Hfm Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hfm Investment Advisors, LLCInvestment ActivityHfm Investment Advisors, LLC has $206.22 million in total holdings as of March 31, 2025.Hfm Investment Advisors, LLC owns shares of 1,189 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $89,633,080Dimensional World ex U.S. Core Equity 2 ETF $44,004,576Dimensional Core Fixed Income ETF $29,434,186Dimensional National Municipal Bond ETF $17,346,908Dimensional ETF Trust Dimensional Global ex US Core Fixed Income ETF $9,951,535 Sector AllocationMap of 500 Largest Holdings ofHfm Investment Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$89,633,0802,716,97843.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$44,004,5761,679,56421.3%ETFDFCFDimensional Core Fixed Income ETF$29,434,186699,81514.3%ETFDFNMDimensional National Municipal Bond ETF$17,346,908364,6618.4%ETFDimensional ETF Trust Dimensional Global ex US Core Fixed Income ETF$9,951,535190,4604.8%GLOBAL EX US CORDFGRDimensional Global Real Estate ETF$4,016,888152,9661.9%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,878,17324,5520.9%ETFVTVanguard Total World Stock ETF$1,240,5161,196,4060.6%ETFJNJJohnson & Johnson$835,9615,0410.4%MedicalAORiShares Core 60/40 Balanced Allocation ETF$674,68411,7200.3%ETFCSCOCisco Systems$663,50610,7520.3%Computer and TechnologyMMM3M$505,1993,4400.2%Multi-Sector ConglomeratesXOMExxon Mobil$487,6224,1010.2%EnergyGEGE Aerospace$443,3332,2150.2%IndustrialsROKRockwell Automation$415,9921,6100.2%Computer and TechnologyIBMInternational Business Machines$401,9641,6170.2%Computer and TechnologyJSCPJPMorgan Short Duration Core Plus ETF$203,0514,3010.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$202,5136,7280.1%ETFTSLATesla$193,5937470.1%Auto/Tires/TrucksCEGConstellation Energy$185,5009200.1%EnergyPGProcter & Gamble$182,0091,0680.1%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$174,6723,4500.1%ETFGE Vernova Inc$169,1265540.1%COMBMYBristol-Myers Squibb$157,2032,5780.1%MedicalEXCExelon$127,5962,7690.1%UtilitiesAOMiShares Core 40/60 Moderate Allocation ETF$113,3372,5830.1%ETFELVElevance Health$103,3502380.1%MedicalAAPLApple$98,6264440.0%Computer and TechnologyNOCNorthrop Grumman$86,3501690.0%AerospaceAMZNAmazon.com$82,5734340.0%Retail/WholesaleLLYEli Lilly and Company$80,972990.0%MedicalMSFTMicrosoft$73,0701950.0%Computer and TechnologySENEBSeneca Foods$72,6408000.0%Consumer DefensiveSENEASeneca Foods$71,2328000.0%Consumer StaplesMETAMeta Platforms$70,3161220.0%Computer and TechnologySOLVENTUM CORP$65,2438580.0%COM SHSGEHCGE HealthCare Technologies$59,8877420.0%MedicalGOOGAlphabet$58,4313740.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$58,1588850.0%ETFVEAVanguard FTSE Developed Markets ETF$57,3231,1280.0%ETFRSGRepublic Services$52,5742180.0%Business ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$51,9681,0410.0%ManufacturingEDConsolidated Edison$51,8654690.0%UtilitiesCSGPCoStar Group$50,7876410.0%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$49,9509850.0%ETFVZVerizon Communications$43,1389510.0%Computer and TechnologyBNDXVanguard Total International Bond ETF$37,8677770.0%ETFVTIVanguard Total Stock Market ETF$36,7511340.0%ETFMUBiShares National Muni Bond ETF$36,6283480.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$35,7273250.0%ETFTAT&T$32,6921,1560.0%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$26,7044550.0%ETFMCDMcDonald's$25,927830.0%Retail/WholesaleBABoeing$25,5831500.0%AerospaceYUMYum! Brands$24,9301590.0%Retail/WholesaleINTCIntel$24,7091,0880.0%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$23,5778490.0%ETFESEversource Energy$22,9813700.0%UtilitiesIUSBiShares Core Total USD Bond Market ETF$22,7134930.0%ManufacturingAOKiShares Core 30/70 Conservative Allocation ETF$21,2525650.0%ETFCLColgate-Palmolive$19,0672040.0%Consumer StaplesNVDANVIDIA$18,4251700.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$18,2624040.0%ETFCRWDCrowdStrike$17,982510.0%Computer and TechnologyKOCoca-Cola$16,9082370.0%Consumer StaplesPFEPfizer$16,0276330.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$15,1151530.0%FinanceTGTTarget$14,5951400.0%Retail/WholesaleVVisa$14,019400.0%Business ServicesJPMJPMorgan Chase & Co.$13,492550.0%FinanceMETVRoundhill Ball Metaverse ETF$13,4901,0000.0%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$12,0413380.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$11,6781160.0%ETFZBHZimmer Biomet$11,6581030.0%MedicalGOOGLAlphabet$11,289730.0%Computer and TechnologyCheniere Energy Inc. Ordinary Shares$11,108480.0%COM NEWEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$10,8901210.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$10,3981680.0%ETFEMNEastman Chemical$10,2211160.0%Basic MaterialsMSC INCOME FUND LOCKUP$9,6676220.0%COMTFISPDR Nuveen Barclays Municipal Bond ETF$9,2332050.0%FinanceWCNWaste Connections$8,394430.0%Business ServicesGBILGoldman Sachs Access Treasury 0-1 Year ETF$8,392840.0%ETFJPCNuveen Preferred & Income Opportunities Fund$8,3031,0430.0%Financial ServicesSTIPiShares 0-5 Year TIPS Bond ETF$8,286810.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,9791560.0%ETFVRSKVerisk Analytics$7,739260.0%Business ServicesSPGIS&P Global$7,622150.0%Business ServicesBlackrock Inc. Ordinary Shares$7,57280.0%COMSCIService Co. International$7,138890.0%Consumer StaplesGSThe Goldman Sachs Group$7,102130.0%FinanceVTVVanguard Value ETF$7,065410.0%ETFYUMCYum China$6,9771340.0%Retail/WholesaleTMUST-Mobile US$6,935260.0%Computer and TechnologyNEENextEra Energy$6,877970.0%UtilitiesALCAlcon$6,646700.0%MedicalBXBlackstone$6,430460.0%FinanceCVSCVS Health$6,116910.0%MedicalSCHXSchwab US Large-Cap ETF$6,0472740.0%ETFFEFirstEnergy$5,9831480.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
