	—	—
25	AVDE	Avantis International Equity	ETF-Other	0.82%	—	-4.83%
26	HON	Honeywell International INC	Stock-Industrials	0.80%	—	—
27	DFCF	Dimensional Core Fixed INC	ETF-Other	0.79%	—	+1.79%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.79%	—	+2.12%
29	JNJ	Johnson & Johnson	Stock-Healthcare	0.74%	—	+0.06%
30	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.74%	—	—
31	PEP	Pepsico INC	Stock-Consumer Staples	0.68%	—	—
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.67%	—	-0.11%
33	AVES	Avantis Emerging Markets Val	ETF-Emerging Markets	0.60%	—	-2.48%
34	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.58%	—	—
35	AMGN	Amgen INC	Stock-Healthcare	0.57%	—	—
36	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.54%	—	—
37	UNP	Union Pacific CORP	Stock-Industrials	0.47%	—	—
38	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.44%	—	-2.48%
39	FVD	First Trust Value Line Dvd	ETF-Other	0.42%	—	-8.87%
40	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.41%	—	—
41	HD	Home Depot INC	Stock-Consumer Disc	0.40%	—	-8.01%
42	DFAT	Dimensional US Target Value	ETF-Other	0.38%	—	+0.01%
43	ABBV	Abbvie INC	Stock-Healthcare	0.37%	—	+6.99%
44	XOM	Exxon Mobil CORP	Stock-Energy	0.36%	—	-0.03%
45	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.35%	—	-3.44%
46	CSCO	Cisco Systems INC	Stock-Tech	0.35%	—	+0.21%
47	KO	Coca-cola Co/the	Stock-Consumer Staples	0.34%	—	—
48	NKE	Nike INC -cl B	Stock-Consumer Disc	0.32%	—	—
49	DISV	Dimensional International Sm	ETF-Other	0.31%	—	-4.02%
50	NVDA	Nvidia CORP	Stock-Tech	0.31%	—	+26.08%

1–50 of 84

Portfolio Performance

Performance for Q3 2026

+3.6%

Performance Last 4 Quarters

+24.3%

Based on 88% of reported portfolio value with available pricing

Stdev: +11.2%
Beta: +0.81
Alpha: +1.5%
Max Drawdown: -6%
Annualized Perf: +17%
Batting Avg vs S&P: +38.9%
Sortino: +3.05
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.09
Calmar: +2.82
Information Ratio: -0.46
Tracking Error: +4.5%
Stdev Down: +5.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +31.1%
Worst 12 Months: +5.6%
Efficiency Ratio: +0.58
Sharpe: +1.46
Stdev Sectors: +8.2%
Skewness: +0.01
Kurtosis: -0.54
Upside Potential: +4.75

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	84	$177.2M	0	1DFSD 2AVUS 3AVDV Top holdings2023-06-30 1.DFSD 2.AVUS 3.AVDV 4.AVSU 5.AVUV 6.QMOM 7.AAPL 8.QVAL 9.DIHP 10.QQQ
2023-03-31	84	$166.7M	0	1DFSD 2AVUS 3AVDV Top holdings2023-03-31 1.DFSD 2.AVUS 3.AVDV 4.QMOM 5.AVSU 6.AVUV 7.QVAL 8.DIHP 9.AAPL 10.DFAI
2022-12-31	93	$134.6M	0	1AVUS 2AVDE 3AVUV Top holdings2022-12-31 1.AVUS 2.AVDE 3.AVUV 4.QMOM 5.DFCF 6.IMOM 7.QQQ 8.RSP 9.DFUS 10.AAPL
2022-09-30	90	$126.0M	0	1AVUS 2AVDE 3QMOM Top holdings2022-09-30 1.AVUS 2.AVDE 3.QMOM 4.DFCF 5.AVUV 6.IMOM 7.QQQ 8.AAPL 9.RSP 10.DFIP
2022-06-30	95	$136.6M	0	1AVUS 2AVDE 3DFCF Top holdings2022-06-30 1.AVUS 2.AVDE 3.DFCF 4.AVUV 5.QMOM 6.QQQ 7.IMOM 8.RSP 9.AAPL 10.DFIP
2022-03-31	106	$156.8M	0	1DFCF 2AVUS 3QQQ Top holdings2022-03-31 1.DFCF 2.AVUS 3.QQQ 4.AVDE 5.RSP 6.IAU 7.SPY 8.AAPL 9.AVUV 10.QMOM
2021-12-31	116	$161.5M	0	1TLT 2SPY 3QQQ Top holdings2021-12-31 1.TLT 2.SPY 3.QQQ 4.AVUS 5.RSP 6.IVV 7.AAPL 8.DFCF 9.SPLV 10.AMZN
2021-09-30	113	$145.8M	0	1QQQ 2TLT 3SPY Top holdings2021-09-30 1.QQQ 2.TLT 3.SPY 4.IEFA 5.RSP 6.IVV 7.IAU 8.AAPL 9.SPLV 10.IJR
2021-06-30	90	$128.8M	92	1IEFA 2IAU 3TLT Top holdings2021-06-30 1.IEFA 2.IAU 3.TLT 4.RSP 5.SPY 6.SPLV 7.AAPL 8.ARKK 9.IJR 10.ITOT
2021-03-31	84	$110.5M	45	1RSP 2IEFA 3SPY Top holdings2021-03-31 1.RSP 2.IEFA 3.SPY 4.IJR 5.TLT 6.IAUUSD 7.AAPL 8.IEMG 9.ARKK 10.IVV
2020-12-31	79	$110.4M	31	1QQQ 2RSP 3TLT Top holdings2020-12-31 1.QQQ 2.RSP 3.TLT 4.IAUUSD 5.IEFA 6.SPLV 7.SPY 8.AAPL 9.PSEP 10.SWAN
2020-09-30	74	$96.8M	18	1QQQ 2RSP 3IAUUSD Top holdings2020-09-30 1.QQQ 2.RSP 3.IAUUSD 4.SPLV 5.IEFA 6.PSEP 7.SWAN 8.SPY 9.AAPL 10.SPTL
2020-06-30	71	$83.5M	25	1QQQ 2RSP 3IAUUSD Top holdings2020-06-30 1.QQQ 2.RSP 3.IAUUSD 4.SPLV 5.IEFA 6.SPY 7.SPTL 8.SCHZ 9.AAPL 10.FNDE
2020-03-31	66	$75.6M	100	1QQQ 2RSP 3SPLV Top holdings2020-03-31 1.QQQ 2.RSP 3.SPLV 4.IAUUSD 5.IEFA 6.SPY 7.UJUL 8.SPTL 9.SCHZ 10.PJUL
2019-12-31	315	$130.5K	0	1RSP 2QQQ 3SPLV Top holdings2019-12-31 1.RSP 2.QQQ 3.SPLV 4.CWI 5.FNDE 6.SDOG 7.FNDA 8.EFAV 9.PJUL 10.UJUL

Holding changes this quarter

Position changes disclosed by Silicon Hills Wealth Management, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-10	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-07-29	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-01-13	13F-HR	View on EDGAR

FAQ

What is Silicon Hills Wealth Management, LLC and what type of investor is it?

Silicon Hills Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $177.2M, spread across 84 disclosed positions.

What are Silicon Hills Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, Silicon Hills Wealth Management, LLC's top holdings by market value are: 1. Dimensional Short Duration (DFSD) — $24.1M (13.6%) 2. Avantis U.s. Equity ETF (AVUS) — $23.7M (13.4%) 3. Avantis Intl S/c Value ETF (AVDV) — $10.5M (5.9%) 4. Avantis Resp US Equity ETF (AVSU) — $8.1M (4.6%) 5. Avantis US Small Cap Value (AVUV) — $8.1M (4.5%)

What changes did Silicon Hills Wealth Management, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Silicon Hills Wealth Management, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Silicon Hills Wealth Management, LLC focus on?

Silicon Hills Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.6% • Financials: 21.3% • Health Care: 12.7% • Consumer Discretionary: 10.9% • Consumer Staples: 9.0% • Industrials: 7.3%

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Silicon Hills Wealth Management, LLC 13F Holdings Overview (84 Positions)

CIK: 0001799054

Diversified strategyLong-term holder

Total reported value

$177.2M

Reporting period: 2023-06-30 · Number of holdings: 84

Silicon Hills Wealth Management, LLC disclosed 84 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $177.2M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 53.81
Diversification: 100
Sizing Uniformity: —

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFSD	Dimensional Short Duration	ETF-Other	13.59%	—	+6.46%
2	AVUS	Avantis U.s. Equity ETF	ETF-Other	13.37%	—	+18.26%
3	AVDV	Avantis Intl S/c Value ETF	ETF-Other	5.94%	—	-8.52%
4	AVSU	Avantis Resp US Equity ETF	ETF-Other	4.56%	—	+1.44%
5	AVUV	Avantis US Small Cap Value	ETF-Small Cap	4.55%	—	+8.46%
6	QMOM	Alpha US Quant Mom ETF	ETF-Other	4.48%	—	-3.50%
7	AAPL	Apple INC	Stock-Tech	3.98%	—	+0.26%
8	QVAL	Alpha Arch US Qnt Value ETF	ETF-Other	3.94%	—	+0.10%
9	DIHP	Dimensional International Hi	ETF-Other	3.73%	—	-0.43%
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.93%	—	-2.56%
11	DFAI	Dimensional International Co	ETF-Other	2.65%	—	-9.92%
12	DFNM	Dimensional National Muni Bd	ETF-Other	2.13%	—	-14.13%
13	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.98%	—	-2.58%
14	AVSD	Avantis Reps Intern Equi ETF	ETF-Other	1.93%	—	-1.06%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.33%	—	-8.97%
16	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.23%	—	-3.87%
17	V	Visa Inc-class A Shares	Stock-Financials	1.23%	—	—
18	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	1.07%	—	-4.62%
19	AXP	American Express Co	Stock-Financials	1.03%	—	—
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.97%	—	+66.01%
21	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.90%	—	—
22	MSFT	Microsoft CORP	Stock-Tech	0.88%	—	+5.29%
23	DFAU	Dimensional US Core Equity M	ETF-Other	0.84%	—	-1.75%
24	AVMU	Avantis Core Municipal Fixed	ETF-Other	0.83%	—	—
25	AVDE	Avantis International Equity	ETF-Other	0.82%	—	-4.83%
26	HON	Honeywell International INC	Stock-Industrials	0.80%	—	—
27	DFCF	Dimensional Core Fixed INC	ETF-Other	0.79%	—	+1.79%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.79%	—	+2.12%
29	JNJ	Johnson & Johnson	Stock-Healthcare	0.74%	—	+0.06%
30	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.74%	—	—
31	PEP	Pepsico INC	Stock-Consumer Staples	0.68%	—	—
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.67%	—	-0.11%
33	AVES	Avantis Emerging Markets Val	ETF-Emerging Markets	0.60%	—	-2.48%
34	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.58%	—	—
35	AMGN	Amgen INC	Stock-Healthcare	0.57%	—	—
36	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.54%	—	—
37	UNP	Union Pacific CORP	Stock-Industrials	0.47%	—	—
38	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.44%	—	-2.48%
39	FVD	First Trust Value Line Dvd	ETF-Other	0.42%	—	-8.87%
40	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.41%	—	—
41	HD	Home Depot INC	Stock-Consumer Disc	0.40%	—	-8.01%
42	DFAT	Dimensional US Target Value	ETF-Other	0.38%	—	+0.01%
43	ABBV	Abbvie INC	Stock-Healthcare	0.37%	—	+6.99%
44	XOM	Exxon Mobil CORP	Stock-Energy	0.36%	—	-0.03%
45	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.35%	—	-3.44%
46	CSCO	Cisco Systems INC	Stock-Tech	0.35%	—	+0.21%
47	KO	Coca-cola Co/the	Stock-Consumer Staples	0.34%	—	—
48	NKE	Nike INC -cl B	Stock-Consumer Disc	0.32%	—	—
49	DISV	Dimensional International Sm	ETF-Other	0.31%	—	-4.02%
50	NVDA	Nvidia CORP	Stock-Tech	0.31%	—	+26.08%

1–50 of 84

Portfolio Performance

Performance for Q3 2026

+3.6%

Performance Last 4 Quarters

+24.3%

Based on 88% of reported portfolio value with available pricing

Stdev: +11.2%
Beta: +0.81
Alpha: +1.5%
Max Drawdown: -6%
Annualized Perf: +17%
Batting Avg vs S&P: +38.9%
Sortino: +3.05
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.09
Calmar: +2.82
Information Ratio: -0.46
Tracking Error: +4.5%
Stdev Down: +5.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +31.1%
Worst 12 Months: +5.6%
Efficiency Ratio: +0.58
Sharpe: +1.46
Stdev Sectors: +8.2%
Skewness: +0.01
Kurtosis: -0.54
Upside Potential: +4.75

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	84	$177.2M	0	1DFSD 2AVUS 3AVDV Top holdings2023-06-30 1.DFSD 2.AVUS 3.AVDV 4.AVSU 5.AVUV 6.QMOM 7.AAPL 8.QVAL 9.DIHP 10.QQQ
2023-03-31	84	$166.7M	0	1DFSD 2AVUS 3AVDV Top holdings2023-03-31 1.DFSD 2.AVUS 3.AVDV 4.QMOM 5.AVSU 6.AVUV 7.QVAL 8.DIHP 9.AAPL 10.DFAI
2022-12-31	93	$134.6M	0	1AVUS 2AVDE 3AVUV Top holdings2022-12-31 1.AVUS 2.AVDE 3.AVUV 4.QMOM 5.DFCF 6.IMOM 7.QQQ 8.RSP 9.DFUS 10.AAPL
2022-09-30	90	$126.0M	0	1AVUS 2AVDE 3QMOM Top holdings2022-09-30 1.AVUS 2.AVDE 3.QMOM 4.DFCF 5.AVUV 6.IMOM 7.QQQ 8.AAPL 9.RSP 10.DFIP
2022-06-30	95	$136.6M	0	1AVUS 2AVDE 3DFCF Top holdings2022-06-30 1.AVUS 2.AVDE 3.DFCF 4.AVUV 5.QMOM 6.QQQ 7.IMOM 8.RSP 9.AAPL 10.DFIP
2022-03-31	106	$156.8M	0	1DFCF 2AVUS 3QQQ Top holdings2022-03-31 1.DFCF 2.AVUS 3.QQQ 4.AVDE 5.RSP 6.IAU 7.SPY 8.AAPL 9.AVUV 10.QMOM
2021-12-31	116	$161.5M	0	1TLT 2SPY 3QQQ Top holdings2021-12-31 1.TLT 2.SPY 3.QQQ 4.AVUS 5.RSP 6.IVV 7.AAPL 8.DFCF 9.SPLV 10.AMZN
2021-09-30	113	$145.8M	0	1QQQ 2TLT 3SPY Top holdings2021-09-30 1.QQQ 2.TLT 3.SPY 4.IEFA 5.RSP 6.IVV 7.IAU 8.AAPL 9.SPLV 10.IJR
2021-06-30	90	$128.8M	92	1IEFA 2IAU 3TLT Top holdings2021-06-30 1.IEFA 2.IAU 3.TLT 4.RSP 5.SPY 6.SPLV 7.AAPL 8.ARKK 9.IJR 10.ITOT
2021-03-31	84	$110.5M	45	1RSP 2IEFA 3SPY Top holdings2021-03-31 1.RSP 2.IEFA 3.SPY 4.IJR 5.TLT 6.IAUUSD 7.AAPL 8.IEMG 9.ARKK 10.IVV
2020-12-31	79	$110.4M	31	1QQQ 2RSP 3TLT Top holdings2020-12-31 1.QQQ 2.RSP 3.TLT 4.IAUUSD 5.IEFA 6.SPLV 7.SPY 8.AAPL 9.PSEP 10.SWAN
2020-09-30	74	$96.8M	18	1QQQ 2RSP 3IAUUSD Top holdings2020-09-30 1.QQQ 2.RSP 3.IAUUSD 4.SPLV 5.IEFA 6.PSEP 7.SWAN 8.SPY 9.AAPL 10.SPTL
2020-06-30	71	$83.5M	25	1QQQ 2RSP 3IAUUSD Top holdings2020-06-30 1.QQQ 2.RSP 3.IAUUSD 4.SPLV 5.IEFA 6.SPY 7.SPTL 8.SCHZ 9.AAPL 10.FNDE
2020-03-31	66	$75.6M	100	1QQQ 2RSP 3SPLV Top holdings2020-03-31 1.QQQ 2.RSP 3.SPLV 4.IAUUSD 5.IEFA 6.SPY 7.UJUL 8.SPTL 9.SCHZ 10.PJUL
2019-12-31	315	$130.5K	0	1RSP 2QQQ 3SPLV Top holdings2019-12-31 1.RSP 2.QQQ 3.SPLV 4.CWI 5.FNDE 6.SDOG 7.FNDA 8.EFAV 9.PJUL 10.UJUL

Holding changes this quarter

Position changes disclosed by Silicon Hills Wealth Management, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-10	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-07-29	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-01-13	13F-HR	View on EDGAR

FAQ

What is Silicon Hills Wealth Management, LLC and what type of investor is it?

What are Silicon Hills Wealth Management, LLC's largest equity positions?

What changes did Silicon Hills Wealth Management, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Silicon Hills Wealth Management, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Silicon Hills Wealth Management, LLC focus on?