HFM Investment Advisors, LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$206.2M
Holdings
1,189
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,189 positions)
| Stock | Value |
|---|---|
DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $89.6M |
DFAXDimensional ETF Trust Dimensional World ex U.S. Core Equity 2 ETF | $44.0M |
DFCFDimensional ETF Trust Dimensional Core Fixed Income ETF | $29.4M |
DFNMDimensional ETF Trust Dimensional National Municipal Bond ETF | $17.3M |
DFGXDimensional ETF Trust Dimensional Global ex US Core Fixed Income ETF | $10.0M |
DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $4.0M |
AOAiShares Core Aggressive Allocation ETF | $1.9M |
VTVanguard Group, Inc. Vanguard Total World Stock ETF | $1.2M |
JNJJohnson & Johnson Ordinary Shares | $836K |
AORiShares Core Growth Allocation ETF | $675K |
CSCOCisco Systems, Inc. Ordinary Shares | $664K |
MMM3M Co. Ordinary Shares | $505K |
XOMExxon Mobil Corp. Ordinary Shares | $488K |
GEGE Aerospace Ordinary Shares | $443K |
ROKRockwell Automation Inc Ordinary Shares | $416K |
IBMInternational Business Machines Corp. Ordinary Shares | $402K |
JSCPJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Short Duration Core Plus ETF | $203K |
SPSBSSgA Active Trust SPDR Portfolio Short Term Corporate Bond ETF | $203K |
TSLATesla Inc Ordinary Shares | $194K |
CEGConstellation Energy Corporation Ordinary Shares | $186K |
PGProcter & Gamble Co. Ordinary Shares | $182K |
JPSTJ.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income ETF | $175K |
GEVGE Vernova Inc | $169K |
BMYBristol-Myers Squibb Co. Ordinary Shares | $157K |
CMCTCreative Media & Community Trust Ordinary Shares | $130K |
PEOExelon Corp. Ordinary Shares | $128K |
AOMiShares Core Moderate Allocation ETF | $113K |
ELVElevance Health Inc Ordinary Shares | $103K |
AAPLApple Inc Ordinary Shares | $99K |
NOCNorthrop Grumman Corp. Ordinary Shares | $86K |
AMZNAmazon.com Inc. Ordinary Shares | $83K |
LLYLilly(Eli) & Co Ordinary Shares | $81K |
MSFTMicrosoft Corporation Ordinary Shares | $73K |
SENEBSeneca Foods Corp. Ordinary Shares - Class B | $73K |
SENEASeneca Foods Corp. Ordinary Shares - Class A | $71K |
METAMeta Platforms Inc Ordinary Shares - Class A | $70K |
SOLVSOLVENTUM CORP | $65K |
GEHCGE HealthCare Technologies Inc Ordinary Shares | $60K |
GOOGAlphabet Inc Ordinary Shares - Class C | $58K |
SPYMSPDR Portfolio S&P 500 ETF | $58K |
VEAVanguard FTSE Developed Markets | $57K |
RSGRepublic Services, Inc. Ordinary Shares | $53K |
VTIPVanguard Malvern Funds Vanguard Short-Term Inflation-Protected Securities Index Fund | $52K |
EDConsolidated Edison, Inc. Ordinary Shares | $52K |
CSGPCostar Group, Inc. Ordinary Shares | $51K |
JAAAJanus Capital Management LLC Janus Henderson AAA CLO ETF | $50K |
BACVerizon Communications Inc Ordinary Shares | $43K |
BNDXVanguard Group, Inc. Vanguard Total International Bond ETF | $38K |
VTIVanguard Total Stock Market ETF | $37K |
MUBiShares National AMT-Free Muni Bond ETF | $37K |
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $36K |
TAT&T, Inc. Ordinary Shares | $33K |
VGSHVanguard Group, Inc. Vanguard Short-Term Treasury ETF | $27K |
MCDMcDonald`s Corp Ordinary Shares | $26K |
BABoeing Co. Ordinary Shares | $26K |
YUMYum Brands Inc. Ordinary Shares | $25K |
INTCINTEL ORD | $25K |
DFICDimensional ETF Trust Dimensional International Core Equity 2 ETF | $24K |
ESEversource Energy Ordinary Shares | $23K |
IUSBiShares Core Total USD Bond Market ETF | $23K |
AOKiShares Core Conservative Allocation ETF | $21K |
CLColgate-Palmolive Co. Ordinary Shares | $19K |
NVDANVIDIA Corp Ordinary Shares | $18K |
VWOVanguard FTSE Emerging Markets | $18K |
CRWDCrowdstrike Holdings Inc Ordinary Shares - Class A | $18K |
KOCoca-Cola Co Ordinary Shares | $17K |
PFEPfizer Inc. Ordinary Shares | $16K |
AGGiShares Core Total US Bond Market ETF | $15K |
DYHTarget Corp Ordinary Shares | $15K |
VVisa Inc Ordinary Shares - Class A | $14K |
JPMJPMorgan Chase & Co. Ordinary Shares | $13K |
METVListed Funds Trust Roundhill Ball Metaverse ETF | $13K |
GSIEGoldman Sachs ActiveBeta International Equity ETF | $12K |
SGOViShares Trust iShares 0-3 Month Treasury Bond ETF | $12K |
ZBHZimmer Biomet Holdings Inc Ordinary Shares | $12K |
GOOGLAlphabet Inc Ordinary Shares - Class A | $11K |
LNGCheniere Energy Inc. Ordinary Shares | $11K |
EMBiShares Emerging Markets USD Bond ETF | $11K |
SMLFiShares U.S. Small-Cap Equity Factor ETF | $10K |
EMNEastman Chemical Co Ordinary Shares | $10K |
MSIFMSC INCOME FUND LOCKUP | $10K |
TFISPDR Nuveen Bloomberg Municipal Bond ETF | $9K |
WCNWaste Connections Inc Ordinary Shares | $8K |
GBILGoldman Sachs TreasuryAccess 01 Year ETF | $8K |
JPCNuveen Preferred & Income Opportunities Fund Ordinary Shares | $8K |
STIPiShares 0-5 Year TIPS Bond ETF | $8K |
SPMDSPDR Portfolio S&P 400 Mid Cap | $8K |
VRSKVerisk Analytics Inc Ordinary Shares | $8K |
SPGIS&P Global Inc Ordinary Shares | $8K |
BLKBlackrock Inc. Ordinary Shares | $8K |
SCIService Corp. International Ordinary Shares | $7K |
GSGoldman Sachs Group, Inc. Ordinary Shares | $7K |
VTVVanguard Value ETF | $7K |
YUMCYum China Holdings Inc Ordinary Shares | $7K |
TMUST-Mobile US Inc Ordinary Shares | $7K |
NEENextEra Energy Inc Ordinary Shares | $7K |
ALCAlcon Inc. Registered Shares | $7K |
BXBlackstone Inc Ordinary Shares | $6K |
CVSCVS Health Corp Ordinary Shares | $6K |
SCHXSchwab U.S. Large-Cap ETF | $6K |
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