Hiley Hunt Wealth Management Q4 2025 Filing
Filed January 6, 2026
Portfolio Value
$223.5M
Holdings
49
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 174,632 | $33.4M | 14.92% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 687,752 | $29.3M | 13.10% | |
| 3 | VUGVANGUARD INDEX FDS | 54,796 | $26.7M | 11.96% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 243,222 | $19.4M | 8.68% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 248,765 | $15.5M | 6.95% | |
| 6 | DFICDIMENSIONAL ETF TRUST | 448,847 | $15.5M | 6.92% | |
| 7 | DUSBDIMENSIONAL ETF TRUST | 221,349 | $11.2M | 5.02% | |
| 8 | IJHISHARES TR | 151,986 | $10.0M | 4.49% | |
| 9 | IJRISHARES TR | 66,249 | $8.0M | 3.56% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 146,393 | $7.9M | 3.52% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 230,425 | $7.6M | 3.41% | |
| 12 | BNDVANGUARD BD INDEX FDS | 73,380 | $5.4M | 2.43% | |
| 13 | DFASDIMENSIONAL ETF TRUST | 71,897 | $5.0M | 2.24% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,939 | $3.5M | 1.56% | |
| 15 | DFNMDIMENSIONAL ETF TRUST | 49,072 | $2.4M | 1.06% | |
| 16 | EFAISHARES TR | 22,044 | $2.1M | 0.95% | |
| 17 | DFAUDIMENSIONAL ETF TRUST | 39,507 | $1.8M | 0.83% | |
| 18 | AAPLAPPLE INC | 5,127 | $1.4M | 0.62% | |
| 19 | MSFTMICROSOFT CORP | 2,663 | $1.3M | 0.58% | |
| 20 | UNPUNION PAC CORP | 5,447 | $1.3M | 0.56% | |
| 21 | VBVANGUARD INDEX FDS | 4,720 | $1.2M | 0.54% | |
| 22 | VOOGVANGUARD ADMIRAL FDS INC | 2,663 | $1.2M | 0.53% | |
| 23 | VOVANGUARD INDEX FDS | 3,962 | $1.1M | 0.51% | |
| 24 | SPYSPDR S&P 500 ETF TR | 1,195 | $814K | 0.36% | |
| 25 | EALTINNOVATOR ETFS TRUST | 17,840 | $629K | 0.28% | |
| 26 | SPYGSPDR SERIES TRUST | 5,625 | $600K | 0.27% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 672 | $579K | 0.26% | |
| 28 | SLVISHARES SILVER TR | 8,955 | $576K | 0.26% | |
| 29 | IWFISHARES TR | 1,205 | $570K | 0.26% | |
| 30 | WMTWALMART INC | 5,077 | $565K | 0.25% | |
| 31 | UJANINNOVATOR ETFS TRUST | 12,824 | $554K | 0.25% | |
| 32 | IVWISHARES TR | 4,229 | $521K | 0.23% | |
| 33 | BSVVANGUARD BD INDEX FDS | 6,259 | $493K | 0.22% | |
| 34 | GQ9SPDR GOLD TR | 1,192 | $472K | 0.21% | |
| 35 | USBUS BANCORP DEL | 8,562 | $456K | 0.20% | |
| 36 | UAUGINNOVATOR ETFS TRUST | 11,131 | $444K | 0.20% | |
| 37 | GOOGLALPHABET INC | 1,350 | $422K | 0.19% | |
| 38 | APOCINNOVATOR ETFS TRUST | 15,833 | $414K | 0.19% | |
| 39 | IVVISHARES TR | 592 | $405K | 0.18% | |
| 40 | MUBISHARES TR | 3,695 | $395K | 0.18% | |
| 41 | JNJJOHNSON & JOHNSON | 1,857 | $384K | 0.17% | |
| 42 | VMIVALMONT INDS INC | 786 | $316K | 0.14% | |
| 43 | ESMLISHARES TR | 6,316 | $290K | 0.13% | |
| 44 | AMZNAMAZON COM INC | 1,070 | $246K | 0.11% | |
| 45 | DDTNINNOVATOR ETFS TRUST | 12,730 | $244K | 0.11% | |
| 46 | VOOVANGUARD INDEX FDS | 360 | $225K | 0.10% | |
| 47 | EEMISHARES TR | 4,043 | $221K | 0.10% | |
| 48 | KOCOCA COLA CO | 3,157 | $220K | 0.10% | |
| 49 | UMARINNOVATOR ETFS TRUST | 5,066 | $202K | 0.09% |