HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
212,664 | -3,172 | $51,886 |
| VTI | 212,664 | -3,172 | $51,886 |
| VANGUARD TAX MANAGED FDS (VEA) |
361,787 | +455 | $17,239 |
| VEA | 361,787 | +455 | $17,239 |
| DIMENSIONAL ETF TRUST (DFSV) |
543,865 | +351 | $15,729 |
| DFSV | 543,865 | +351 | $15,729 |
| DIMENSIONAL ETF TRUST (DFAC) |
486,871 | -23,578 | $14,504 |
| DFAC | 486,871 | -23,578 | $14,504 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
174,129 | -1,698 | $10,291 |
| VGIT | 174,129 | -1,698 | $10,291 |
| DIMENSIONAL ETF TRUST (DFEM) |
303,896 | +7,817 | $7,342 |
| DFEM | 303,896 | +7,817 | $7,342 |
| DIMENSIONAL ETF TRUST (DFAX) |
269,117 | -12,888 | $6,475 |
| DFAX | 269,117 | -12,888 | $6,475 |
| DIMENSIONAL ETF TRUST (DISV) |
227,028 | +3,499 | $5,776 |
| DISV | 227,028 | +3,499 | $5,776 |
| ISHARES TR (ITOT) |
50,302 | +1,277 | $5,438 |
| ITOT | 50,302 | +1,277 | $5,438 |
| ISHARES TR (MUB) |
45,589 | UNCH | $4,931 |
| MUB | 45,589 | UNCH | $4,931 |
| SPDR S&P 500 ETF TR (SPY) |
7,020 | UNCH | $3,446 |
| SPY | 7,020 | UNCH | $3,446 |
| ISHARES TR (IEFA) |
23,950 | +462 | $1,682 |
| IEFA | 23,950 | +462 | $1,682 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
29,051 | +11,826 | $1,156 |
| VWO | 29,051 | +11,826 | $1,156 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
5,744 | UNCH | $910 |
| RSP | 5,744 | UNCH | $910 |
| SPDR INDEX SHS FDS (SPEM) |
20,709 | -1,377 | $710 |
| SPEM | 20,709 | -1,377 | $710 |
| JPMORGAN CHASE & CO |
3,764 | UNCH | $663 |
| JPM | 3,764 | UNCH | $663 |
| ISHARES INC (IEMG) |
10,443 | +247 | $508 |
| IEMG | 10,443 | +247 | $508 |
See Full List: All Stocks Held By Hassell Wealth Management LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hassell Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $148,997 At 09/30/2023: $137,469 Hassell Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hassell Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
