Hassell Wealth Management, LLC Top Holdings and 13F Report (2025) About Hassell Wealth Management, LLCInvestment ActivityHassell Wealth Management, LLC has $234.33 million in total holdings as of March 31, 2025.Hassell Wealth Management, LLC owns shares of 25 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Hassell Wealth Management, LLC has purchased 26 new stocks and bought additional shares in 14 stocks.Hassell Wealth Management, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $60,342,520Vanguard Total International Bond ETF $22,238,662Vanguard Intermediate-Term Corporate Bond ETF $22,067,601Vanguard FTSE Developed Markets ETF $21,966,599Dimensional US Small Cap Value ETF $17,514,188 Largest Purchases this Quarter Vanguard Total Stock Market ETF 6,513 shares (about $1.72M)Vanguard Total International Bond ETF 29,706 shares (about $1.46M)Vanguard Intermediate-Term Corporate Bond ETF 17,533 shares (about $1.40M)Dimensional US Small Cap Value ETF 46,595 shares (about $1.19M)Vanguard Short-Term Corporate Bond ETF 11,988 shares (about $938.06K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 84,871 shares (about $2.67M)iShares Core S&P Total U.S. Stock Market ETF 11,525 shares (about $1.35M)Dimensional World ex U.S. Core Equity 2 ETF 47,285 shares (about $1.21M)SPDR S&P 500 ETF Trust 1,500 shares (about $808.69K)Vanguard FTSE Emerging Markets ETF 4,800 shares (about $208.80K) 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$60,342,520$1,720,412 ▲2.9%228,44025.8%ETFBNDXVanguard Total International Bond ETF$22,238,662$1,457,673 ▲7.0%453,2039.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$22,067,601$1,403,693 ▲6.8%275,6389.4%ETFVEAVanguard FTSE Developed Markets ETF$21,966,599$198,321 ▲0.9%439,5089.4%ETFDFSVDimensional US Small Cap Value ETF$17,514,188$1,190,968 ▲7.3%685,2197.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$14,962,379$923,267 ▲6.6%253,4286.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$14,881,163$938,059 ▲6.7%190,1756.4%ETFDFACDimensional U.S. Core Equity 2 ETF$11,715,187$2,667,496 ▼-18.5%372,7395.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,134,265$543,323 ▲5.7%395,5614.3%ETFDISVDimensional International Small Cap Value ETF$8,160,731$272,118 ▲3.4%284,8423.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,594,653$1,210,497 ▼-17.8%218,5412.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,800,736$1,351,189 ▼-22.0%40,9482.0%ETFMUBiShares National Muni Bond ETF$4,707,846$1,135 ▲0.0%45,6142.0%ETFVTEBVanguard Tax-Exempt Bond ETF$3,660,419$345,803 ▲10.4%75,4731.6%ETFSPYSPDR S&P 500 ETF Trust$2,913,435$808,688 ▼-21.7%5,4041.2%FinanceIEFAiShares Core MSCI EAFE ETF$1,628,211$202,488 ▼-11.1%21,9440.7%ETFVOOVanguard S&P 500 ETF$1,583,590$130,314 ▼-7.6%3,1960.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,156,447$208,800 ▼-15.3%26,5850.5%ETFJPMJPMorgan Chase & Co.$1,009,033$50,229 ▲5.2%4,2990.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$943,750$656 ▲0.1%5,7510.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$845,787$12,629 ▲1.5%22,3690.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$486,897$85,147 ▼-14.9%9,3380.2%ETFAAPLApple$437,367$9,922 ▼-2.2%2,1600.2%Computer and TechnologyIVViShares Core S&P 500 ETF$373,193$5,958 ▼-1.6%6890.2%ETFXOMExxon Mobil$203,5750.0%1,9690.1%EnergyJNJJohnson & Johnson$0$321,306 ▼-100.0%00.0%MedicalShowing 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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