The Analysis of Hassell Wealth Management, LLC's Holdings


Currently, Hassell Wealth Management, LLC holds 26 types of securities in its portfolio with a total value $299.0M. In the most recent quarter, they have increased their positions in BNDX (+27.5K shares, valued at $1.3M), VCIT (+7.9K shares, valued at $664.2K), VCSH (+6.9K shares, valued at $546.7K); decreased their positions in VTI (-6.1K shares, valued at $2.1M), DFAC (-17.0K shares, valued at $692.1K), DISV (-13.3K shares, valued at $524.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS233.3K shares-2.56%2025-12-312026-01-26history
VEA VANGUARD TAX-MANAGED FDS452.4K shares-1.22%2025-12-312026-01-26history
VCIT VANGUARD SCOTTSDALE FDS316.7K shares2.57%2025-12-312026-01-26history
DFSV DIMENSIONAL ETF TRUST751.7K shares0.69%2025-12-312026-01-26history
BNDX VANGUARD CHARLOTTE FDS538.9K shares5.38%2025-12-312026-01-26history
VCSH VANGUARD SCOTTSDALE FDS220.6K shares3.21%2025-12-312026-01-26history
VGIT VANGUARD SCOTTSDALE FDS293.3K shares3.20%2025-12-312026-01-26history
DFEM DIMENSIONAL ETF TRUST401.3K shares-2.54%2025-12-312026-01-26history
Sponsored
DFAC DIMENSIONAL ETF TRUST333.8K shares-4.85%2025-12-312026-01-26history
DISV DIMENSIONAL ETF TRUST275.8K shares-4.58%2025-12-312026-01-26history
DFAX DIMENSIONAL ETF TRUST202.9K shares-5.05%2025-12-312026-01-26history
ITOT ISHARES TR42.0K shares0.64%2025-12-312026-01-26history
MUB ISHARES TR45.6K shares0.02%2025-12-312026-01-26history
VTEB VANGUARD MUN BD FDS80.8K shares6.75%2025-12-312026-01-26history
SPY SPDR S&P 500 ETF TR5.4K shares-3.63%2025-12-312026-01-26history
IEFA ISHARES TR22.7K shares1.70%2025-12-312026-01-26history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-4.37%2025-12-312026-01-26history
VWO VANGUARD INTL EQUITY INDEX F28.6K shares-1.03%2025-12-312026-01-26history
JPM JPMORGAN CHASE & CO.4.3K shares0.02%2025-12-312026-01-26history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.00%2025-12-312026-01-26history
SPEM SPDR INDEX SHS FDS23.3K shares2.58%2025-12-312026-01-26history
IEMG ISHARES INC9.6K shares1.73%2025-12-312026-01-26history
AAPL APPLE INC2.1K shares7.48%2025-12-312026-01-26history
IVV ISHARES TR649 shares-1.22%2025-12-312026-01-26history
Sponsored
XOM EXXON MOBIL CORP2.0K shares0.00%2025-12-312026-01-26history
COF CAPITAL ONE FINL CORP986 shares0.00%2025-12-312026-01-26history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available