Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $137,425,903 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 215,836 | $44,540,056 | 32.41% | |
| 2. | Vanguard Tax-Managed Fds | 361,332 | $15,183,148 | 11.04% | |
| 3. | Dimensional Etf Trust | 510,449 | $12,899,055 | 9.38% | |
| 4. | Dimensional Etf Trust | 543,514 | $12,897,520 | 9.38% | |
| 5. | Vanguard Scottsdale Funds | 175,827 | $9,899,063 | 7.2% |
