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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 | $328K | 0.2%Prev: 0.2% | 1,350 SH | Decreased+27 SH |
| AMAZON COM INC | COM | $235K | 0.1%Prev: 0.1% | 1,070 SH | Decreased-127 SH |
| APPLE INC | COM | $1.3M | 0.6%Prev: 0.5% | 5,123 SH | Decreased+406 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.3M | 1.6%Prev: 1.4% | 6,598 SH | Decreased-257 SH |
| COCA COLA CO | COM | $207K | 0.1%Prev: 0.1% | 3,118 SH | Decreased-58 SH |
| COSTCO WHSL CORP NEW | COM | $621K | 0.3% | 671 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $26.4M | 12.4% | 618,194 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.6M | 3.6%Prev: 3.7% | 237,915 SH | Decreased+6,737 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.5M | 6.8%Prev: 6.8% | 443,046 SH | Decreased-19,329 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.2M | 1.0%Prev: 1.0% | 45,916 SH | Decreased-5,974 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $9.1M | 4.3% | 180,006 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.7M | 0.8%Prev: 0.8% | 37,115 SH | Decreased-3,718 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.8M | 2.3%Prev: 2.5% | 70,476 SH | Decreased-6,541 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $721K | 0.3% | 27,833 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.5M | 0.7%Prev: 0.4% | 36,613 SH | Increased+12,229 SH |
| ISHARES TR | CORE S&P MCP ETF | $10.1M | 4.8%Prev: 4.9% | 154,814 SH | Decreased-5,101 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.2M | 3.9%Prev: 3.9% | 68,938 SH | Decreased+1,840 SH |
| ISHARES TR | CORE S&P500 ETF | $395K | 0.2%Prev: 0.2% | 590 SH | Increased+81 SH |
| ISHARES TR | ESG AWARE MSCI | $278K | 0.1%Prev: 0.1% | 6,158 SH | Decreased-176 SH |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 1.0%Prev: 0.8% | 22,760 SH | Increased+2,795 SH |
| ISHARES TR | MSCI EMG MKT ETF | $213K | 0.1%Prev: 0.1% | 3,987 SH | Decreased-77 SH |
| ISHARES TR | NATIONAL MUN ETF | $392K | 0.2%Prev: 0.3% | 3,677 SH | Decreased-2,228 SH |
| ISHARES TR | RUS 1000 GRW ETF | $564K | 0.3%Prev: 0.2% | 1,205 SH | Decreased-3,527 SH |
| ISHARES TR | S&P 500 GRWT ETF | $732K | 0.3%Prev: 0.2% | 6,064 SH | Increased+1,894 SH |
| JOHNSON & JOHNSON | COM | $306K | 0.1%Prev: 0.2% | 1,652 SH | Decreased-214 SH |
| MICROSOFT CORP | COM | $1.4M | 0.7%Prev: 0.4% | 2,690 SH | Increased-41 SH |
| SPDR GOLD TR | GOLD SHS | $229K | 0.1% | 645 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $839K | 0.4% | 1,260 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $588K | 0.3% | 5,623 SH | New |
| UNION PAC CORP | COM | $1.3M | 0.6%Prev: 0.6% | 5,499 SH | Decreased+102 SH |
| US BANCORP DEL | COM NEW | $435K | 0.2% | 9,009 SH | New |
| VALMONT INDS INC | COM | $304K | 0.1%Prev: 0.2% | 784 SH | Decreased-3 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.2M | 0.6%Prev: 0.5% | 2,737 SH | Decreased-12,992 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $492K | 0.2%Prev: 0.2% | 6,236 SH | Decreased-241 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.8M | 1.8%Prev: 2.3% | 50,693 SH | Decreased-27,507 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $28.2M | 13.2%Prev: 11.5% | 58,704 SH | Decreased-279,869 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.5%Prev: 0.5% | 3,936 SH | Decreased-11,806 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $220K | 0.1%Prev: 0.1% | 360 SH | Decreased-35 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.6%Prev: 0.6% | 4,747 SH | Decreased+55 SH |
| VANGUARD INDEX FDS | VALUE ETF | $32.2M | 15.1%Prev: 15.7% | 172,421 SH | Decreased-10,162 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.5M | 4.0%Prev: 3.6% | 157,338 SH | Decreased+4,817 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.1M | 8.1%Prev: 8.6% | 214,135 SH | Decreased-59,916 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.0M | 7.1%Prev: 7.1% | 250,117 SH | Decreased-447 SH |
| WALMART INC | COM | $523K | 0.2%Prev: 0.2% | 5,077 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 |