Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $273,651,365 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 237,131 | $74,081,964 | 27.07% | |
| 2. | Vanguard Tax-Managed Fds | 451,454 | $26,410,041 | 9.65% | |
| 3. | Vanguard Scottsdale Funds | 295,361 | $24,376,172 | 8.91% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 486,359 | $23,938,596 | 8.75% | |
| 5. | Dimensional Etf Trust | 729,857 | $22,749,646 | 8.31% |
