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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 | $238K | 0.1%Prev: 0.2% | 1,349 SH | Decreased-2 SH |
| AMAZON COM INC | COM | $239K | 0.1%Prev: 0.1% | 1,070 SH | Increased-23 SH |
| APPLE INC | COM | $1.2M | 0.6%Prev: 0.5% | 5,928 SH | Increased+1,196 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.0M | 1.5%Prev: 1.5% | 6,338 SH | Decreased-553 SH |
| COCA COLA CO | COM | $221K | 0.1%Prev: 0.1% | 3,118 SH | Decreased-39 SH |
| COSTCO WHSL CORP NEW | COM | $670K | 0.3%Prev: 0.3% | 675 SH | Decreased+2 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $24.4M | 12.3%Prev: 13.4% | 580,061 SH | Decreased-137,910 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.0M | 3.5%Prev: 3.6% | 235,591 SH | Decreased-1,357 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.1M | 6.6%Prev: 7.1% | 424,859 SH | Decreased-31,073 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 0.9%Prev: 1.1% | 38,041 SH | Decreased-13,677 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $8.6M | 4.3%Prev: 5.2% | 168,610 SH | Decreased-63,074 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.6M | 0.8%Prev: 0.8% | 36,910 SH | Decreased-4,178 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.3M | 2.2%Prev: 2.3% | 66,210 SH | Decreased-8,637 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $732K | 0.4%Prev: 0.2% | 28,633 SH | Increased+13,000 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $843K | 0.4%Prev: 0.5% | 21,428 SH | Decreased-2,956 SH |
| ISHARES TR | CORE S&P MCP ETF | $9.4M | 4.8%Prev: 4.6% | 149,438 SH | Decreased-6,447 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.4M | 3.7%Prev: 3.7% | 66,618 SH | Decreased-563 SH |
| ISHARES TR | CORE S&P500 ETF | $367K | 0.2%Prev: 0.1% | 588 SH | Increased+79 SH |
| ISHARES TR | ESG AWARE MSCI | $258K | 0.1%Prev: 0.1% | 6,145 SH | Decreased-181 SH |
| ISHARES TR | MSCI EAFE ETF | $2.2M | 1.1%Prev: 0.9% | 24,733 SH | Increased+3,046 SH |
| ISHARES TR | NATIONAL MUN ETF | $643K | 0.3%Prev: 0.2% | 6,165 SH | Increased+2,499 SH |
| ISHARES TR | RUS 1000 GRW ETF | $512K | 0.3%Prev: 0.2% | 1,205 SH | Increased+22 SH |
| ISHARES TR | S&P 500 GRWT ETF | $713K | 0.4%Prev: 0.2% | 6,476 SH | Increased+2,267 SH |
| JOHNSON & JOHNSON | COM | $256K | 0.1%Prev: 0.2% | 1,646 SH | Decreased-215 SH |
| MICROSOFT CORP | COM | $1.5M | 0.8%Prev: 0.4% | 3,103 SH | Increased+455 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.9%Prev: 0.3% | 2,742 SH | Increased+1,771 SH |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $654K | 0.3% | 6,861 SH | New |
| UNION PAC CORP | COM | $1.3M | 0.7%Prev: 0.6% | 5,566 SH | Decreased+147 SH |
| US BANCORP DEL | COM NEW | $430K | 0.2%Prev: 0.2% | 9,009 SH | Decreased+447 SH |
| VALMONT INDS INC | COM | $265K | 0.1%Prev: 0.1% | 783 SH | Decreased-4 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.1M | 0.6%Prev: 0.5% | 2,776 SH | Increased+111 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $482K | 0.2%Prev: 0.2% | 6,162 SH | Decreased-190 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.6M | 1.8%Prev: 2.4% | 49,160 SH | Decreased-24,651 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $26.7M | 13.5%Prev: 10.7% | 60,902 SH | Increased+5,205 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.6%Prev: 0.5% | 3,936 SH | Decreased-41 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $242K | 0.1%Prev: 0.1% | 425 SH | Increased+63 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.6%Prev: 0.5% | 4,747 SH | Decreased+56 SH |
| VANGUARD INDEX FDS | VALUE ETF | $30.3M | 15.3%Prev: 15.4% | 170,286 SH | Decreased-7,844 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.7M | 3.9%Prev: 3.5% | 155,208 SH | Decreased+6,443 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $15.6M | 7.9%Prev: 8.9% | 197,257 SH | Decreased-57,208 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.9M | 7.0%Prev: 7.1% | 245,343 SH | Decreased-5,687 SH |
| WALMART INC | COM | $504K | 0.3%Prev: 0.3% | 5,076 SH | Decreased-2 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 |