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HTG Investment Advisors, Inc. 13F holdings

Filed 2026-08-06 · HTG Investment Advisors, Inc. · 88 positions · $390.1M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST871.5K$38.7M9.9%
AVUSAMERICAN CENTY ETF TR296.7K$38.0M9.7%
DFICDIMENSIONAL ETF TRUST750.3K$28.0M7.2%
AVDEAMERICAN CENTY ETF TR306.9K$27.4M7.0%
DFAXDIMENSIONAL ETF TRUST595.8K$21.9M5.6%
HELOJ P MORGAN EXCHANGE TRADED F267.0K$18.0M4.6%
VTVVANGUARD INDEX FDS71.4K$15.6M4.0%
VCSHVANGUARD SCOTTSDALE FDS190.7K$15.1M3.9%
CBRECBRE GROUP INC110.8K$14.9M3.8%
VUSBVANGUARD BD INDEX FDS270.6K$13.5M3.5%
DFEMDIMENSIONAL ETF TRUST305.8K$12.4M3.2%
JMUBJ P MORGAN EXCHANGE TRADED F245.3K$12.4M3.2%
BSVVANGUARD BD INDEX FDS154.2K$12.0M3.1%
DFAUDIMENSIONAL ETF TRUST228.5K$11.8M3.0%
VUGVANGUARD INDEX FDS126.2K$10.9M2.8%
AGGISHARES TR103.8K$10.3M2.6%
AVEMAMERICAN CENTY ETF TR73.4K$7.1M1.8%
AAPLAPPLE INC18.1K$5.2M1.3%
AVREAMERICAN CENTY ETF TR110.3K$5.2M1.3%
JPIEJ P MORGAN EXCHANGE TRADED F112.8K$5.2M1.3%
DFUSDIMENSIONAL ETF TRUST57.6K$4.7M1.2%
DFASDIMENSIONAL ETF TRUST44.5K$3.7M0.9%
VCRBVANGUARD MALVERN FDS46.0K$3.6M0.9%
IVVISHARES TR4.4K$3.3M0.8%
VTIVANGUARD INDEX FDS8.7K$3.2M0.8%
VTIPVANGUARD MALVERN FDS54.0K$2.7M0.7%
VTVANGUARD INTL EQUITY INDEX F16.6K$2.6M0.7%
DFCFDIMENSIONAL ETF TRUST57.8K$2.4M0.6%
BNDVANGUARD BD INDEX FDS31.1K$2.3M0.6%
IJHISHARES TR27.8K$2.1M0.5%
CRAICRA INTL INC13.6K$1.9M0.5%
IWFISHARES TR15.0K$1.9M0.5%
IVEISHARES TR7.6K$1.7M0.4%
GEGE AEROSPACE4.2K$1.6M0.4%
XLKSELECT SECTOR SPDR TR7.0K$1.3M0.3%
SPYSTATE STR SPDR S&P 500 ETF T1.7K$1.3M0.3%
GOOGALPHABET INC3.6K$1.3M0.3%
GEVGE VERNOVA INC1.1K$1.2M0.3%
IWBISHARES TR2.7K$1.1M0.3%
AVMCAMERICAN CENTY ETF TR12.7K$1.0M0.3%
IBMINTERNATIONAL BUSINESS MACHS3.6K$1.0M0.3%
EXMOCEXXON MOBIL CORP6.9K$947,4880.2%
PGPROCTER & GAMBLE CO6.1K$894,6920.2%
VEAVANGUARD TAX-MANAGED FDS11.9K$850,1850.2%
VEUVANGUARD INTL EQUITY INDEX F9.8K$817,9020.2%
CVXCHEVRON CORPORATION4.8K$797,4710.2%
NVDANVIDIA CORPORATION3.8K$756,5420.2%
CLCOLGATE PALMOLIVE CO8.2K$747,3750.2%
AMZNAMAZON COM INC3.1K$730,5240.2%
DFSUDIMENSIONAL ETF TRUST15.2K$710,6410.2%
MDYSTATE STR SPDR S&P MIDCAP 40940$661,1400.2%
GOOGLALPHABET INC1.8K$653,9230.2%
VWOVANGUARD INTL EQUITY INDEX F9.8K$583,8010.1%
QQQINVESCO QQQ TR774$570,3200.1%
VXUSVANGUARD STAR FDS6.2K$530,7270.1%
JPMJPMORGAN CHASE & CO1.6K$513,9080.1%
MSFTMICROSOFT CORP1.2K$447,0390.1%
—J P MORGAN EXCHANGE TRADED F8.8K$439,5590.1%
STXSEAGATE TECHNOLOGY HLDNGS PL455$439,0750.1%
SPLVINVESCO EXCH TRADED FD TR II5.7K$428,4700.1%
Top Fund Holdings
13F
Top Fund Holdings

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