HI

HTG Investment Advisors, Inc.

13F
HTG Investment Advisors, Inc.
Last update 2025-05-02 68 Stocks (4 new)
Value $240.00 Mil Turnover 9 %
Countries:
Top Holdings: DFAC(10.37%)DFIC(7.81%)CBRE(7.57%)AVDE(7.27%)AVUS(7.09%)
Summary Stock Picks Current Portfolio
HTG Investment Advisors, Inc. 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
DFAC
Dimensional U.S. Core Equity 2 ETF
753,724
24,865.4
+1.72%
10.370
+0.18%
0.080
+21.82%
+6.55%
35,664.9
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
674,220
18,723.1
+3.77%
7.810
+0.28%
0.220
+13.73%
+22.41%
9,704.8
 
CBRE
CBRE Group Inc
138,827
18,155.8
+0.33%
7.570
+0.03%
0.050
+21.42%
+6.87%
41,827.1
Real Estate
AVDE
Avantis International Equity ETF
262,834
17,418.0
+6.79%
7.270
+0.46%
0.280
+14.19%
+22.90%
7,487.6
 
AVUS
Avantis U.S. Equity ETF
184,099
17,007.1
+10.28%
7.090
+0.66%
0.220
+22.05%
+6.82%
8,911.3
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
624,979
16,374.5
+1.09%
6.830
+0.07%
0.210
+16.43%
+21.42%
8,949.3
 
BSV
Vanguard Short-Term Bond ETF
196,141
15,353.9
+2.92%
6.400
+0.18%
0.040
+1.24%
+3.43%
38,503.6
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
221,610
13,225.7
+1,376.32%
5.520
+5.15%
0.450
+10.01%
+2.43%
3,313.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
109,867
10,868.0
+4.72%
4.530
+0.20%
0.010
+2.25%
+3.65%
128,494.7
 
VTV
Vanguard Value ETF
54,855
9,475.6
+19.29%
3.950
+0.64%
0.010
+12.76%
+6.35%
133,157.9
 

HTG Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

HTG Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-03-31
Add
Add
+5.15%
●
59.58 ($62) 63.7
$63.35
2.18%
Add 1376.32%
221,610
206,599
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+0.66%
●
90.7 ($97.44) 101.57
$102.89
5.59%
Add 10.28%
184,099
17,157
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.64%
●
167.73 ($174.39) 179.21
$178.03
2.09%
Add 19.29%
54,855
8,870
AVDE
Avantis International Equity ETF
2025-03-31
Add
Add
+0.46%
●
60.63 ($65.05) 68.55
$74.14
13.97%
Add 6.79%
262,834
16,701
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+0.39%
●
48.43 ($49.09) 49.9
$50.12
2.10%
Add 278.3%
25,592
18,827
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.28%
●
25.54 ($27.31) 28.8
$31.11
13.90%
Add 3.77%
674,220
24,490
JMUB
JPMorgan Municipal ETF
2025-03-31
Add
Add
+0.26%
●
49.69 ($50.25) 50.78
$49.27
-1.96%
Add 18%
82,986
12,660
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.20%
●
95.85 ($97.76) 99.25
$98.50
0.76%
Add 4.72%
109,867
4,949
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.18%
●
32.42 ($34.71) 36.1
$36.66
5.60%
Add 1.72%
753,724
12,759
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.18%
●
76.94 ($77.63) 78.28
$78.44
1.04%
Add 2.92%
196,141
5,560

HTG Investment Advisors, Inc. Total Holding History ($B)

To

HTG Investment Advisors, Inc.'s Asset Allocation

To

HTG Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HTG Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31

HTG Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

HTG Investment Advisors, Inc.'s Holdings Heat Map

Size field:

HTG Investment Advisors, Inc.'s Holdings Bubble Chart

HTG Investment Advisors, Inc. News

  • 1

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