Hiley Hunt Wealth Management Top Holdings and 13F Report (2024) About Hiley Hunt Wealth ManagementInvestment ActivityHiley Hunt Wealth Management has $174.55 million in total holdings as of September 30, 2024.Hiley Hunt Wealth Management owns shares of 38 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Hiley Hunt Wealth Management has purchased 38 new stocks and bought additional shares in 17 stocks.Hiley Hunt Wealth Management sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $28,902,536Vanguard Growth ETF $23,866,525Dimensional Core Fixed Income ETF $21,574,298Vanguard Short-Term Corporate Bond ETF $12,760,192Vanguard FTSE Developed Markets ETF $11,867,152 Largest New Holdings this Quarter Coca-Cola $218,845 HoldingProcter & Gamble $206,628 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 20,365 shares (about $879.56K)DIMENSIONAL ETF TRUST 17,304 shares (about $878.53K)Vanguard Total Bond Market ETF 7,734 shares (about $580.91K)Dimensional International Core Equity 2 ETF 13,124 shares (about $369.31K)Vanguard Short-Term Corporate Bond ETF 4,468 shares (about $354.85K) Largest Sales this Quarter iShares National Muni Bond ETF 3,497 shares (about $379.88K)Microsoft 571 shares (about $245.69K)Vanguard Growth ETF 424 shares (about $162.79K)Berkshire Hathaway 323 shares (about $148.66K)Dimensional US Core Equity Market ETF 3,634 shares (about $144.23K) 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$28,902,536$256,793 ▲0.9%165,56416.6%ETFVUGVanguard Growth ETF$23,866,525$162,786 ▼-0.7%62,16413.7%ETFDFCFDimensional Core Fixed Income ETF$21,574,298$879,564 ▲4.3%499,52112.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,760,192$354,849 ▲2.9%160,6677.3%ETFVEAVanguard FTSE Developed Markets ETF$11,867,152$235,638 ▲2.0%224,7146.8%ETFDFICDimensional International Core Equity 2 ETF$10,047,118$369,310 ▲3.8%357,0405.8%ETFIJHiShares Core S&P Mid-Cap ETF$8,832,143$268,600 ▲3.1%141,7225.1%ETFIJRiShares Core S&P Small-Cap ETF$7,297,453$45,848 ▲0.6%62,3934.2%ETFVWOVanguard FTSE Emerging Markets ETF$7,042,487$168,289 ▲2.4%147,1784.0%ETFDIMENSIONAL ETF TRUST$6,139,792$878,527 ▲16.7%120,9333.5%ULTRASHORT FIXEDDFEMDimensional Emerging Markets Core Equity 2 ETF$5,552,959$193,926 ▲3.6%197,2633.2%ETFDFASDimensional U.S. Small Cap ETF$3,536,975$271,895 ▲8.3%54,5322.0%ETFBNDVanguard Total Bond Market ETF$3,442,549$580,906 ▲20.3%45,8332.0%ETFBRK.BBerkshire Hathaway$2,969,137$148,664 ▼-4.8%6,4511.7%FinanceEFAiShares MSCI EAFE ETF$2,613,341$9,534 ▼-0.4%31,2491.5%FinanceVBVanguard Small-Cap ETF$1,914,142$19,452 ▼-1.0%8,0691.1%ETFVOOGVanguard S&P 500 Growth ETF$1,709,199$21,063 ▼-1.2%4,9501.0%ETFDFNMDimensional National Municipal Bond ETF$1,556,721$315,994 ▲25.5%32,0710.9%ETFUNPUnion Pacific$1,405,372$30,562 ▼-2.1%5,7020.8%TransportationAAPLApple$1,400,597$42,407 ▼-2.9%6,0110.8%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$1,251,923$144,231 ▼-10.3%31,5430.7%ETFSPYSPDR S&P 500 ETF Trust$1,244,941$26,390 ▼-2.1%2,1700.7%FinanceMSFTMicrosoft$1,129,058$245,691 ▼-17.9%2,6240.6%Computer and TechnologyVOVanguard Mid-Cap ETF$1,061,595$11,608 ▼-1.1%4,0240.6%ETFIVWiShares S&P 500 Growth ETF$623,438$38,684 ▼-5.8%6,5110.4%ETFCOSTCostco Wholesale$596,588$126,764 ▼-17.5%6730.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$579,605$10,700 ▼-1.8%6,9880.3%ETFUSBU.S. Bancorp$521,7340.0%11,4090.3%FinanceIWFiShares Russell 1000 Growth ETF$452,3330.0%1,2050.3%ETFBSVVanguard Short-Term Bond ETF$444,537$1,653 ▲0.4%5,6490.3%ETFWMTWalmart$409,8870.0%5,0760.2%Retail/WholesaleMUBiShares National Muni Bond ETF$362,285$379,883 ▼-51.2%3,3350.2%ETFIVViShares Core S&P 500 ETF$298,942$1,154 ▲0.4%5180.2%ETFJNJJohnson & Johnson$264,081$486 ▲0.2%1,6300.2%MedicalVMIValmont Industries$225,523$580 ▲0.3%7780.1%Industrial ProductsGOOGLAlphabet$223,343$23,379 ▼-9.5%1,3470.1%Computer and TechnologyKOCoca-Cola$218,845$218,845 ▲New Holding3,0450.1%Consumer StaplesPGProcter & Gamble$206,628$206,628 ▲New Holding1,1930.1%Consumer StaplesSCHWCharles Schwab$0$231,833 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$224,170 ▼-100.0%00.0%Retail/WholesaleShowing 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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