HMV Wealth Advisors, LLC
90 holdingsFiling period: 2026-06-30Current AUM: $257.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | American Centy ETF TR | 197.2K | $24.6M | $24.3M | 9.45% | -18,526 | 2026-06-30 |
| 2 | BSVO | EA Series Trust | 646.7K | $18.9M | $18.7M | 7.27% | +109.8K | 2026-06-30 |
| 3 | AVDV | American Centy ETF TR | 172.2K | $17.7M | $18.1M | 7.02% | +11.9K | 2026-06-30 |
| 4 | DFAT | Dimensional ETF Trust | 221.6K | $15.5M | $15.5M | 6.02% | +55 | 2026-06-30 |
| 5 | ITOT | iShares TR | 92.8K | $15.2M | $15.3M | 5.94% | -4,937 | 2026-06-30 |
| 6 | DFEM | Dimensional ETF Trust | 367.6K | $14.9M | $13.4M | 5.20% | +23.0K | 2026-06-30 |
| 7 | VTI | Vanguard Index Fds | 38.5K | $14.3M | $14.3M | 5.55% | -2,505 | 2026-06-30 |
| 8 | VGIT | Vanguard Scottsdale Fds | 215.5K | $12.7M | $12.4M | 4.83% | +20.5K | 2026-06-30 |
| 9 | DIHP | Dimensional ETF Trust | 226.3K | $7.7M | $7.7M | 2.99% | +32.1K | 2026-06-30 |
| 10 | DFAC | Dimensional ETF Trust | 168.5K | $7.5M | $7.6M | 2.94% | -16,110 | 2026-06-30 |
| 11 | DFIV | Dimensional ETF Trust | 129.1K | $7.0M | $7.3M | 2.82% | -2,201 | 2026-06-30 |
| 12 | DUHP | Dimensional ETF Trust | 160.0K | $6.7M | $6.8M | 2.65% | +32.8K | 2026-06-30 |
| 13 | IDEV | iShares TR | 73.6K | $6.6M | $6.6M | 2.55% | +6.0K | 2026-06-30 |
| 14 | QUAL | iShares TR | 24.8K | $5.4M | $5.5M | 2.14% | -380 | 2026-06-30 |
| 15 | MIAX | Miami Intl Hldgs Inc | 138.0K | $5.1M | $4.6M | 1.80% | +127.3K | 2026-06-30 |
| 16 | DFUV | Dimensional ETF Trust | 92.5K | $5.1M | $5.3M | 2.04% | -1,430 | 2026-06-30 |
| 17 | DISV | Dimensional ETF Trust | 122.9K | $4.9M | $5.2M | 2.02% | +20.1K | 2026-06-30 |
| 18 | VEA | Vanguard Tax-Managed Fds | 57.3K | $4.1M | $4.0M | 1.54% | +7.4K | 2026-06-30 |
| 19 | DFAU | Dimensional ETF Trust | 77.6K | $4.0M | $4.1M | 1.57% | +1.7K | 2026-06-30 |
| 20 | DFUS | Dimensional ETF Trust | 45.9K | $3.8M | $3.8M | 1.47% | +40.6K | 2026-06-30 |
| 21 | AVEM | American Centy ETF TR | 29.1K | $2.8M | $2.5M | 0.97% | -3,055 | 2026-06-30 |
| 22 | LRCX | Lam Research Corp | 6.4K | $2.8M | $1.5M | 0.59% | +53 | 2026-06-30 |
| 23 | DFAX | Dimensional ETF Trust | 69.3K | $2.6M | $2.5M | 0.96% | -3,785 | 2026-06-30 |
| 24 | DFSV | Dimensional ETF Trust | 60.6K | $2.3M | $2.4M | 0.93% | +10.7K | 2026-06-30 |
| 25 | JPM | JPMorgan Chase & Co | 6.6K | $2.2M | $2.2M | 0.87% | +465 | 2026-06-30 |
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