Instuitional Investor - Hassell Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hassell Wealth Management, Llc |
| Portfolio Value | $298,029,468 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 238,546 | $76,527,830 | 25.68% | |
| 2. | Vanguard Tax-Managed Fds | 450,573 | $28,872,735 | 9.69% | |
| 3. | Dimensional Etf Trust | 762,655 | $26,723,422 | 8.97% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 544,764 | $26,175,909 | 8.78% | |
| 5. | Vanguard Scottsdale Funds | 303,730 | $25,133,695 | 8.43% |