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Home > Institutional Investor > Htg Investment Advisors, Inc. > Profile

Instuitional Investor - Htg Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Htg Investment Advisors, Inc.
Portfolio Value $390,073,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 871,463 $38,658,088 9.91%
2.
American Centy Etf Tr - US EQT ETF
 296,736 $38,005,967 9.74%
3.
Dimensional Etf Trust
 DFAC 750,319 $27,956,881 7.17%
4.
American Centy Etf Tr - INTL EQT ETF
 306,872 $27,372,938 7.02%
5.
Dimensional Etf Trust
 DFAC 595,793 $21,949,002 5.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.