HB Wealth Management, LLC Q4 2022 Filing
Filed January 20, 2023
Portfolio Value
$5.5M
Holdings
682
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (682 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.3M |
VIGVANGUARD SPECIALIZED FUNDS | $535K |
JPSTJ P MORGAN EXCHANGE TRADED F | $296K |
VXUSVANGUARD STAR FDS | $242K |
MINTPIMCO ETF TR | $194K |
SPYGSPDR SER TR | $161K |
IVWISHARES TR | $159K |
VGSHVANGUARD SCOTTSDALE FDS | $150K |
SPYSPDR S&P 500 ETF TR | $122K |
SCHBSCHWAB STRATEGIC TR | $122K |
HDHOME DEPOT INC | $114K |
AAPLAPPLE INC | $108K |
ITOTISHARES TR | $74K |
VEUVANGUARD INTL EQUITY INDEX F | $56K |
MSFTMICROSOFT CORP | $56K |
JMSTJ P MORGAN EXCHANGE TRADED F | $51K |
SCHXSCHWAB STRATEGIC TR | $50K |
SCHDSCHWAB STRATEGIC TR | $40K |
SCHFSCHWAB STRATEGIC TR | $32K |
DFAUDIMENSIONAL ETF TRUST | $28K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $28K |
JNJJOHNSON & JOHNSON | $28K |
BSVVANGUARD BD INDEX FDS | $27K |
KOCOCA COLA CO | $27K |
SCHGSCHWAB STRATEGIC TR | $26K |
ACNACCENTURE PLC IRELAND | $26K |
PGPROCTER AND GAMBLE CO | $25K |
VOOVANGUARD INDEX FDS | $23K |
VOVANGUARD INDEX FDS | $22K |
IWVISHARES TR | $21K |
NDQINVESCO QQQ TR | $20K |
IVVISHARES TR | $19K |
CVXCHEVRON CORP NEW | $19K |
TAT&T INC | $19K |
DGRWWISDOMTREE TR | $18K |
UNHUNITEDHEALTH GROUP INC | $18K |
PFEPFIZER INC | $17K |
PEPPEPSICO INC | $17K |
JPMJPMORGAN CHASE & CO | $17K |
DGROISHARES TR | $17K |
HONHONEYWELL INTL INC | $16K |
SDYSPDR SER TR | $16K |
AMZNAMAZON COM INC | $16K |
HDVISHARES TR | $16K |
VUSBVANGUARD BD INDEX FDS | $16K |
MCDMCDONALDS CORP | $15K |
ALBALBEMARLE CORP | $14K |
ABBVABBVIE INC | $14K |
VVISA INC | $13K |
TXNTEXAS INSTRS INC | $13K |
VBVANGUARD INDEX FDS | $13K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $13K |
WMTWALMART INC | $13K |
XOMEXXON MOBIL CORP | $12K |
VUGVANGUARD INDEX FDS | $12K |
CSCOCISCO SYS INC | $12K |
SOSOUTHERN CO | $12K |
RTXRAYTHEON TECHNOLOGIES CORP | $11K |
IWFISHARES TR | $11K |
ORCLORACLE CORP | $11K |
IWDISHARES TR | $11K |
MRKMERCK & CO INC | $10K |
NEENEXTERA ENERGY INC | $10K |
GPCGENUINE PARTS CO | $10K |
AQLTISHARES TR | $10K |
ADPAUTOMATIC DATA PROCESSING IN | $10K |
MGKVANGUARD WORLD FD | $9K |
BACBANK AMERICA CORP | $9K |
GOOGLALPHABET INC | $9K |
NKENIKE INC | $9K |
ABTABBOTT LABS | $9K |
DYHTARGET CORP | $9K |
IJRISHARES TR | $9K |
GOOGALPHABET INC | $9K |
IBMINTERNATIONAL BUSINESS MACHS | $8K |
LRGFISHARES TR | $8K |
LOWLOWES COS INC | $8K |
AMGNAMGEN INC | $8K |
SCHMSCHWAB STRATEGIC TR | $8K |
ICEINTERCONTINENTAL EXCHANGE IN | $8K |
EFAISHARES TR | $7K |
SPLVINVESCO EXCH TRADED FD TR II | $7K |
UNPUNION PAC CORP | $7K |
VEAVANGUARD TAX-MANAGED FDS | $7K |
CATCATERPILLAR INC | $7K |
AXPAMERICAN EXPRESS CO | $7K |
AQLTISHARES TR | $7K |
VTVVANGUARD INDEX FDS | $7K |
GDGENERAL DYNAMICS CORP | $7K |
MGVVANGUARD WORLD FD | $7K |
MGCVANGUARD WORLD FD | $7K |
UPSUNITED PARCEL SERVICE INC | $7K |
VYMVANGUARD WHITEHALL FDS | $7K |
IVEISHARES TR | $6K |
VBRVANGUARD INDEX FDS | $6K |
SCHASCHWAB STRATEGIC TR | $6K |
LLYLILLY ELI & CO | $6K |
CMCSACOMCAST CORP NEW | $6K |
CBCHUBB LIMITED | $6K |
DUKDUKE ENERGY CORP NEW | $6K |
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