HB Wealth Management, LLC Q4 2021 Filing
Filed February 15, 2022
Portfolio Value
$5.0M
Holdings
512
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (512 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.5M |
VIGVANGUARD SPECIALIZED FUNDS | $525K |
VXUSVANGUARD STAR FDS | $374K |
JPSTJ P MORGAN EXCHANGE-TRADED F | $248K |
IVWISHARES TR | $215K |
SPYGSPDR SER TR | $196K |
MINTPIMCO ETF TR | $138K |
SPYSPDR S&P 500 ETF TR | $124K |
SCHBSCHWAB STRATEGIC TR | $97K |
AAPLAPPLE INC | $87K |
JMSTJ P MORGAN EXCHANGE-TRADED F | $85K |
HDHOME DEPOT INC | $71K |
ITOTISHARES TR | $70K |
VEUVANGUARD INTL EQUITY INDEX F | $43K |
MSFTMICROSOFT CORP | $38K |
VOOVANGUARD INDEX FDS | $31K |
SCHXSCHWAB STRATEGIC TR | $23K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $22K |
BSVVANGUARD BD INDEX FDS | $21K |
SCHDSCHWAB STRATEGIC TR | $21K |
PGPROCTER AND GAMBLE CO | $20K |
IVVISHARES TR | $19K |
TAT&T INC | $18K |
ACNACCENTURE PLC IRELAND | $16K |
AMZNAMAZON COM INC | $16K |
KOCOCA COLA CO | $15K |
SCHGSCHWAB STRATEGIC TR | $14K |
MGKVANGUARD WORLD FD | $14K |
DGRWWISDOMTREE TR | $14K |
JNJJOHNSON & JOHNSON | $14K |
VUGVANGUARD INDEX FDS | $14K |
IWFISHARES TR | $14K |
SCHFSCHWAB STRATEGIC TR | $13K |
VBVANGUARD INDEX FDS | $13K |
HDVISHARES TR | $13K |
PFEPFIZER INC | $13K |
BNDVANGUARD BD INDEX FDS | $12K |
UNHUNITEDHEALTH GROUP INC | $12K |
HONHONEYWELL INTL INC | $11K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $11K |
LRGFISHARES TR | $10K |
DGROISHARES TR | $9K |
CSCOCISCO SYS INC | $9K |
PEPPEPSICO INC | $9K |
VPLVANGUARD INTL EQUITY INDEX F | $9K |
MGCVANGUARD WORLD FD | $9K |
NVDANVIDIA CORPORATION | $8K |
VEAVANGUARD TAX-MANAGED INTL FD | $8K |
GOOGALPHABET INC | $8K |
MGVVANGUARD WORLD FD | $8K |
SPLVINVESCO EXCH TRADED FD TR II | $8K |
TOTLSSGA ACTIVE ETF TR | $8K |
IXUSISHARES TR | $8K |
IGMISHARES TR | $8K |
IWDISHARES TR | $7K |
NEENEXTERA ENERGY INC | $7K |
VVISA INC | $7K |
EFAISHARES TR | $7K |
DFAUDIMENSIONAL ETF TRUST | $7K |
WMTWALMART INC | $7K |
AQLTISHARES TR | $7K |
SDYSPDR SER TR | $7K |
JPMJPMORGAN CHASE & CO | $7K |
MCDMCDONALDS CORP | $7K |
SOSOUTHERN CO | $7K |
NDQINVESCO QQQ TR | $7K |
UNPUNION PAC CORP | $7K |
GOOGLALPHABET INC | $7K |
IVEISHARES TR | $6K |
CMCSACOMCAST CORP NEW | $6K |
IJRISHARES TR | $6K |
ORCLORACLE CORP | $6K |
OEFISHARES TR | $6K |
RTXRAYTHEON TECHNOLOGIES CORP | $6K |
GBDCGOLUB CAP BDC INC | $6K |
NKENIKE INC | $5K |
ABBVABBVIE INC | $5K |
METAMETA PLATFORMS INC | $5K |
QQQMINVESCO EXCH TRADED FD TR II | $5K |
TXNTEXAS INSTRS INC | $5K |
INTCINTEL CORP | $5K |
VOVANGUARD INDEX FDS | $5K |
VBRVANGUARD INDEX FDS | $5K |
MAAMID-AMER APT CMNTYS INC | $5K |
SCHVSCHWAB STRATEGIC TR | $5K |
BACBK OF AMERICA CORP | $5K |
IWBISHARES TR | $5K |
BACVERIZON COMMUNICATIONS INC | $5K |
RSPINVESCO EXCHANGE TRADED FD T | $5K |
DISDISNEY WALT CO | $5K |
DYHTARGET CORP | $4K |
AMTAMERICAN TOWER CORP NEW | $4K |
LOWLOWES COS INC | $4K |
IBMINTERNATIONAL BUSINESS MACHS | $4K |
AXPAMERICAN EXPRESS CO | $4K |
VOTVANGUARD INDEX FDS | $4K |
DUKDUKE ENERGY CORP NEW | $4K |
TSLATESLA INC | $4K |
VTVVANGUARD INDEX FDS | $4K |
ESGUISHARES TR | $4K |
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