Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $288,257,401 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 239,487 | $78,592,546 | 27.26% | |
| 2. | Vanguard Tax-Managed Fds | 457,965 | $27,441,292 | 9.52% | |
| 3. | Vanguard Scottsdale Funds | 308,768 | $25,970,468 | 9.01% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 511,441 | $25,295,857 | 8.78% | |
| 5. | Dimensional Etf Trust | 746,535 | $23,769,671 | 8.25% |
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