Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $248,095,651 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 221,927 | $66,500,345 | 26.8% | |
| 2. | Vanguard Tax-Managed Fds | 435,540 | $21,724,728 | 8.75% | |
| 3. | Vanguard Scottsdale Funds | 258,105 | $20,860,023 | 8.4% | |
| 4. | Vanguard Charlotte Fds | 423,497 | $20,747,120 | 8.36% | |
| 5. | Dimensional Etf Trust | 638,624 | $20,321,010 | 8.19% |
