Hiley Hunt Wealth Management Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$197.9B
Holdings
43
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 170,286 | $30.3B | 15.33% | |
| 2 | VUGVANGUARD INDEX FDS | 60,902 | $26.7B | 13.50% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 580,061 | $24.4B | 12.31% | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 197,257 | $15.6B | 7.87% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 245,343 | $13.9B | 7.00% | |
| 6 | DFICDIMENSIONAL ETF TRUST | 424,859 | $13.1B | 6.62% | |
| 7 | IJHISHARES TR | 149,438 | $9.4B | 4.77% | |
| 8 | DUSBDIMENSIONAL ETF TRUST | 168,610 | $8.6B | 4.33% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 155,208 | $7.7B | 3.88% | |
| 10 | IJRISHARES TR | 66,618 | $7.4B | 3.74% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 235,591 | $7.0B | 3.52% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 66,210 | $4.3B | 2.17% | |
| 13 | BNDVANGUARD BD INDEX FDS | 49,160 | $3.6B | 1.81% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,338 | $3.0B | 1.53% | |
| 15 | EFAISHARES TR | 24,733 | $2.2B | 1.11% | |
| 16 | DFNMDIMENSIONAL ETF TRUST | 38,041 | $1.8B | 0.91% | |
| 17 | SPYSPDR S&P 500 ETF TR | 2,742 | $1.7B | 0.86% | |
| 18 | DFAUDIMENSIONAL ETF TRUST | 36,910 | $1.6B | 0.80% | |
| 19 | MSFTMICROSOFT CORP | 3,103 | $1.5B | 0.78% | |
| 20 | UNPUNION PAC CORP | 5,566 | $1.3B | 0.66% | |
| 21 | AAPLAPPLE INC | 5,928 | $1.2B | 0.63% | |
| 22 | VBVANGUARD INDEX FDS | 4,747 | $1.1B | 0.58% | |
| 23 | VOVANGUARD INDEX FDS | 3,936 | $1.1B | 0.56% | |
| 24 | VOOGVANGUARD ADMIRAL FDS INC | 2,776 | $1.1B | 0.56% | |
| 25 | APOCINNOVATOR ETFS TRUST | 28,633 | $732.3M | 0.37% | |
| 26 | IVWISHARES TR | 6,476 | $713.4M | 0.36% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 675 | $670.1M | 0.34% | |
| 28 | SPYGSPDR SERIES TRUST | 6,861 | $654.2M | 0.33% | |
| 29 | MUBISHARES TR | 6,165 | $643.0M | 0.32% | |
| 30 | UJANINNOVATOR ETFS TRUST | 12,824 | $519.4M | 0.26% | |
| 31 | IWFISHARES TR | 1,205 | $512.4M | 0.26% | |
| 32 | WMTWALMART INC | 5,076 | $504.3M | 0.25% | |
| 33 | BSVVANGUARD BD INDEX FDS | 6,162 | $481.9M | 0.24% | |
| 34 | USBUS BANCORP DEL | 9,009 | $430.4M | 0.22% | |
| 35 | IVVISHARES TR | 588 | $367.0M | 0.19% | |
| 36 | UMARINNOVATOR ETFS TRUST | 8,604 | $323.3M | 0.16% | |
| 37 | VMIVALMONT INDS INC | 783 | $264.5M | 0.13% | |
| 38 | ESMLISHARES TR | 6,145 | $258.2M | 0.13% | |
| 39 | JNJJOHNSON & JOHNSON | 1,646 | $255.5M | 0.13% | |
| 40 | VOOVANGUARD INDEX FDS | 425 | $242.3M | 0.12% | |
| 41 | AMZNAMAZON COM INC | 1,070 | $239.1M | 0.12% | |
| 42 | GOOGLALPHABET INC | 1,349 | $238.5M | 0.12% | |
| 43 | KOCOCA COLA CO | 3,118 | $221.4M | 0.11% |