HW
| |
HMV Wealth Advisors, LLC13F | |
| HMV Wealth Advisors, LLC | |
| Last update 2025-04-16 | 80 Stocks (6 new) |
| Value $126.00 Mil | Turnover 26 % |
HMV Wealth Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAT | Dimensional U.S. Targeted Value ETF | 165,197 | 8,506.0 | +66.23% | 6.750 | +2.69% | 0.080 | +16.82% | -0.56% | 10,960.9 | ||
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 416,602 | 8,098.7 | +101.21% | 6.420 | +3.23% | 0.600 | +19.07% | -2.43% | 1,528.6 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 72,645 | 6,332.5 | +31.40% | 5.020 | +1.20% | 0.040 | +16.56% | -2.86% | 16,539.2 | ||
VTI | Vanguard Total Stock Market ETF | 22,371 | 6,148.4 | +134.84% | 4.880 | +2.80% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 162,717 | 5,368.0 | +0.42% | 4.260 | +0.02% | 0.020 | +18.37% | +5.61% | 35,543.3 | ||
DFIV | Dimensional International Value ETF | 129,118 | 5,082.1 | +3.76% | 4.030 | +0.15% | 0.050 | +10.59% | +20.41% | 12,179.3 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 72,460 | 5,053.4 | +244.72% | 4.010 | +2.85% | 0.060 | +16.67% | +25.49% | 9,787.5 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 178,941 | 4,734.8 | +127.50% | 3.760 | +2.11% | 0.100 | +18.36% | +15.46% | 5,736.5 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 36,436 | 4,445.6 | +82.64% | 3.530 | +1.60% | 0.010 | +20.01% | +7.44% | 72,171.6 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 70,763 | 4,203.4 | +27.21% | 3.330 | +0.71% | 0.010 | +0.86% | +4.09% | 31,611.5 |
HMV Wealth Advisors, LLC's Historical Top Holdings Breakdowns
HMV Wealth Advisors, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 2025-03-31 | Add Add | +3.23% | 19.02 ($20.99) 22.28 | $21.13 | 0.64% | Add 101.21% | 416,602 | 209,553 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +2.85% | 63.74 ($67.91) 71.96 | $80.16 | 18.04% | Add 244.72% | 72,460 | 51,440 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +2.80% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 134.84% | 22,371 | 12,845 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Add Add | +2.69% | 50.44 ($55.03) 58.1 | $55.35 | 0.58% | Add 66.23% | 165,197 | 65,820 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +2.11% | 25.35 ($26.59) 27.46 | $30.24 | 13.73% | Add 127.5% | 178,941 | 100,286 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +2.04% | 32.57 ($34.36) 35.83 | $36.17 | 5.27% | Add 342.8% | 100,515 | 77,815 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +1.75% | 63.77 ($68.2) 71.36 | $75.46 | 10.65% | Add 279.82% | 43,395 | 31,970 | |
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 2025-03-31 | Add Add | +1.61% | 25.1 ($26.73) 27.85 | $29.07 | 8.77% | Add 288.51% | 101,400 | 75,300 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +1.60% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Add 82.64% | 36,436 | 16,486 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +1.20% | 84.96 ($93.96) 100.71 | $93.77 | -0.20% | Add 31.4% | 72,645 | 17,360 |
HMV Wealth Advisors, LLC Total Holding History ($B)
HMV Wealth Advisors, LLC's Asset Allocation
HMV Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HMV Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
HMV Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HMV Wealth Advisors, LLC's Holdings Heat Map
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HMV Wealth Advisors, LLC's Holdings Bubble Chart
HMV Wealth Advisors, LLC News
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