HT
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Hartmann Taylor Wealth Management, LLC13F | |
Hartmann Taylor Wealth Management, LLC | |
Last update 2025-04-24 | 51 Stocks (0 new) |
Value $112.00 Mil | Turnover 0 % |
Hartmann Taylor Wealth Managem... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 88,759 | 15,332.2 | 0% | 13.740 | 0% | 0.010 | +13.03% | +7.17% | 133,144.6 | ||
CGGR | Capital Group Growth ETF | 281,622 | 9,645.5 | 0% | 8.650 | 0% | 0.090 | +25.79% | +10.22% | 13,436.6 | ||
CGDV | Capital Group Dividend Value ETF | 266,019 | 9,480.9 | 0% | 8.500 | 0% | 0.060 | +22.03% | +16.19% | 19,006.7 | ||
CGBL | Capital Group Core Balanced ETF | 291,584 | 9,033.3 | 0% | 8.100 | 0% | 0.470 | +14.51% | +8.86% | 2,534.2 | ||
CGMU | Capital Group Municipal Income ETF | 209,814 | 5,627.2 | 0% | 5.040 | 0% | 0.210 | +2.37% | +1.05% | 3,362.7 | ||
VXUS | Vanguard Total International Stock | 87,830 | 5,454.2 | 0% | 4.890 | 0% | 0.010 | +19.77% | +19.11% | 91,904.5 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 83,173 | 5,045.3 | 0% | 4.520 | 0% | 0.010 | +19.18% | +18.90% | 44,148.7 | ||
SCHB | Schwab U.S. Broad Market ETF | 227,679 | 4,901.9 | 0% | 4.390 | 0% | 0.020 | +20.14% | +7.06% | 34,768.7 | ||
VB | Vanguard Small Cap ETF | 18,678 | 4,141.9 | 0% | 3.710 | 0% | 0.010 | +20.99% | +2.63% | 61,477.5 | ||
VV | Vanguard Large Cap ETF | 14,795 | 3,802.8 | 0% | 3.410 | 0% | 0.010 | +19.93% | +7.69% | 40,387.5 |
Hartmann Taylor Wealth Management, LLC's Historical Top Holdings Breakdowns
Hartmann Taylor Wealth Management, LLC Total Holding History ($B)
Hartmann Taylor Wealth Management, LLC's Asset Allocation
Hartmann Taylor Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Hartmann Taylor Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Hartmann Taylor Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Hartmann Taylor Wealth Management, LLC's Holdings Heat Map
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Hartmann Taylor Wealth Management, LLC's Holdings Bubble Chart
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