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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 | $212K | 0.1% | 1,348 SH | |
| APPLE INC | COM | $1.3M | 0.7% | 5,922 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 1.8% | 6,319 SH | |
| COCA COLA CO | COM | $223K | 0.1% | 3,100 SH | |
| COSTCO WHSL CORP NEW | COM | $644K | 0.4% | 675 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $24.3M | 13.2% | 576,035 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.1M | 3.3% | 229,362 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.6M | 6.3% | 415,468 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 1.0% | 37,908 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $8.4M | 4.6% | 166,101 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.4M | 0.7% | 35,643 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.7M | 2.0% | 62,268 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $806K | 0.4% | 32,130 SH | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $797K | 0.4% | 21,428 SH | |
| ISHARES TR | CORE S&P MCP ETF | $8.5M | 4.6% | 144,963 SH | |
| ISHARES TR | CORE S&P SCP ETF | $6.7M | 3.7% | 64,309 SH | |
| ISHARES TR | CORE S&P500 ETF | $331K | 0.2% | 587 SH | |
| ISHARES TR | ESG AWARE MSCI | $237K | 0.1% | 6,133 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.0M | 1.1% | 24,860 SH | |
| ISHARES TR | NATIONAL MUN ETF | $651K | 0.4% | 6,172 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $438K | 0.2% | 1,205 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $604K | 0.3% | 6,463 SH | |
| JOHNSON & JOHNSON | COM | $251K | 0.1% | 1,640 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.7% | 3,159 SH | |
| PROCTER AND GAMBLE CO | COM | $203K | 0.1% | 1,193 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $734K | 0.4% | 1,308 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $555K | 0.3% | 6,860 SH | |
| TESLA INC | COM | $243K | 0.1% | 904 SH | |
| UNION PAC CORP | COM | $1.3M | 0.7% | 5,583 SH | |
| US BANCORP DEL | COM NEW | $376K | 0.2% | 9,009 SH | |
| VALMONT INDS INC | COM | $225K | 0.1% | 781 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.0M | 0.6% | 3,014 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $474K | 0.3% | 6,064 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.7M | 2.0% | 50,344 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $22.5M | 12.3% | 60,261 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.6% | 3,922 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.6% | 4,739 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $29.1M | 15.9% | 169,003 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.9M | 3.8% | 152,171 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $15.3M | 8.4% | 194,682 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.4M | 6.8% | 242,980 SH | |
| WALMART INC | COM | $451K | 0.2% | 5,076 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 |