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Hassell Wealth Management, LLC 13F holdings

Filed 2026-07-13 · Hassell Wealth Management, LLC · 29 positions · $326.0M

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Ticker	Company	Shares	Value	% of portfolio
VTI	VANGUARD INDEX FDS	243.9K	$89.8M	27.5%
VEA	VANGUARD TAX-MANAGED FDS	456.4K	$32.1M	9.8%
DFSV	DIMENSIONAL ETF TRUST	771.0K	$29.4M	9.0%
BNDX	VANGUARD CHARLOTTE FDS	531.5K	$25.4M	7.8%
VCIT	VANGUARD SCOTTSDALE FDS	272.2K	$22.3M	6.8%
VGIT	VANGUARD SCOTTSDALE FDS	313.2K	$18.3M	5.6%
VCSH	VANGUARD SCOTTSDALE FDS	227.7K	$17.9M	5.5%
DFEM	DIMENSIONAL ETF TRUST	402.6K	$15.9M	4.9%
DFAC	DIMENSIONAL ETF TRUST	331.6K	$14.6M	4.5%
DISV	DIMENSIONAL ETF TRUST	276.4K	$11.2M	3.4%
DFAX	DIMENSIONAL ETF TRUST	200.2K	$7.3M	2.2%
ITOT	ISHARES TR	42.2K	$6.9M	2.1%
VTEI	VANGUARD MUN BD FDS	52.9K	$5.3M	1.6%
VGSH	VANGUARD SCOTTSDALE FDS	85.6K	$5.0M	1.5%
MUB	ISHARES TR	45.7K	$4.9M	1.5%
SPY	STATE STR SPDR S&P 500 ETF T	5.4K	$4.1M	1.2%
VWO	VANGUARD INTL EQUITY INDEX F	39.9K	$2.4M	0.7%
IEFA	ISHARES TR	23.0K	$2.2M	0.7%
DFGX	DIMENSIONAL ETF TRUST	40.2K	$2.1M	0.7%
VOO	VANGUARD INDEX FDS	2.8K	$1.9M	0.6%
JPM	JPMORGAN CHASE & CO	4.3K	$1.4M	0.4%
SPEM	SPDR INDEX SHS FDS	23.7K	$1.2M	0.4%
RSP	INVESCO EXCHANGE TRADED FD T	5.3K	$1.1M	0.3%
ACWI	ISHARES INC	9.7K	$778,399	0.2%
VTEB	VANGUARD MUN BD FDS	14.9K	$749,012	0.2%
AAPL	APPLE INC	1.9K	$590,210	0.2%
IVV	ISHARES TR	649	$485,995	0.1%
CVX	CHEVRON CORPORATION	1.9K	$326,952	0.1%
EXMOC	EXXON MOBIL CORP	2.0K	$278,593	0.1%

Top Fund Holdings

13F

Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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