HTG Investment Advisors, Inc.: 13F holdings
CIK 19638752026Q2
| Positions | 88 |
|---|---|
| Reported value | $390.1m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 871,463 | $38.7m | 9.9% |
| AVUS AMERICAN CENTY ETF TR | 296,736 | $38.0m | 9.7% |
| DFIC DIMENSIONAL ETF TRUST | 750,319 | $28.0m | 7.2% |
| AVDE AMERICAN CENTY ETF TR | 306,872 | $27.4m | 7.0% |
| DFAX DIMENSIONAL ETF TRUST | 595,793 | $21.9m | 5.6% |
| HELO J P MORGAN EXCHANGE TRADED F | 267,027 | $18.0m | 4.6% |
| VTV VANGUARD INDEX FDS | 71,371 | $15.6m | 4.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 190,727 | $15.1m | 3.9% |
| CBRE CBRE GROUP INC | 110,795 | $14.9m | 3.8% |
| VUSB VANGUARD BD INDEX FDS | 270,624 | $13.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963875")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.