Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $299,041,858 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 233,348 | $79,770,114 | 26.68% | |
| 2. | Vanguard Tax-Managed Fds | 452,390 | $29,468,661 | 9.85% | |
| 3. | Vanguard Scottsdale Funds | 316,696 | $26,532,792 | 8.87% | |
| 4. | Dimensional Etf Trust | 751,660 | $26,247,968 | 8.78% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 538,947 | $26,160,506 | 8.75% |
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