Hassell Wealth Management, LLC: 13F holdings
CIK 19652702026Q2
| Positions | 29 |
|---|---|
| Reported value | $326.0m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 243,871 | $89.8m | 27.5% |
| VEA VANGUARD TAX-MANAGED FDS | 456,440 | $32.1m | 9.8% |
| DIMENSIONAL ETF TRUST | 770,951 | $29.4m | 9.0% |
| BNDX VANGUARD CHARLOTTE FDS | 531,498 | $25.4m | 7.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 272,231 | $22.3m | 6.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 313,156 | $18.3m | 5.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 227,681 | $17.9m | 5.5% |
| DFEM DIMENSIONAL ETF TRUST | 402,620 | $15.9m | 4.9% |
| DIMENSIONAL ETF TRUST | 331,630 | $14.6m | 4.5% |
| DISV DIMENSIONAL ETF TRUST | 276,356 | $11.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965270")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.