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Hiley Hunt Wealth Management

Portfolio Manager
Hiley Hunt Wealth Management
Performance
-0.45% (2026 Q1)
AUM (13F)
$226.73M
# of Holdings
47
Performance Rank
Allocation (Top 20)
94%

Hiley Hunt Wealth Management Holdings Map

Top 47 Hiley Hunt Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
15.41%178.1K$34.9M
+2.00%(+3.50K)
2025-Q1: 169.0K shares2025-Q2: 170.3K shares2025-Q3: 172.4K shares2025-Q4: 174.6K shares2026-Q1: 178.1K shares
$146.99(+40.50%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
13.37%718.0K$30.3M
+4.39%(+30.22K)
2025-Q1: 576.0K shares2025-Q2: 580.1K shares2025-Q3: 618.2K shares2025-Q4: 687.8K shares2026-Q1: 718.0K shares
$41.76(+1.17%)
2026-03-31
VUG
VANGUARD INDEX FDS
10.73%55.7K$24.3M
+1.64%(+901)
2025-Q1: 60.3K shares2025-Q2: 60.9K shares2025-Q3: 58.7K shares2025-Q4: 54.8K shares2026-Q1: 55.7K shares
$49.28(+71.09%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
8.9%254.5K$20.2M
+4.62%(+11.24K)
2025-Q1: 194.7K shares2025-Q2: 197.3K shares2025-Q3: 214.1K shares2025-Q4: 243.2K shares2026-Q1: 254.5K shares
$77.57(+1.79%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
7.14%455.9K$16.2M
+1.58%(+7.08K)
2025-Q1: 415.5K shares2025-Q2: 424.9K shares2025-Q3: 443.0K shares2025-Q4: 448.8K shares2026-Q1: 455.9K shares
$25.85(+44.17%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
7.09%251.0K$16.1M
+0.91%(+2.27K)
2025-Q1: 243.0K shares2025-Q2: 245.3K shares2025-Q3: 250.1K shares2025-Q4: 248.8K shares2026-Q1: 251.0K shares
$46.86(+47.22%)
2026-03-31
DUSB
DIMENSIONAL ETF TRUST
5.18%231.7K$11.7M
+4.67%(+10.34K)
2025-Q1: 166.1K shares2025-Q2: 168.6K shares2025-Q3: 180.0K shares2025-Q4: 221.3K shares2026-Q1: 231.7K shares
$50.67(+0.25%)
2026-03-31
IJH
ISHARES TR
4.64%155.9K$10.5M
+2.57%(+3.90K)
2025-Q1: 145.0K shares2025-Q2: 149.4K shares2025-Q3: 154.8K shares2025-Q4: 152.0K shares2026-Q1: 155.9K shares
$54.19(+35.21%)
2026-03-31
IJR
ISHARES TR
3.68%67.2K$8.4M
+1.41%(+932)
2025-Q1: 64.3K shares2025-Q2: 66.6K shares2025-Q3: 68.9K shares2025-Q4: 66.2K shares2026-Q1: 67.2K shares
$103.01(+34.08%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
3.61%236.9K$8.2M
+2.83%(+6.52K)
2025-Q1: 229.4K shares2025-Q2: 235.6K shares2025-Q3: 237.9K shares2025-Q4: 230.4K shares2026-Q1: 236.9K shares
$25.22(+57.19%)
2026-03-31

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