Hiley Hunt Wealth Management Top Holdings and 13F Report (2025) About Hiley Hunt Wealth ManagementInvestment ActivityHiley Hunt Wealth Management has $180.23 million in total holdings as of December 31, 2024.Hiley Hunt Wealth Management owns shares of 39 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Hiley Hunt Wealth Management has purchased 38 new stocks and bought additional shares in 23 stocks.Hiley Hunt Wealth Management sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $28,514,935Vanguard Growth ETF $25,476,106Dimensional Core Fixed Income ETF $22,280,307Vanguard Short-Term Corporate Bond ETF $14,100,976Vanguard FTSE Developed Markets ETF $11,566,945 Largest New Holdings this Quarter Charles Schwab $227,808 HoldingAmazon.com $215,002 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 40,346 shares (about $1.67M)DIMENSIONAL ETF TRUST 31,553 shares (about $1.60M)Vanguard Short-Term Corporate Bond ETF 20,092 shares (about $1.57M)Vanguard FTSE Developed Markets ETF 17,171 shares (about $821.12K)Dimensional International Core Equity 2 ETF 29,061 shares (about $751.08K) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 495 shares (about $181.19K)SPDR S&P 500 ETF Trust 100 shares (about $58.60K)U.S. Bancorp 1,200 shares (about $57.40K)Vanguard Growth ETF 94 shares (about $38.58K)Berkshire Hathaway 85 shares (about $38.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHiley Hunt Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$28,514,935$484,876 ▲1.7%168,42815.8%ETFVUGVanguard Growth ETF$25,476,106$38,582 ▼-0.2%62,07014.1%ETFDFCFDimensional Core Fixed Income ETF$22,280,307$1,665,079 ▲8.1%539,86712.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$14,100,976$1,567,373 ▲12.5%180,7597.8%ETFVEAVanguard FTSE Developed Markets ETF$11,566,945$821,118 ▲7.6%241,8856.4%ETFDFICDimensional International Core Equity 2 ETF$9,978,777$751,081 ▲8.1%386,1015.5%ETFIJHiShares Core S&P Mid-Cap ETF$8,962,062$131,350 ▲1.5%143,8305.0%ETFDIMENSIONAL ETF TRUST$7,714,264$1,596,266 ▲26.1%152,4864.3%ULTRASHORT FIXEDIJRiShares Core S&P Small-Cap ETF$7,436,329$247,378 ▲3.4%64,5404.1%ETFVWOVanguard FTSE Emerging Markets ETF$6,697,226$215,488 ▲3.3%152,0713.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,569,074$402,750 ▲7.8%212,6413.1%ETFDFASDimensional U.S. Small Cap ETF$3,702,271$153,328 ▲4.3%56,8882.1%ETFBNDVanguard Total Bond Market ETF$3,692,980$397,156 ▲12.1%51,3562.0%ETFBRK.BBerkshire Hathaway$2,885,580$38,529 ▼-1.3%6,3661.6%FinanceEFAiShares MSCI EAFE ETF$2,352,030$10,737 ▼-0.5%31,1071.3%FinanceVBVanguard Small-Cap ETF$1,946,382$7,449 ▲0.4%8,1001.1%ETFDFNMDimensional National Municipal Bond ETF$1,839,367$307,349 ▲20.1%38,5051.0%ETFVOOGVanguard S&P 500 Growth ETF$1,630,730$181,192 ▼-10.0%4,4550.9%ETFAAPLApple$1,512,772$7,513 ▲0.5%6,0410.8%Computer and TechnologyMSFTMicrosoft$1,400,382$294,240 ▲26.6%3,3220.8%Computer and TechnologyUNPUnion Pacific$1,292,475$7,753 ▼-0.6%5,6680.7%TransportationDFAUDimensional US Core Equity Market ETF$1,286,527$9,353 ▲0.7%31,7740.7%ETFSPYSPDR S&P 500 ETF Trust$1,213,087$58,603 ▼-4.6%2,0700.7%FinanceVOVanguard Mid-Cap ETF$1,053,933$8,981 ▼-0.8%3,9900.6%ETFIVWiShares S&P 500 Growth ETF$654,999$6,092 ▼-0.9%6,4510.4%ETFMUBiShares National Muni Bond ETF$651,114$295,777 ▲83.2%6,1110.4%ETFCOSTCostco Wholesale$617,388$916 ▲0.1%6740.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$608,420$5,801 ▼-0.9%6,9220.3%ETFUSBU.S. Bancorp$488,296$57,396 ▼-10.5%10,2090.3%FinanceIWFiShares Russell 1000 Growth ETF$483,9040.0%1,2050.3%ETFWMTWalmart$458,6170.0%5,0760.3%Retail/WholesaleBSVVanguard Short-Term Bond ETF$447,905$11,435 ▲2.6%5,7970.2%ETFIVViShares Core S&P 500 ETF$344,460$39,451 ▲12.9%5850.2%ETFGOOGLAlphabet$255,0560.0%1,3470.1%Computer and TechnologyVMIValmont Industries$239,000$307 ▲0.1%7790.1%Industrial ProductsJNJJohnson & Johnson$236,467$723 ▲0.3%1,6350.1%MedicalSCHWCharles Schwab$227,808$227,808 ▲New Holding3,0780.1%FinanceAMZNAmazon.com$215,002$215,002 ▲New Holding9800.1%Retail/WholesalePGProcter & Gamble$200,0060.0%1,1930.1%Consumer StaplesKOCoca-Cola$0$218,845 ▼-100.0%00.0%Consumer StaplesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
