HH

Hiley Hunt Wealth Management

13F
Hiley Hunt Wealth Management
Last update 2025-04-03 43 Stocks (6 new)
Value $183.00 Mil Turnover 4 %
Countries:
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)

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Hiley Hunt Wealth Management's Asset Allocation

To

Hiley Hunt Wealth Management Past Portfolios

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

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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

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