Titelia

Holdings of Hassell Wealth Management, LLC

24 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 91.1 % of the equity sleeve

Sector breakdown

  • Funds 0.8 %
  • Financials 0.5 %
  • Technology 0.2 %
  • Energy 0.1 %
  • Unattributed 98.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US24249.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 238,54676.5M $
2Vanguard FTSE Developed Markets ETF 450,57328.9M $
3Vanguard Charlotte Funds 544,76426.2M $
4Vanguard Intermediate-Term Corporate Bond ETF 303,73025.1M $
5Vanguard Scottsdale Funds 305,90018.2M $
6VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 226,10117.9M $
7Dimensional ETF Trust 333,50613M $
8Dimensional International Smal 272,19710.7M $
9iShares Core S&P Total U.S. Stock Market ETF 42,1506M $
10iShares National Muni Bond ETF 45,6614.8M $
11Vanguard Tax-Exempt Bond Index ETF 80,8664M $
12State Street SPDR S&P 500 ETF Trust 5,4313.5M $
13Vanguard Scottsdale Funds 43,9612.6M $
14iShares Core MSCI EAFE ETF 22,7172.1M $
15Vanguard S&P 500 ETF 2,8041.7M $
16Vanguard International Equity Index Funds 28,6131.5M $
17Vanguard Intermediate-Term Tax-Exempt Bond ETF 13,9961.4M $
18JPMorgan Chase & Co 4,3051.3M $
19State Street SPDR Portfolio Emerging Markets ETF 23,6621.1M $
20Invesco S&P 500 Equal Weight ETF 5,7591.1M $
21iShares Core MSCI Emerging Markets ETF 9,620671K $
22Apple Inc 2,084529K $
23iShares Core S&P 500 ETF 652425.8K $
24Exxon Mobil Corp 1,974334.9K $