Hassell Wealth Management, LLC Top Holdings and 13F Report (2024) About Hassell Wealth Management, LLCInvestment ActivityHassell Wealth Management, LLC has $238.62 million in total holdings as of September 30, 2024.Hassell Wealth Management, LLC owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Hassell Wealth Management, LLC has purchased 27 new stocks and bought additional shares in 18 stocks.Hassell Wealth Management, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $65,703,156Vanguard FTSE Developed Markets ETF $21,346,242Dimensional US Small Cap Value ETF $19,951,533Vanguard Intermediate-Term Corporate Bond ETF $19,382,100Vanguard Total International Bond ETF $19,370,604 Largest Purchases this Quarter Vanguard Total Stock Market ETF 12,383 shares (about $3.48M)Vanguard FTSE Developed Markets ETF 35,296 shares (about $1.77M)Dimensional US Small Cap Value ETF 57,640 shares (about $1.75M)Vanguard Total International Bond ETF 21,438 shares (about $1.07M)Vanguard Intermediate-Term Corporate Bond ETF 12,411 shares (about $1.01M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 6,885 shares (about $234.16K)Exxon Mobil 1,000 shares (about $116.78K)Vanguard S&P 500 ETF 223 shares (about $116.57K)iShares 1-3 Year Treasury Bond ETF 910 shares (about $74.95K)iShares MSCI EAFE ETF 910 shares (about $72.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHassell Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$65,703,156$3,479,996 ▲5.6%233,79427.5%ETFVEAVanguard FTSE Developed Markets ETF$21,346,242$1,768,328 ▲9.0%426,0738.9%ETFDFSVDimensional US Small Cap Value ETF$19,951,533$1,751,105 ▲9.6%656,7328.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$19,382,100$1,009,884 ▲5.5%238,1978.1%ETFBNDXVanguard Total International Bond ETF$19,370,604$1,068,041 ▲5.8%388,8128.1%ETFDFACDimensional U.S. Core Equity 2 ETF$15,922,346$234,159 ▼-1.4%468,1676.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$12,906,120$702,895 ▲5.8%219,4925.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,905,067$746,953 ▲6.1%164,5635.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,108,748$921,904 ▲10.0%372,3304.2%ETFDISVDimensional International Small Cap Value ETF$7,480,644$673,627 ▲9.9%272,8173.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,848,043$56,874 ▼-0.8%265,7372.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,461,010$75,848 ▲1.2%51,7922.7%ETFMUBiShares National Muni Bond ETF$4,879,772$428 ▲0.0%45,5932.0%ETFSPYSPDR S&P 500 ETF Trust$3,977,358$2,843 ▼-0.1%6,9951.7%FinanceVOOVanguard S&P 500 ETF$2,314,110$116,568 ▼-4.8%4,4271.0%ETFIEFAiShares Core MSCI EAFE ETF$1,795,326$27,003 ▲1.5%24,3340.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,334,940$40,470 ▲3.1%28,6650.6%ETFRSPInvesco S&P 500 Equal Weight ETF$1,012,6100.0%5,7440.4%ETFJPMJPMorgan Chase & Co.$906,480$16,199 ▲1.8%4,0850.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$867,583$29,072 ▲3.5%21,5760.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$704,770$74,949 ▼-9.6%8,5570.3%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$590,075$3,170 ▲0.5%10,6090.2%ETFAAPLApple$498,720$452 ▲0.1%2,2080.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$426,230$689 ▼-0.2%4,3310.2%FinanceIVViShares Core S&P 500 ETF$399,868$10,282 ▲2.6%7000.2%ETFEFAiShares MSCI EAFE ETF$297,471$72,090 ▼-19.5%3,7550.1%FinanceXOMExxon Mobil$229,940$116,780 ▼-33.7%1,9690.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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