HMV Wealth Advisors, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$126.1B
Holdings
80
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFATDIMENSIONAL ETF TRUST | 165,197 | $8.5B | 6.75% | |
| 2 | CTEFEA SERIES TRUST | 416,602 | $8.1B | 6.42% | |
| 3 | AVUVAMERICAN CENTY ETF TR | 72,645 | $6.3B | 5.02% | |
| 4 | VTIVANGUARD INDEX FDS | 22,371 | $6.1B | 4.88% | |
| 5 | DFACDIMENSIONAL ETF TRUST | 162,717 | $5.4B | 4.26% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 129,118 | $5.1B | 4.03% | |
| 7 | AVDVAMERICAN CENTY ETF TR | 72,460 | $5.1B | 4.01% | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 178,941 | $4.7B | 3.76% | |
| 9 | ITOTISHARES TR | 36,436 | $4.4B | 3.53% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 70,763 | $4.2B | 3.33% | |
| 11 | AAPLAPPLE INC | 15,551 | $3.5B | 2.74% | |
| 12 | DUHPDIMENSIONAL ETF TRUST | 100,515 | $3.3B | 2.64% | |
| 13 | DFUVDIMENSIONAL ETF TRUST | 73,840 | $3.0B | 2.41% | |
| 14 | IDEVISHARES TR | 43,395 | $3.0B | 2.37% | |
| 15 | DFAUDIMENSIONAL ETF TRUST | 75,612 | $2.9B | 2.31% | |
| 16 | DIHPDIMENSIONAL ETF TRUST | 101,400 | $2.7B | 2.17% | |
| 17 | AMZNAMAZON COM INC | 13,728 | $2.6B | 2.07% | |
| 18 | DISVDIMENSIONAL ETF TRUST | 84,598 | $2.5B | 1.95% | |
| 19 | DFAXDIMENSIONAL ETF TRUST | 78,663 | $2.1B | 1.64% | |
| 20 | BSVVANGUARD BD INDEX FDS | 25,662 | $2.0B | 1.59% | |
| 21 | BBUSJ P MORGAN EXCHANGE TRADED F | 18,551 | $1.9B | 1.48% | |
| 22 | METAMETA PLATFORMS INC | 3,168 | $1.8B | 1.45% | |
| 23 | NVDANVIDIA CORPORATION | 15,895 | $1.7B | 1.37% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 68,126 | $1.7B | 1.35% | |
| 25 | JPMJPMORGAN CHASE & CO. | 6,385 | $1.6B | 1.24% | |
| 26 | VVISA INC | 4,288 | $1.5B | 1.19% | |
| 27 | MSFTMICROSOFT CORP | 3,965 | $1.5B | 1.18% | |
| 28 | LLYELI LILLY & CO | 1,604 | $1.3B | 1.05% | |
| 29 | MAMASTERCARD INCORPORATED | 2,416 | $1.3B | 1.05% | |
| 30 | HDHOME DEPOT INC | 3,355 | $1.2B | 0.98% | |
| 31 | DFSVDIMENSIONAL ETF TRUST | 42,805 | $1.2B | 0.96% | |
| 32 | GOOGLALPHABET INC | 6,737 | $1.0B | 0.83% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 1,827 | $956.9M | 0.76% | |
| 34 | FISVFISERV INC | 4,228 | $933.7M | 0.74% | |
| 35 | MPCMARATHON PETE CORP | 5,967 | $869.3M | 0.69% | |
| 36 | SYKSTRYKER CORPORATION | 2,335 | $869.2M | 0.69% | |
| 37 | ROPROPER TECHNOLOGIES INC | 1,434 | $845.5M | 0.67% | |
| 38 | LRCXLAM RESEARCH CORP | 11,282 | $820.2M | 0.65% | |
| 39 | TAT&T INC | 25,725 | $727.5M | 0.58% | |
| 40 | ACNACCENTURE PLC IRELAND | 2,293 | $715.5M | 0.57% | |
| 41 | ABTABBOTT LABS | 5,372 | $712.6M | 0.57% | |
| 42 | CSCOCISCO SYS INC | 11,507 | $710.1M | 0.56% | |
| 43 | SCHWSCHWAB CHARLES CORP | 8,491 | $664.7M | 0.53% | |
| 44 | AVEMAMERICAN CENTY ETF TR | 10,855 | $653.1M | 0.52% | |
| 45 | AEPAMERICAN ELEC PWR CO INC | 5,820 | $636.0M | 0.50% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,183 | $630.0M | 0.50% | |
| 47 | SCHVSCHWAB STRATEGIC TR | 22,712 | $603.7M | 0.48% | |
| 48 | UNPUNION PAC CORP | 2,551 | $602.6M | 0.48% | |
| 49 | TXNTEXAS INSTRS INC | 3,216 | $577.9M | 0.46% | |
| 50 | STPZPIMCO ETF TR | 10,655 | $575.6M | 0.46% | |
| 51 | VTIPVANGUARD MALVERN FDS | 9,960 | $497.0M | 0.39% | |
| 52 | LMTLOCKHEED MARTIN CORP | 1,084 | $484.2M | 0.38% | |
| 53 | AVGOBROADCOM INC | 2,762 | $462.4M | 0.37% | |
| 54 | XLFSELECT SECTOR SPDR TR | 8,311 | $414.0M | 0.33% | |
| 55 | AVLVAMERICAN CENTY ETF TR | 6,330 | $412.8M | 0.33% | |
| 56 | AWCAMERICAN WTR WKS CO INC NEW | 2,735 | $403.5M | 0.32% | |
| 57 | XLVSELECT SECTOR SPDR TR | 2,756 | $402.4M | 0.32% | |
| 58 | JAVAJ P MORGAN EXCHANGE TRADED F | 6,209 | $394.5M | 0.31% | |
| 59 | DFUSDIMENSIONAL ETF TRUST | 6,295 | $380.7M | 0.30% | |
| 60 | NFLXNETFLIX INC | 388 | $361.8M | 0.29% | |
| 61 | PLTRPALANTIR TECHNOLOGIES INC | 4,118 | $347.6M | 0.28% | |
| 62 | VYMVANGUARD WHITEHALL FDS | 2,650 | $341.7M | 0.27% | |
| 63 | KOCOCA COLA CO | 4,674 | $334.8M | 0.27% | |
| 64 | NOCNORTHROP GRUMMAN CORP | 648 | $331.8M | 0.26% | |
| 65 | DFICDIMENSIONAL ETF TRUST | 11,495 | $319.2M | 0.25% | |
| 66 | WMTWALMART INC | 3,505 | $307.7M | 0.24% | |
| 67 | PRUPRUDENTIAL FINL INC | 2,655 | $296.5M | 0.24% | |
| 68 | COWZPACER FDS TR | 5,373 | $294.2M | 0.23% | |
| 69 | JGROJ P MORGAN EXCHANGE TRADED F | 3,914 | $288.8M | 0.23% | |
| 70 | PTLCPACER FDS TR | 5,500 | $283.0M | 0.22% | |
| 71 | DFSDDIMENSIONAL ETF TRUST | 5,820 | $276.6M | 0.22% | |
| 72 | MTUMISHARES TR | 1,268 | $256.3M | 0.20% | |
| 73 | USMVISHARES TR | 2,730 | $255.7M | 0.20% | |
| 74 | SCHDSCHWAB STRATEGIC TR | 8,677 | $242.6M | 0.19% | |
| 75 | STZCONSTELLATION BRANDS INC | 1,204 | $221.0M | 0.18% | |
| 76 | XOMEXXON MOBIL CORP | 1,805 | $214.7M | 0.17% | |
| 77 | XLKSELECT SECTOR SPDR TR | 1,031 | $212.9M | 0.17% | |
| 78 | JNJJOHNSON & JOHNSON | 1,249 | $207.1M | 0.16% | |
| 79 | BACBANK AMERICA CORP | 4,947 | $206.4M | 0.16% | |
| 80 | PGXINVESCO EXCH TRADED FD TR II | 10,095 | $113.3M | 0.09% |