HH
| |
Hiley Hunt Wealth Management13F | |
Hiley Hunt Wealth Management | |
Last update 2025-04-03 | 43 Stocks (6 new) |
Value $183.00 Mil | Turnover 4 % |
Hiley Hunt Wealth Management 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 | 169,003 | 29,126.0 | +0.34% | 15.890 | +0.05% | 0.020 | +3.69% | +6.75% | 131,078.0 | ||
DFCF | Dimensional Core Fixed Income ETF | 576,035 | 24,291.4 | +6.70% | 13.250 | +0.83% | 0.370 | +1.34% | +4.33% | 7,087.9 | ||
VUG | Vanguard Growth ETF | 60,261 | 22,547.8 | -2.91% | 12.300 | -0.41% | 0.010 | +16.03% | +6.80% | 150,804.6 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 194,682 | 15,327.4 | +7.70% | 8.360 | +0.60% | 0.040 | +1.66% | +3.68% | 34,726.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 242,980 | 12,394.4 | +0.45% | 6.760 | +0.03% | 0.010 | +12.62% | +21.02% | 151,667.3 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 415,468 | 11,558.3 | +7.61% | 6.300 | +0.45% | 0.140 | +13.37% | +22.65% | 9,683.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 144,963 | 8,503.5 | +0.79% | 4.640 | +0.04% | 0.010 | +6.75% | +2.38% | 96,963.8 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 166,101 | 8,425.5 | +8.93% | 4.600 | +0.38% | 0.740 | +1.11% | +2.27% | 1,309.2 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 152,171 | 6,910.1 | +0.07% | 3.770 | 0% | 0.010 | +9.89% | +13.52% | 82,638.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 64,309 | 6,739.6 | -0.36% | 3.680 | -0.01% | 0.010 | +6.14% | -1.73% | 81,125.8 |
Hiley Hunt Wealth Management's Historical Top Holdings Breakdowns
Hiley Hunt Wealth Management's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.83% | 40.79 ($41.67) 42.32 | $42.24 | 1.37% | Add 6.7% | 576,035 | 36,168 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.60% | 77.7 ($78.41) 78.94 | $79.16 | 0.96% | Add 7.7% | 194,682 | 13,923 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.45% | 25.54 ($27.31) 28.8 | $31.16 | 14.12% | Add 7.61% | 415,468 | 29,367 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.45% | 217.89 ($238.81) 252.64 | $241.72 | 1.22% | Reduce -41.49% | 4,739 | -3,361 | |
APOC |
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
| 2025-03-31 | New Buy New Buy | +0.44% | 25.08 ($25.52) 25.87 | $25.56 | 0.17% | New holding | 32,130 | 32,130 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.41% | 369.1 ($404.54) 427.61 | $437.26 | 8.09% | Reduce -2.91% | 60,261 | -1,809 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Add Add | +0.38% | 50.58 ($50.73) 50.87 | $50.74 | 0.03% | Add 8.93% | 166,101 | 13,615 | |
VOOG | Vanguard S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.29% | 333.37 ($363.64) 384.99 | $396.00 | 8.90% | Reduce -32.35% | 3,014 | -1,441 | |
UJAN |
Innovator U.S. Equity Ultra Buffer ETF - January
Innovator U.S. Equity Ultra Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +0.27% | 37.87 ($39.04) 39.86 | $40.53 | 3.82% | New holding | 12,824 | 12,824 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.26% | 74.85 ($80.6) 84.89 | $89.50 | 11.04% | Reduce -20.08% | 24,860 | -6,247 |
Hiley Hunt Wealth Management Total Holding History ($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
- 1
Hiley Hunt Wealth Management's Hypothetical Growth since 2025-03-31
Hiley Hunt Wealth Management's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Hiley Hunt Wealth Management's Holdings Heat Map
Size field:
Hiley Hunt Wealth Management's Holdings Bubble Chart
Hiley Hunt Wealth Management News
- 1