Hiley Hunt Wealth Management
47 holdingsFiling period: 2026-03-31Current AUM: $244.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 178.1K | $34.9M | $39.2M | 16.03% | +3.5K | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 718.0K | $30.3M | $29.8M | 12.19% | +30.2K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 55.7K | $24.3M | $28.5M | 11.65% | +901 | 2026-03-31 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 254.5K | $20.2M | $20.0M | 8.18% | +11.2K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 455.9K | $16.2M | $17.4M | 7.10% | +7.1K | 2026-03-31 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 251.0K | $16.1M | $17.7M | 7.25% | +2.3K | 2026-03-31 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 231.7K | $11.7M | $11.8M | 4.81% | +10.3K | 2026-03-31 |
| 8 | IJH | ISHARES TR | 155.9K | $10.5M | $11.7M | 4.80% | +3.9K | 2026-03-31 |
| 9 | IJR | ISHARES TR | 67.2K | $8.4M | $9.8M | 4.00% | +932 | 2026-03-31 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 236.9K | $8.2M | $8.9M | 3.65% | +6.5K | 2026-03-31 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | 148.8K | $8.0M | $8.7M | 3.58% | +2.4K | 2026-03-31 |
| 12 | BND | VANGUARD BD INDEX FDS | 73.8K | $5.4M | $5.3M | 2.18% | +431 | 2026-03-31 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | 74.8K | $5.3M | $6.1M | 2.48% | +3.0K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.9K | $3.3M | $3.3M | 1.35% | -48 | 2026-03-31 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | 51.7K | $2.5M | $2.5M | 1.01% | +2.6K | 2026-03-31 |
| 16 | EFA | ISHARES TR | 21.7K | $2.1M | $2.3M | 0.94% | -357 | 2026-03-31 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | 41.1K | $1.9M | $2.1M | 0.87% | +1.6K | 2026-03-31 |
| 18 | UNP | UNION PAC CORP | 5.4K | $1.3M | $1.6M | 0.65% | -28 | 2026-03-31 |
| 19 | VB | VANGUARD INDEX FDS | 4.7K | $1.2M | $1.4M | 0.57% | -29 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 4.7K | $1.2M | $1.5M | 0.60% | -395 | 2026-03-31 |
| 21 | VO | VANGUARD INDEX FDS | 4.0K | $1.1M | $1.3M | 0.53% | +15 | 2026-03-31 |
| 22 | VOOG | VANGUARD ADMIRAL FDS INC | 2.7K | $1.1M | $1.3M | 0.53% | +2 | 2026-03-31 |
| 23 | UJAN | INNOVATOR ETFS TRUST | 24.4K | $1.0M | $1.1M | 0.45% | +11.6K | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.6K | $980K | $1.2M | 0.50% | -15 | 2026-03-31 |
| 25 | COST | COSTCO WHSL CORP NEW | 673 | $670K | $640K | 0.26% | +1 | 2026-03-31 |
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