HMV Wealth Advisors, LLC
82 holdingsFiling period: 2026-03-31Current AUM: $237.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 215.7K | $23.8M | $27.0M | 11.40% | +13.6K | 2026-03-31 |
| 2 | AVDV | AMERICAN CENTY ETF TR | 160.3K | $16.0M | $16.8M | 7.07% | +7.3K | 2026-03-31 |
| 3 | ITOT | ISHARES TR | 97.8K | $13.9M | $16.0M | 6.75% | +9.6K | 2026-03-31 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 221.6K | $13.8M | $15.7M | 6.61% | -3,475 | 2026-03-31 |
| 5 | BSVO | EA SERIES TRUST | 536.9K | $13.6M | $15.7M | 6.63% | -830 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 41.0K | $13.2M | $15.1M | 6.37% | +2.1K | 2026-03-31 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 344.6K | $11.9M | $13.0M | 5.48% | +27.5K | 2026-03-31 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 195.0K | $11.6M | $11.4M | 4.80% | +9.7K | 2026-03-31 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 184.6K | $7.2M | $8.2M | 3.46% | +8.3K | 2026-03-31 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 131.3K | $6.9M | $7.5M | 3.17% | -3,788 | 2026-03-31 |
| 11 | DIHP | DIMENSIONAL ETF TRUST | 194.2K | $6.3M | $6.7M | 2.83% | +19.7K | 2026-03-31 |
| 12 | IDEV | ISHARES TR | 67.6K | $5.6M | $6.1M | 2.58% | +5.4K | 2026-03-31 |
| 13 | QUAL | ISHARES TR | 25.2K | $4.8M | $5.5M | 2.33% | -155 | 2026-03-31 |
| 14 | DUHP | DIMENSIONAL ETF TRUST | 127.2K | $4.7M | $5.2M | 2.21% | +26.4K | 2026-03-31 |
| 15 | DFUV | DIMENSIONAL ETF TRUST | 93.9K | $4.6M | $5.2M | 2.20% | +257 | 2026-03-31 |
| 16 | DISV | DIMENSIONAL ETF TRUST | 102.8K | $4.1M | $4.4M | 1.84% | +7.0K | 2026-03-31 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | 75.9K | $3.4M | $3.9M | 1.66% | +210 | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | 49.9K | $3.2M | $3.5M | 1.48% | +3.4K | 2026-03-31 |
| 19 | AVEM | AMERICAN CENTY ETF TR | 32.2K | $2.6M | $2.9M | 1.21% | +2.1K | 2026-03-31 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | 73.1K | $2.5M | $2.7M | 1.13% | -4,585 | 2026-03-31 |
| 21 | BSV | VANGUARD BD INDEX FDS | 28.1K | $2.2M | $2.2M | 0.92% | -3,800 | 2026-03-31 |
| 22 | IQLT | ISHARES TR | 43.1K | $2.0M | $2.2M | 0.91% | -- | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 6.2K | $1.8M | $2.2M | 0.91% | +84 | 2026-03-31 |
| 24 | DFSV | DIMENSIONAL ETF TRUST | 49.9K | $1.7M | $2.0M | 0.83% | +19.4K | 2026-03-31 |
| 25 | MPC | MARATHON PETE CORP | 5.8K | $1.4M | $1.8M | 0.78% | -15 | 2026-03-31 |
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