HMV Wealth Advisors, LLC
90 holdingsFiling period: 2026-06-30Current AUM: $260.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 197.2K | $24.6M | $24.4M | 9.37% | -18,526 | 2026-06-30 |
| 2 | BSVO | EA SERIES TRUST | 646.7K | $18.9M | $18.9M | 7.25% | +109.8K | 2026-06-30 |
| 3 | AVDV | AMERICAN CENTY ETF TR | 172.2K | $17.7M | $19.0M | 7.29% | +11.9K | 2026-06-30 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 221.6K | $15.5M | $15.5M | 5.95% | +55 | 2026-06-30 |
| 5 | ITOT | ISHARES TR | 92.8K | $15.2M | $15.3M | 5.88% | -4,937 | 2026-06-30 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 367.6K | $14.9M | $14.5M | 5.55% | +23.0K | 2026-06-30 |
| 7 | VTI | VANGUARD INDEX FDS | 38.5K | $14.3M | $14.4M | 5.50% | -2,505 | 2026-06-30 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 215.5K | $12.7M | $12.3M | 4.73% | +20.5K | 2026-06-30 |
| 9 | DIHP | DIMENSIONAL ETF TRUST | 226.3K | $7.7M | $7.8M | 2.98% | +32.1K | 2026-06-30 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 168.5K | $7.5M | $7.5M | 2.89% | -16,110 | 2026-06-30 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | 129.1K | $7.0M | $7.5M | 2.88% | -2,201 | 2026-06-30 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | 160.0K | $6.7M | $6.6M | 2.54% | +32.8K | 2026-06-30 |
| 13 | IDEV | ISHARES TR | 73.6K | $6.6M | $6.7M | 2.56% | +6.0K | 2026-06-30 |
| 14 | QUAL | ISHARES TR | 24.8K | $5.4M | $5.4M | 2.08% | -380 | 2026-06-30 |
| 15 | MIAX | MIAMI INTL HLDGS INC | 138.0K | $5.1M | $5.5M | 2.09% | +127.3K | 2026-06-30 |
| 16 | DFUV | DIMENSIONAL ETF TRUST | 92.5K | $5.1M | $5.2M | 2.01% | -1,430 | 2026-06-30 |
| 17 | DISV | DIMENSIONAL ETF TRUST | 122.9K | $4.9M | $5.4M | 2.07% | +20.1K | 2026-06-30 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | 57.3K | $4.1M | $4.1M | 1.57% | +7.4K | 2026-06-30 |
| 19 | DFAU | DIMENSIONAL ETF TRUST | 77.6K | $4.0M | $4.1M | 1.55% | +1.7K | 2026-06-30 |
| 20 | DFUS | DIMENSIONAL ETF TRUST | 45.9K | $3.8M | $3.8M | 1.45% | +40.6K | 2026-06-30 |
| 21 | AVEM | AMERICAN CENTY ETF TR | 29.1K | $2.8M | $2.7M | 1.03% | -3,055 | 2026-06-30 |
| 22 | LRCX | LAM RESEARCH CORP | 6.4K | $2.8M | $1.7M | 0.66% | +53 | 2026-06-30 |
| 23 | DFAX | DIMENSIONAL ETF TRUST | 69.3K | $2.6M | $2.6M | 0.99% | -3,785 | 2026-06-30 |
| 24 | DFSV | DIMENSIONAL ETF TRUST | 60.6K | $2.3M | $2.4M | 0.92% | +10.7K | 2026-06-30 |
| 25 | JPM | JPMORGAN CHASE & CO | 6.6K | $2.2M | $2.3M | 0.90% | +465 | 2026-06-30 |
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