HT

Hartmann Taylor Wealth Management, LLC

13F
Hartmann Taylor Wealth Management, LLC
Last update 2025-04-24 51 Stocks (0 new)
Value $112.00 Mil Turnover 0 %
Countries:
Hartmann Taylor Wealth Managem... Top Holdings of 2025-03-31 View Full List
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)

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Hartmann Taylor Wealth Management, LLC's Asset Allocation

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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 %

Hartmann Taylor Wealth Management, LLC's Holdings Heat Map

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