HH
| |
Hiley Hunt Wealth Management13F | |
| Hiley Hunt Wealth Management | |
| Last update 2025-07-09 | 43 Stocks (2 new) |
| Value $198.00 Mil | Turnover 2 % |
Hiley Hunt Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 170,286 | 30,344.9 | +0.76% | 15.330 | +0.12% | 0.020 | +10.19% | +5.65% | 134,245.4 | ||
VUG | Vanguard Growth ETF | 60,902 | 26,718.4 | +1.06% | 13.500 | +0.14% | 0.020 | +27.20% | +8.98% | 164,247.8 | ||
DFCF | Dimensional Core Fixed Income ETF | 580,061 | 24,368.4 | +0.70% | 12.310 | +0.09% | 0.350 | +1.79% | +1.87% | 7,144.7 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 197,257 | 15,587.2 | +1.32% | 7.870 | +0.10% | 0.040 | +1.12% | +1.74% | 34,991.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 245,343 | 13,864.3 | +0.97% | 7.000 | +0.07% | 0.010 | +11.22% | +19.78% | 160,177.0 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 424,859 | 13,111.1 | +2.26% | 6.620 | +0.15% | 0.140 | +10.99% | +21.17% | 9,790.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 149,438 | 9,437.0 | +3.09% | 4.770 | +0.14% | 0.010 | +16.27% | +2.52% | 97,920.0 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 168,610 | 8,565.4 | +1.51% | 4.330 | +0.06% | 0.650 | +0.16% | +0.22% | 1,376.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 155,208 | 7,671.9 | +2.00% | 3.880 | +0.08% | 0.010 | +15.29% | +15.26% | 85,768.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 66,618 | 7,405.2 | +3.59% | 3.740 | +0.13% | 0.010 | +16.73% | -2.07% | 82,221.5 |
Hiley Hunt Wealth Management's Historical Top Holdings Breakdowns
Hiley Hunt Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.45% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 109.63% | 2,742 | 1,434 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-06-30 | Add Add | +0.15% | 24.94 ($29.27) 31.15 | $31.31 | 6.97% | Add 2.26% | 424,859 | 9,391 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.14% | 51.16 ($58.7) 62.02 | $63.88 | 8.82% | Add 3.09% | 149,438 | 4,475 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.14% | 329.49 ($394.63) 438.4 | $447.28 | 13.34% | Add 1.06% | 60,902 | 641 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-06-30 | Add Add | +0.13% | 52.31 ($59.95) 63.72 | $65.76 | 9.69% | Add 6.33% | 66,210 | 3,942 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.13% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Add 3.59% | 66,618 | 2,309 | |
TSLA | Tesla Inc | 2025-06-30 | Sold Out Sold Out | -0.13% | 221.86 ($300.61) 362.89 | $332.11 | 10.48% | Sold Out | 0 | -904 | |
AMZN | Amazon.com Inc | 2025-06-30 | New Buy New Buy | +0.12% | 167.32 ($197.77) 223.3 | $227.47 | 15.02% | New holding | 1,070 | 1,070 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.12% | 153.67 ($168.97) 176.74 | $178.87 | 5.86% | Add 0.76% | 170,286 | 1,283 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | New Buy New Buy | +0.12% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | New holding | 425 | 425 |
Hiley Hunt Wealth Management Total Holding History ($B)
Hiley Hunt Wealth Management's Asset Allocation
Hiley Hunt Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Hiley Hunt Wealth Management's Hypothetical Growth since 2025-06-30
Hiley Hunt Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hiley Hunt Wealth Management's Holdings Heat Map
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Hiley Hunt Wealth Management's Holdings Bubble Chart
Hiley Hunt Wealth Management News
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