HMV Wealth Advisors, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$99.9B
Holdings
78
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 162,038 | $5.6B | 5.61% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 99,377 | $5.5B | 5.54% | |
| 3 | AVUVAMERICAN CENTY ETF TR | 55,285 | $5.3B | 5.34% | |
| 4 | CTEFEA SERIES TRUST | 207,049 | $4.5B | 4.49% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 124,445 | $4.4B | 4.42% | |
| 6 | AAPLAPPLE INC | 15,551 | $3.9B | 3.90% | |
| 7 | NVDANVIDIA CORPORATION | 24,510 | $3.3B | 3.29% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 55,626 | $3.2B | 3.23% | |
| 9 | DFUVDIMENSIONAL ETF TRUST | 76,316 | $3.1B | 3.12% | |
| 10 | AMZNAMAZON COM INC | 13,728 | $3.0B | 3.01% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 70,342 | $2.8B | 2.85% | |
| 12 | VTIVANGUARD INDEX FDS | 9,526 | $2.8B | 2.76% | |
| 13 | ITOTISHARES TR | 19,950 | $2.6B | 2.57% | |
| 14 | DFEMDIMENSIONAL ETF TRUST | 78,655 | $2.1B | 2.06% | |
| 15 | BSVVANGUARD BD INDEX FDS | 26,640 | $2.1B | 2.06% | |
| 16 | BBUSJ P MORGAN EXCHANGE TRADED F | 18,551 | $2.0B | 1.97% | |
| 17 | DFAXDIMENSIONAL ETF TRUST | 78,663 | $2.0B | 1.96% | |
| 18 | MSFTMICROSOFT CORP | 4,599 | $1.9B | 1.94% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 68,126 | $1.9B | 1.90% | |
| 20 | METAMETA PLATFORMS INC | 3,168 | $1.9B | 1.86% | |
| 21 | JPMJPMORGAN CHASE & CO. | 6,385 | $1.5B | 1.53% | |
| 22 | AVDVAMERICAN CENTY ETF TR | 21,020 | $1.4B | 1.37% | |
| 23 | VVISA INC | 4,288 | $1.4B | 1.36% | |
| 24 | DFSVDIMENSIONAL ETF TRUST | 43,020 | $1.3B | 1.33% | |
| 25 | HDHOME DEPOT INC | 3,355 | $1.3B | 1.31% | |
| 26 | MAMASTERCARD INCORPORATED | 2,471 | $1.3B | 1.30% | |
| 27 | GOOGLALPHABET INC | 6,866 | $1.3B | 1.30% | |
| 28 | DISVDIMENSIONAL ETF TRUST | 47,830 | $1.3B | 1.27% | |
| 29 | LLYELI LILLY & CO | 1,604 | $1.2B | 1.24% | |
| 30 | UNHUNITEDHEALTH GROUP INC | 1,857 | $939.4M | 0.94% | |
| 31 | FISVFISERV INC | 4,228 | $868.5M | 0.87% | |
| 32 | AEPAMERICAN ELEC PWR CO INC | 9,325 | $860.0M | 0.86% | |
| 33 | SYKSTRYKER CORPORATION | 2,335 | $840.7M | 0.84% | |
| 34 | MPCMARATHON PETE CORP | 5,967 | $832.4M | 0.83% | |
| 35 | ACNACCENTURE PLC IRELAND | 2,323 | $817.2M | 0.82% | |
| 36 | LRCXLAM RESEARCH CORP | 11,282 | $814.9M | 0.82% | |
| 37 | DUHPDIMENSIONAL ETF TRUST | 22,700 | $767.0M | 0.77% | |
| 38 | ROPROPER TECHNOLOGIES INC | 1,434 | $745.5M | 0.75% | |
| 39 | IDEVISHARES TR | 11,425 | $736.6M | 0.74% | |
| 40 | CSCOCISCO SYS INC | 11,507 | $681.2M | 0.68% | |
| 41 | DIHPDIMENSIONAL ETF TRUST | 26,100 | $658.5M | 0.66% | |
| 42 | AVGOBROADCOM INC | 2,762 | $640.3M | 0.64% | |
| 43 | SCHWSCHWAB CHARLES CORP | 8,491 | $628.4M | 0.63% | |
| 44 | ABTABBOTT LABS | 5,372 | $607.6M | 0.61% | |
| 45 | TXNTEXAS INSTRS INC | 3,216 | $603.0M | 0.60% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,322 | $599.2M | 0.60% | |
| 47 | SCHVSCHWAB STRATEGIC TR | 22,712 | $592.1M | 0.59% | |
| 48 | TAT&T INC | 25,725 | $585.8M | 0.59% | |
| 49 | UNPUNION PAC CORP | 2,551 | $581.7M | 0.58% | |
| 50 | STPZPIMCO ETF TR | 10,655 | $557.2M | 0.56% | |
| 51 | LMTLOCKHEED MARTIN CORP | 1,084 | $526.8M | 0.53% | |
| 52 | STZCONSTELLATION BRANDS INC | 2,216 | $489.7M | 0.49% | |
| 53 | JGLOJ P MORGAN EXCHANGE TRADED F | 7,854 | $471.6M | 0.47% | |
| 54 | JNJJOHNSON & JOHNSON | 3,056 | $442.0M | 0.44% | |
| 55 | VTIPVANGUARD MALVERN FDS | 8,700 | $421.3M | 0.42% | |
| 56 | XLFSELECT SECTOR SPDR TR | 8,311 | $401.7M | 0.40% | |
| 57 | JAVAJ P MORGAN EXCHANGE TRADED F | 6,209 | $393.0M | 0.39% | |
| 58 | XLVSELECT SECTOR SPDR TR | 2,847 | $391.7M | 0.39% | |
| 59 | VGSHVANGUARD SCOTTSDALE FDS | 6,115 | $355.8M | 0.36% | |
| 60 | NFLXNETFLIX INC | 388 | $345.8M | 0.35% | |
| 61 | AWCAMERICAN WTR WKS CO INC NEW | 2,735 | $340.5M | 0.34% | |
| 62 | VYMVANGUARD WHITEHALL FDS | 2,650 | $338.1M | 0.34% | |
| 63 | JGROJ P MORGAN EXCHANGE TRADED F | 3,914 | $317.2M | 0.32% | |
| 64 | WMTWALMART INC | 3,505 | $316.7M | 0.32% | |
| 65 | PRUPRUDENTIAL FINL INC | 2,655 | $314.7M | 0.31% | |
| 66 | COWZPACER FDS TR | 5,543 | $313.1M | 0.31% | |
| 67 | NOCNORTHROP GRUMMAN CORP | 648 | $304.1M | 0.30% | |
| 68 | MTUMISHARES TR | 1,446 | $299.2M | 0.30% | |
| 69 | PTLCPACER FDS TR | 5,500 | $293.9M | 0.29% | |
| 70 | KOCOCA COLA CO | 4,674 | $291.0M | 0.29% | |
| 71 | TSLATESLA INC | 698 | $281.9M | 0.28% | |
| 72 | SCHDSCHWAB STRATEGIC TR | 9,427 | $257.5M | 0.26% | |
| 73 | USMVISHARES TR | 2,813 | $249.8M | 0.25% | |
| 74 | XLKSELECT SECTOR SPDR TR | 1,031 | $239.7M | 0.24% | |
| 75 | PLTRPALANTIR TECHNOLOGIES INC | 2,928 | $221.4M | 0.22% | |
| 76 | BACBANK AMERICA CORP | 4,947 | $217.4M | 0.22% | |
| 77 | GMGENERAL MTRS CO | 3,866 | $205.9M | 0.21% | |
| 78 | PGXINVESCO EXCH TRADED FD TR II | 10,095 | $116.4M | 0.12% |