HFM Investment Advisors, LLC
735 holdingsFiling period: 2026-06-30Current AUM: $282.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 2.58M | $114.6M | $116.3M | 41.18% | -38,508 | 2026-06-30 |
| 2 | DFAX | Dimensional ETF Trust | 1.53M | $56.5M | $55.4M | 19.62% | -30,318 | 2026-06-30 |
| 3 | DFCF | Dimensional ETF Trust | 806.7K | $34.1M | $32.9M | 11.64% | +18.2K | 2026-06-30 |
| 4 | DFNM | Dimensional ETF Trust | 428.7K | $20.7M | $20.1M | 7.13% | +70.5K | 2026-06-30 |
| 5 | DUHP | Dimensional ETF Trust | 479.1K | $20.0M | $20.4M | 7.21% | +8.7K | 2026-06-30 |
| 6 | DFGX | Dimensional ETF Trust | 193.4K | $10.4M | $10.0M | 3.53% | +3.4K | 2026-06-30 |
| 7 | DFGR | Dimensional ETF Trust | 199.1K | $5.8M | $5.5M | 1.95% | -6,405 | 2026-06-30 |
| 8 | DFGP | Dimensional ETF Trust | 94.8K | $5.2M | $5.0M | 1.76% | +1.3K | 2026-06-30 |
| 9 | AOA | iShares TR | 15.1K | $1.5M | $1.5M | 0.52% | -7,771 | 2026-06-30 |
| 10 | VT | Vanguard Intl Equity Index F | 9.4K | $1.5M | $1.5M | 0.52% | -2,228 | 2026-06-30 |
| 11 | JNJ | Johnson & Johnson | 5.3K | $1.4M | $1.4M | 0.50% | -225 | 2026-06-30 |
| 12 | CSCO | Cisco Sys Inc | 10.9K | $1.3M | $1.1M | 0.41% | +60 | 2026-06-30 |
| 13 | GE | GE Aerospace | 2.5K | $932K | $732K | 0.26% | +7 | 2026-06-30 |
| 14 | ROK | Rockwell Automation Inc | 1.6K | $800K | $685K | 0.24% | +5 | 2026-06-30 |
| 15 | GEV | GE Vernova Inc | 625 | $734K | $517K | 0.18% | +4 | 2026-06-30 |
| 16 | AOR | iShares TR | 8.2K | $568K | $559K | 0.20% | -3,097 | 2026-06-30 |
| 17 | MMM | 3M Co | 3.5K | $561K | $608K | 0.22% | +16 | 2026-06-30 |
| 18 | IBM | International Business Machs | 1.7K | $472K | $423K | 0.15% | +12 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 2.0K | $401K | $425K | 0.15% | +340 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 1.2K | $361K | $434K | 0.15% | +227 | 2026-06-30 |
| 21 | TSLA | Tesla Inc | 840 | $353K | $314K | 0.11% | +10 | 2026-06-30 |
| 22 | CEG | Constellation Energy Corp | 1.0K | $251K | $258K | 0.09% | -16 | 2026-06-30 |
| 23 | GOOG | Alphabet Inc | 612 | $216K | $196K | 0.07% | +43 | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 566 | $211K | $295K | 0.10% | +168 | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 860 | $204K | $214K | 0.08% | +148 | 2026-06-30 |
← Scroll →
Page 1 of 30