Hiley Hunt Wealth Management Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$183.4B
Holdings
43
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 169,003 | $29.1B | 15.89% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 576,035 | $24.3B | 13.25% | |
| 3 | VUGVANGUARD INDEX FDS | 60,261 | $22.5B | 12.30% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 194,682 | $15.3B | 8.36% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 242,980 | $12.4B | 6.76% | |
| 6 | DFICDIMENSIONAL ETF TRUST | 415,468 | $11.6B | 6.30% | |
| 7 | IJHISHARES TR | 144,963 | $8.5B | 4.64% | |
| 8 | DUSBDIMENSIONAL ETF TRUST | 166,101 | $8.4B | 4.60% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 152,171 | $6.9B | 3.77% | |
| 10 | IJRISHARES TR | 64,309 | $6.7B | 3.68% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 229,362 | $6.1B | 3.33% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 62,268 | $3.7B | 2.04% | |
| 13 | BNDVANGUARD BD INDEX FDS | 50,344 | $3.7B | 2.02% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,319 | $3.4B | 1.84% | |
| 15 | EFAISHARES TR | 24,860 | $2.0B | 1.11% | |
| 16 | DFNMDIMENSIONAL ETF TRUST | 37,908 | $1.8B | 0.99% | |
| 17 | DFAUDIMENSIONAL ETF TRUST | 35,643 | $1.4B | 0.75% | |
| 18 | UNPUNION PAC CORP | 5,583 | $1.3B | 0.72% | |
| 19 | AAPLAPPLE INC | 5,922 | $1.3B | 0.72% | |
| 20 | MSFTMICROSOFT CORP | 3,159 | $1.2B | 0.66% | |
| 21 | VBVANGUARD INDEX FDS | 4,739 | $1.1B | 0.57% | |
| 22 | VOVANGUARD INDEX FDS | 3,922 | $1.0B | 0.56% | |
| 23 | VOOGVANGUARD ADMIRAL FDS INC | 3,014 | $1.0B | 0.55% | |
| 24 | APOCINNOVATOR ETFS TRUST | 32,130 | $806.5M | 0.44% | |
| 25 | SPYSPDR S&P 500 ETF TR | 1,308 | $733.7M | 0.40% | |
| 26 | MUBISHARES TR | 6,172 | $651.2M | 0.36% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 675 | $643.8M | 0.35% | |
| 28 | IVWISHARES TR | 6,463 | $604.3M | 0.33% | |
| 29 | SPYGSPDR SER TR | 6,860 | $555.3M | 0.30% | |
| 30 | UJANINNOVATOR ETFS TRUST | 12,824 | $490.1M | 0.27% | |
| 31 | BSVVANGUARD BD INDEX FDS | 6,064 | $473.6M | 0.26% | |
| 32 | WMTWALMART INC | 5,076 | $450.9M | 0.25% | |
| 33 | IWFISHARES TR | 1,205 | $438.5M | 0.24% | |
| 34 | USBUS BANCORP DEL | 9,009 | $376.3M | 0.21% | |
| 35 | IVVISHARES TR | 587 | $330.8M | 0.18% | |
| 36 | UMARINNOVATOR ETFS TRUST | 8,604 | $306.4M | 0.17% | |
| 37 | JNJJOHNSON & JOHNSON | 1,640 | $251.3M | 0.14% | |
| 38 | TSLATESLA INC | 904 | $242.7M | 0.13% | |
| 39 | ESMLISHARES TR | 6,133 | $236.6M | 0.13% | |
| 40 | VMIVALMONT INDS INC | 781 | $225.2M | 0.12% | |
| 41 | KOCOCA COLA CO | 3,100 | $222.8M | 0.12% | |
| 42 | GOOGLALPHABET INC | 1,348 | $211.8M | 0.12% | |
| 43 | PGPROCTER AND GAMBLE CO | 1,193 | $203.5M | 0.11% |