Holdings of Hiley Hunt Wealth Management
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 86.1 % of the equity sleeve
Sector breakdown
- Funds 9.6 %
- Financials 1.9 %
- Technology 1.1 %
- Consumer staples 0.8 %
- Industrials 0.6 %
- Health care 0.2 %
- Communication 0.2 %
- Consumer discretionary 0.1 %
- Unattributed 85.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 40 | 202.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Value ETF | 178,130 | 34.9M $ | |
| 2 | Dimensional ETF Trust | 717,971 | 30.3M $ | |
| 3 | Vanguard Growth ETF | 55,697 | 24.3M $ | |
| 4 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 254,465 | 20.2M $ | |
| 5 | Dimensional International Core | 455,932 | 16.2M $ | |
| 6 | Vanguard FTSE Developed Markets ETF | 251,030 | 16.1M $ | |
| 7 | iShares Core S&P Mid-Cap ETF | 155,885 | 10.5M $ | |
| 8 | iShares Core S&P Small-Cap ETF | 67,181 | 8.4M $ | |
| 9 | Vanguard International Equity Index Funds | 148,765 | 8M $ | |
| 10 | Vanguard Total Bond Market ETF | 73,811 | 5.4M $ | |
| 11 | Dimensional U S Small Cap ETF | 74,847 | 5.3M $ | |
| 12 | Berkshire Hathaway Inc | 6,891 | 3.3M $ | |
| 13 | DFA Dimensional National Municipal Bond ETF | 51,718 | 2.5M $ | |
| 14 | iShares MSCI EAFE ETF | 21,687 | 2.1M $ | |
| 15 | Union Pacific Corp | 5,419 | 1.3M $ | |
| 16 | Vanguard Small-Cap ETF | 4,691 | 1.2M $ | |
| 17 | Apple Inc | 4,732 | 1.2M $ | |
| 18 | Vanguard Mid-Cap ETF | 3,977 | 1.1M $ | |
| 19 | Vanguard S&P 500 Growth ETF | 2,665 | 1.1M $ | |
| 20 | Microsoft Corp | 2,648 | 980.4K $ | |
| 21 | Costco Wholesale Corp | 673 | 670.7K $ | |
| 22 | State Street SPDR S&P 500 ETF Trust | 971 | 631.5K $ | |
| 23 | Walmart Inc | 5,078 | 631.1K $ | |
| 24 | SPDR Series Trust | 5,627 | 550.9K $ | |
| 25 | iShares Russell 1000 Growth ETF | 1,183 | 504.4K $ | |
| 26 | Vanguard Short-term Bond Etf | 6,352 | 498.1K $ | |
| 27 | iShares Trust | 4,209 | 476.1K $ | |
| 28 | Johnson & Johnson | 1,861 | 454.9K $ | |
| 29 | US Bancorp | 8,562 | 445.3K $ | |
| 30 | iShares National Muni Bond ETF | 3,666 | 389.2K $ | |
| 31 | Alphabet Inc | 1,351 | 388.4K $ | |
| 32 | iShares Core S&P 500 ETF | 509 | 332.5K $ | |
| 33 | Valmont Industries Inc | 787 | 314.4K $ | |
| 34 | iShares ESG Aware MSCI USA Small-Cap ETF | 6,326 | 297.5K $ | |
| 35 | Coca-Cola Co/The | 3,157 | 240.1K $ | |
| 36 | iShares MSCI Emerging Markets ETF | 4,043 | 229.6K $ | |
| 37 | Amazon.com Inc | 1,093 | 227.6K $ | |
| 38 | Enterprise Products Partners LP | 5,842 | 221.1K $ | |
| 39 | Vanguard S&P 500 ETF | 362 | 216.1K $ | |
| 40 | J P Morgan Exchange Traded Fund Trust | 3,771 | 213.7K $ | |