13F-HR filed by Hiley Hunt Wealth Management
Hiley Hunt Wealth Management filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-12-17, with 36 holding rows worth $135,200,627.
- Accession
- 0001214659-24-020592
- Filer
- CIK 2048051
- Filed
- 2024-12-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 36 entries on the cover page, a total value of $135,200,627 stated on the cover page (in dollars after the unit check, H1), rows summing to $135,200,627 with VALUE read as dollars as filed, 13F file number 028-24527. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | 922908744 | SHS | 160,048 | $23,927,133 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 66,710 | $20,738,700 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 415,629 | $17,622,669 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 209,221 | $10,021,675 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 120,808 | $9,346,877 | dollars as filed | |
| IJH | 464287507 | COM | 26,296 | $7,287,852 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 261,425 | $6,674,186 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 61,590 | $6,667,128 | dollars as filed | |
| VWO | 922042858 | SHS | 131,594 | $5,408,495 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 151,080 | $3,770,951 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,121 | $2,539,776 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 31,848 | $2,399,781 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 36,062 | $2,150,005 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,817 | $1,880,986 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 23,913 | $1,758,825 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 5,011 | $1,356,817 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,565 | $1,294,660 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 26,149 | $1,268,471 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,279 | $1,233,082 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,195 | $1,192,704 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,237 | $1,063,284 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 25,721 | $855,231 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 814 | $536,999 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 7,145 | $536,553 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 11,409 | $493,782 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 7,228 | $470,273 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 5,417 | $417,244 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,205 | $365,320 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,849 | $264,814 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,560 | $245,934 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,267 | $245,754 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 513 | $245,070 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 965 | $237,094 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,502 | $235,453 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,520 | $230,949 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,547 | $216,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-24-020592 | this filing | 2024-12-17 | acceptance time not in the bulk data set |