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CIK 0002048051 • 6 13F filings • Apr 3, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $423K | 0.2%Prev: 0.2% | 1,350 SH | Increased+180 SH |
| AMAZON COM INC | COM | $247K | 0.1%Prev: 0.1% | 1,070 SH | Decreased-152 SH |
| APPLE INC | COM | $1.4M | 0.6%Prev: 0.6% | 5,127 SH | Decreased+688 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 1.6%Prev: 1.3% | 6,939 SH | Increased+84 SH |
| COCA COLA CO | COM | $221K | 0.1%Prev: 0.1% | 3,157 SH | Decreased+97 SH |
| COSTCO WHSL CORP NEW | COM | $580K | 0.3% | 672 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $29.3M | 13.1% | 687,752 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.6M | 3.4%Prev: 3.7% | 230,425 SH | Decreased-6,286 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.5M | 6.9%Prev: 7.0% | 448,847 SH | Decreased-30,930 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.4M | 1.1%Prev: 0.9% | 49,072 SH | Decreased-3,002 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $11.2M | 5.0% | 221,349 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.8M | 0.8%Prev: 0.8% | 39,507 SH | Decreased+587 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.0M | 2.2%Prev: 2.4% | 71,897 SH | Decreased-8,536 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $415K | 0.2% | 15,833 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRE | $244K | 0.1% | 12,730 SH | New |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $630K | 0.3%Prev: 0.1% | 17,840 SH | Increased+12,325 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.2M | 0.5%Prev: 0.4% | 29,021 SH | Increased+4,637 SH |
| ISHARES SILVER TR | ISHARES | $577K | 0.3% | 8,955 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $10.0M | 4.5%Prev: 4.6% | 151,986 SH | Decreased-12,465 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.0M | 3.6%Prev: 3.6% | 66,249 SH | Decreased-2,372 SH |
| ISHARES TR | CORE S&P500 ETF | $405K | 0.2%Prev: 0.1% | 592 SH | Increased+216 SH |
| ISHARES TR | ESG AWARE MSCI | $290K | 0.1%Prev: 0.1% | 6,316 SH | Decreased-30 SH |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 0.9%Prev: 0.8% | 22,044 SH | Increased+2,415 SH |
| ISHARES TR | MSCI EMG MKT ETF | $221K | 0.1%Prev: 0.1% | 4,043 SH | Decreased-21 SH |
| ISHARES TR | NATIONAL MUN ETF | $396K | 0.2%Prev: 0.2% | 3,695 SH | Decreased-2,257 SH |
| ISHARES TR | RUS 1000 GRW ETF | $570K | 0.3%Prev: 0.2% | 1,205 SH | Decreased-3,527 SH |
| ISHARES TR | S&P 500 GRWT ETF | $521K | 0.2%Prev: 0.2% | 4,229 SH | Decreased+80 SH |
| JOHNSON & JOHNSON | COM | $384K | 0.2%Prev: 0.2% | 1,857 SH | Decreased-13 SH |
| MICROSOFT CORP | COM | $1.3M | 0.6%Prev: 0.5% | 2,663 SH | Decreased+73 SH |
| SPDR GOLD TR | GOLD SHS | $472K | 0.2% | 1,192 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $815K | 0.4% | 1,195 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $600K | 0.3% | 5,625 SH | New |
| UNION PAC CORP | COM | $1.3M | 0.6%Prev: 0.6% | 5,447 SH | Decreased+69 SH |
| US BANCORP DEL | COM NEW | $457K | 0.2% | 8,562 SH | New |
| VALMONT INDS INC | COM | $316K | 0.1%Prev: 0.1% | 786 SH | Decreased-1 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.2M | 0.5%Prev: 0.5% | 2,663 SH | Decreased-12,733 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $493K | 0.2%Prev: 0.1% | 6,259 SH | Increased+2,902 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.4M | 2.4%Prev: 2.1% | 73,380 SH | Increased-4,085 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $26.7M | 12.0% | 54,796 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.5% | 3,962 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $225K | 0.1%Prev: 0.1% | 360 SH | Decreased-33 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.5% | 4,720 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $33.4M | 14.9% | 174,632 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.9M | 3.5%Prev: 3.6% | 146,393 SH | Decreased-11,056 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $19.4M | 8.7%Prev: 8.8% | 243,222 SH | Decreased-48,684 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.5M | 7.0%Prev: 7.0% | 248,765 SH | Decreased-7,243 SH |
| WALMART INC | COM | $566K | 0.3%Prev: 0.2% | 5,077 SH | Increased-5 SH |
| Q3 2025 |
| 13F-HR |
| 0001214659-25-014479 |
| $212.6M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008268 | $253.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010183 | $197.9M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004344 | $226.7M | View |
| Apr 3, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005381 | $183.4M | View |