Hiley Hunt Wealth Management Top Holdings and 13F Report (2025) About Hiley Hunt Wealth ManagementInvestment ActivityHiley Hunt Wealth Management has $183.35 million in total holdings as of March 31, 2025.Hiley Hunt Wealth Management owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.15% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Hiley Hunt Wealth Management has purchased 39 new stocks and bought additional shares in 19 stocks.Hiley Hunt Wealth Management sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $29,125,972Dimensional Core Fixed Income ETF $24,291,386Vanguard Growth ETF $22,547,822Vanguard Short-Term Corporate Bond ETF $15,327,352Vanguard FTSE Developed Markets ETF $12,394,396 Largest New Holdings this Quarter 45784N882 - INNOVATOR ETFS TRUST $806,463 Holding45782C300 - Innovator U.S. Equity Ultra Buffer ETF - January $490,133 Holding45782C375 - Innovator U.S. Equity Ultra Buffer ETF - March $306,388 Holding88160R101 - Tesla $242,688 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $236,605 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 36,168 shares (about $1.53M)Vanguard Short-Term Corporate Bond ETF 13,923 shares (about $1.10M)Dimensional International Core Equity 2 ETF 29,367 shares (about $816.99K)INNOVATOR ETFS TRUST 32,130 shares (about $806.46K)DIMENSIONAL ETF TRUST 13,615 shares (about $690.62K) Largest Sales this Quarter Vanguard Small-Cap ETF 3,361 shares (about $747.70K)Vanguard Growth ETF 1,809 shares (about $676.87K)iShares MSCI EAFE ETF 6,247 shares (about $511.32K)Vanguard S&P 500 Growth ETF 1,441 shares (about $485.63K)SPDR S&P 500 ETF Trust 762 shares (about $427.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHiley Hunt Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$29,125,972$99,095 ▲0.3%169,00315.9%ETFDFCFDimensional Core Fixed Income ETF$24,291,386$1,525,204 ▲6.7%576,03513.2%ETFVUGVanguard Growth ETF$22,547,822$676,872 ▼-2.9%60,26112.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,327,352$1,096,161 ▲7.7%194,6828.4%ETFVEAVanguard FTSE Developed Markets ETF$12,394,396$55,856 ▲0.5%242,9806.8%ETFDFICDimensional International Core Equity 2 ETF$11,558,312$816,989 ▲7.6%415,4686.3%ETFIJHiShares Core S&P Mid-Cap ETF$8,503,502$66,462 ▲0.8%144,9634.6%ETFDIMENSIONAL ETF TRUST$8,425,454$690,619 ▲8.9%166,1014.6%ULTRASHORT FIXEDVWOVanguard FTSE Emerging Markets ETF$6,910,071$4,541 ▲0.1%152,1713.8%ETFIJRiShares Core S&P Small-Cap ETF$6,739,596$24,209 ▼-0.4%64,3093.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,110,193$445,447 ▲7.9%229,3623.3%ETFDFASDimensional U.S. Small Cap ETF$3,737,338$322,909 ▲9.5%62,2682.0%ETFBNDVanguard Total Bond Market ETF$3,697,227$74,321 ▼-2.0%50,3442.0%ETFBRK.BBerkshire Hathaway$3,367,964$25,051 ▼-0.7%6,3191.8%FinanceEFAiShares MSCI EAFE ETF$2,034,793$511,317 ▼-20.1%24,8601.1%FinanceDFNMDimensional National Municipal Bond ETF$1,807,439$28,465 ▼-1.6%37,9081.0%ETFDFAUDimensional US Core Equity Market ETF$1,375,106$149,266 ▲12.2%35,6430.7%ETFUNPUnion Pacific$1,324,184$20,160 ▼-1.5%5,5830.7%TransportationAAPLApple$1,321,813$26,561 ▼-2.0%5,9220.7%Computer and TechnologyMSFTMicrosoft$1,207,177$62,289 ▼-4.9%3,1590.7%Computer and TechnologyVBVanguard Small-Cap ETF$1,054,259$747,703 ▼-41.5%4,7390.6%ETFVOVanguard Mid-Cap ETF$1,017,754$17,646 ▼-1.7%3,9220.6%ETFVOOGVanguard S&P 500 Growth ETF$1,015,753$485,634 ▼-32.3%3,0140.6%ETFINNOVATOR ETFS TRUST$806,463$806,463 ▲New Holding32,1300.4%EQUITY DEFINED PSPYSPDR S&P 500 ETF Trust$733,677$427,417 ▼-36.8%1,3080.4%FinanceMUBiShares National Muni Bond ETF$651,170$6,436 ▲1.0%6,1720.4%ETFCOSTCostco Wholesale$643,802$954 ▲0.1%6750.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$604,330$1,122 ▲0.2%6,4630.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$555,282$5,019 ▼-0.9%6,8600.3%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$490,133$490,133 ▲New Holding12,8240.3%ETFBSVVanguard Short-Term Bond ETF$473,647$20,855 ▲4.6%6,0640.3%ETFWMTWalmart$450,9010.0%5,0760.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$438,4750.0%1,2050.2%ETFUSBU.S. Bancorp$376,306$50,124 ▼-11.8%9,0090.2%FinanceIVViShares Core S&P 500 ETF$330,793$1,127 ▲0.3%5870.2%ETFUMARInnovator U.S. Equity Ultra Buffer ETF - March$306,388$306,388 ▲New Holding8,6040.2%ETFJNJJohnson & Johnson$251,338$766 ▲0.3%1,6400.1%MedicalTSLATesla$242,688$242,688 ▲New Holding9040.1%Auto/Tires/TrucksESMLiShares ESG Aware MSCI USA Small-Cap ETF$236,605$236,605 ▲New Holding6,1330.1%ETFVMIValmont Industries$225,234$577 ▲0.3%7810.1%IndustrialsKOCocaCola$222,804$222,804 ▲New Holding3,1000.1%Consumer StaplesGOOGLAlphabet$211,761$157 ▲0.1%1,3480.1%Computer and TechnologyPGProcter & Gamble$203,4780.0%1,1930.1%Consumer StaplesSCHWCharles Schwab$0$227,808 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$215,002 ▼-100.0%00.0%Retail/WholesaleShowing 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. 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