Loading…
CIK 0002048051 • 6 13F filings • Apr 3, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("hiley-hunt-wealth-management-0002048051-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $388K | 0.2%Prev: 0.1% | 1,351 SH | Increased+3 SH |
| AMAZON COM INC | COM | $228K | 0.1% | 1,093 SH | New |
| APPLE INC | COM | $1.2M | 0.5%Prev: 0.7% | 4,732 SH | Decreased-1,190 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.3M | 1.5%Prev: 1.8% | 6,891 SH | Decreased+572 SH |
| COCA COLA CO | COM | $240K | 0.1%Prev: 0.1% | 3,157 SH | Increased+57 SH |
| COSTCO WHSL CORP NEW | COM | $671K | 0.3%Prev: 0.4% | 673 SH | Increased-2 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $30.3M | 13.4%Prev: 13.2% | 717,971 SH | Increased+141,936 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.2M | 3.6%Prev: 3.3% | 236,948 SH | Increased+7,586 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.2M | 7.1%Prev: 6.3% | 455,932 SH | Increased+40,464 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.5M | 1.1%Prev: 1.0% | 51,718 SH | Increased+13,810 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $11.7M | 5.2%Prev: 4.6% | 231,684 SH | Increased+65,583 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.9M | 0.8%Prev: 0.7% | 41,088 SH | Increased+5,445 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.3M | 2.3%Prev: 2.0% | 74,847 SH | Increased+12,579 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $221K | 0.1% | 5,842 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $399K | 0.2%Prev: 0.4% | 15,633 SH | Decreased-16,497 SH |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $413K | 0.2% | 12,293 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.0M | 0.5%Prev: 0.4% | 24,384 SH | Increased+2,956 SH |
| ISHARES TR | CORE S&P MCP ETF | $10.5M | 4.6%Prev: 4.6% | 155,885 SH | Increased+10,922 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.4M | 3.7%Prev: 3.7% | 67,181 SH | Increased+2,872 SH |
| ISHARES TR | CORE S&P500 ETF | $332K | 0.1%Prev: 0.2% | 509 SH | Increased-78 SH |
| ISHARES TR | ESG AWARE MSCI | $297K | 0.1%Prev: 0.1% | 6,326 SH | Increased+193 SH |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 0.9%Prev: 1.1% | 21,687 SH | Increased-3,173 SH |
| ISHARES TR | MSCI EMG MKT ETF | $230K | 0.1% | 4,043 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $389K | 0.2%Prev: 0.4% | 3,666 SH | Decreased-2,506 SH |
| ISHARES TR | RUS 1000 GRW ETF | $504K | 0.2%Prev: 0.2% | 1,183 SH | Increased-22 SH |
| ISHARES TR | S&P 500 GRWT ETF | $476K | 0.2%Prev: 0.3% | 4,209 SH | Decreased-2,254 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $214K | 0.1% | 3,771 SH | New |
| JOHNSON & JOHNSON | COM | $455K | 0.2%Prev: 0.1% | 1,861 SH | Increased+221 SH |
| MICROSOFT CORP | COM | $980K | 0.4%Prev: 0.7% | 2,648 SH | Decreased-511 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $631K | 0.3%Prev: 0.4% | 971 SH | Decreased-337 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $551K | 0.2% | 5,627 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $596K | 0.3% | 24,430 SH | New |
| UNION PAC CORP | COM | $1.3M | 0.6%Prev: 0.7% | 5,419 SH | Decreased-164 SH |
| US BANCORP DEL | COM NEW | $445K | 0.2%Prev: 0.2% | 8,562 SH | Increased-447 SH |
| VALMONT INDS INC | COM | $314K | 0.1%Prev: 0.1% | 787 SH | Increased+6 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.1M | 0.5%Prev: 0.6% | 2,665 SH | Increased-349 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $498K | 0.2%Prev: 0.3% | 6,352 SH | Increased+288 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.4M | 2.4%Prev: 2.0% | 73,811 SH | Increased+23,467 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $24.3M | 10.7%Prev: 12.3% | 55,697 SH | Increased-4,564 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.5%Prev: 0.6% | 3,977 SH | Increased+55 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $216K | 0.1% | 362 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.5%Prev: 0.6% | 4,691 SH | Increased-48 SH |
| VANGUARD INDEX FDS | VALUE ETF | $34.9M | 15.4%Prev: 15.9% | 178,130 SH | Increased+9,127 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.0M | 3.5%Prev: 3.8% | 148,765 SH | Increased-3,406 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $20.2M | 8.9%Prev: 8.4% | 254,465 SH | Increased+59,783 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $16.1M | 7.1%Prev: 6.8% | 251,030 SH | Increased+8,050 SH |
| WALMART INC | COM | $631K | 0.3%Prev: 0.2% | 5,078 SH | Increased+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 |