Portfolio von HFM Investment Advisors, LLC

Name: Portfolio von HFM Investment Advisors, LLC
Creator: Titelia

1120 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 95.1 % des Aktienteils

Aufteilung nach Branche

Industrie 1,5 %
Technologie 1,2 %
Gesundheit 1,0 %
Energie 0,4 %
Zyklischer Konsum 0,3 %
Versorger 0,3 %
Kommunikation 0,3 %
Basiskonsum 0,2 %
Finanzen 0,2 %
Nicht zugeordnet 94,5 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

US 100,0 %

Anteile berechnet auf den Aktienteil.

Rang	Land	Positionen	Wert	Anteil
1	US	1.120	186,1 Mio. $	100,00 %

Positionen

Rang	Gesellschaft	Stücke	Wert
1	Dimensional ETF Trust	2.620.847	101,8 Mio. $
2	Dimensional ETF Trust	788.499	33,3 Mio. $
3	Dimensional ETF Trust	470.386	17,3 Mio. $
4	DFA Dimensional National Municipal Bond ETF	358.188	17,2 Mio. $
5	iShares Core 80/20 Aggressive	22.899	2 Mio. $
6	Vanguard Total World Stock ETF	11.632	1,6 Mio. $
7	Johnson & Johnson	5.556	1,4 Mio. $
8	Cisco Systems, Inc.	10.879	844.102 $
9	Exxon Mobil Corp	4.395	745.672 $
10	iShares Core 60/40 Balanced Al	11.278	725.798 $
11	General Electric Co	2.488	706.020 $
12	Rockwell Automation Inc	1.611	578.156 $
13	GE Vernova Inc	621	542.071 $
14	3M Co	3.452	501.334 $
15	International Business Machines Corp.	1.670	404.930 $
16	Tesla Inc	830	308.553 $
17	NVIDIA Corp	1.668	290.899 $
18	Constellation Energy Corp.	1.027	286.790 $
19	Apple Inc	1.022	259.373 $
20	SPDR Series Trust	2.251	172.298 $
21	Bristol-Myers Squibb Co	2.737	166.051 $
22	Alphabet Inc	569	163.223 $
23	Procter & Gamble Co/The	1.120	161.773 $
24	Exelon Corp	3.124	153.138 $
25	Amazon.com Inc	712	148.288 $
26	Microsoft Corp	398	147.538 $
27	Northrop Grumman Corp	203	138.700 $
28	SPDR Series Trust	4.436	133.391 $
29	Vanguard FTSE Developed Markets ETF	1.902	121.885 $
30	Seneca Foods Corp	800	120.896 $
31	Seneca Foods Corp	800	119.304 $
32	Eli Lilly & Co	124	114.713 $
33	JPMorgan Ultra-Short Income ETF	2.203	111.474 $
34	Alphabet Inc	357	102.659 $
35	Broadcom Inc	256	79.235 $
36	Elevance Health Inc	244	71.593 $
37	Walmart Inc	551	68.478 $
38	Meta Platforms Inc	115	65.795 $
39	Sonida Senior Living Inc	1.991	64.210 $
40	Advanced Micro Devices Inc	306	62.250 $
41	GE HealthCare Technologies Inc	838	59.649 $
42	Solventum Corp	858	56.027 $
43	JPMorgan Chase & Co	190	55.890 $
44	Consolidated Edison Inc	489	55.428 $
45	Mastercard Inc	108	53.963 $
46	Miami International Holdings Inc	1.301	50.635 $
47	Verizon Communications Inc	1.000	50.200 $
48	Intel Corp	1.134	50.043 $
49	Republic Services Inc	222	48.701 $
50	iShares National Muni Bond ETF	436	46.252 $
51	McDonald's Corp.	131	40.713 $
52	Vanguard Charlotte Funds	819	39.347 $
53	Vanguard Total Stock Market ETF	118	37.721 $
54	Vanguard International Equity Index Funds	678	36.668 $
55	FS Specialty Lending Fund	2.927	36.617 $
56	AT&T Inc	1.227	35.571 $
57	Vanguard Malvern Funds	678	33.878 $
58	Janus Detroit Street Trust	659	33.194 $
59	Pfizer Inc	1.146	32.190 $
60	NextEra Energy Inc	346	32.136 $
61	Bank of America Corp	622	30.323 $
62	Boeing Co/The	152	30.253 $
63	Berkshire Hathaway Inc	63	30.190 $
64	Costco Wholesale Corp	29	28.896 $
65	Parker-Hannifin Corp	32	28.648 $
66	iShares Russell 2000 ETF	115	28.520 $
67	iShares Core U.S. Aggregate Bond ETF	274	27.202 $
68	Yum! Brands Inc	173	26.964 $
69	Quanta Services Inc	49	26.902 $
70	Thermo Fisher Scientific Inc	53	26.051 $
71	Eversource Energy	376	26.049 $
72	CoStar Group Inc	637	25.697 $
73	YieldMax NVDA Option Income Strategy ETF	1.840	23.883 $
74	T-Mobile US Inc	112	23.523 $
75	iShares Core 30/70 Conservativ	580	23.166 $
76	Home Depot Inc/The	69	22.693 $
77	Coca-Cola Co/The	295	22.464 $
78	Vanguard Index Funds	122	22.445 $
79	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	178	22.355 $
80	Crowdstrike Holdings Inc	51	19.911 $
81	HCA Healthcare Inc	42	19.876 $
82	Target Corp	157	19.075 $
83	Colgate-Palmolive Co	221	18.860 $
84	Goldman Sachs Access Treasury 0-1 Year ETF	182	18.185 $
85	Capital One Financial Corp	99	18.061 $
86	Vanguard Scottsdale Funds	304	17.796 $
87	SPDR Series Trust	296	17.523 $
88	Jpmorgan Core Plus Bond Etf	362	17.065 $
89	Intuitive Surgical Inc	37	17.057 $
90	Chevron Corp	82	16.966 $
91	iShares Trust	334	15.468 $
92	United Parcel Service Inc	157	15.446 $
93	Cintas Corp	89	15.053 $
94	Cheniere Energy Inc	53	15.039 $
95	SPDR Series Trust	306	14.806 $
96	Targa Resources Corp	58	14.542 $
97	Visa Inc	47	14.205 $
98	Goldman Sachs Group Inc/The	16	13.536 $
99	Dimensional International Core	377	13.409 $
100	Philip Morris International Inc.	78	12.897 $