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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 | $473K | 0.2%Prev: 0.1% | 1,323 SH | Increased-26 SH |
| AMAZON COM INC | COM | $285K | 0.1%Prev: 0.1% | 1,197 SH | Increased+127 SH |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.6% | 4,717 SH | Increased-1,211 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 1.4%Prev: 1.5% | 6,855 SH | Increased+517 SH |
| COCA COLA CO | COM | $258K | 0.1%Prev: 0.1% | 3,176 SH | Increased+58 SH |
| COSTCO WHOLESALE CORPORATION | COM | $631K | 0.2% | 674 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $32.0M | 12.6% | 757,059 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.4M | 3.7%Prev: 3.5% | 231,178 SH | Increased-4,413 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $17.2M | 6.8%Prev: 6.6% | 462,375 SH | Increased+37,516 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.5M | 1.0%Prev: 0.9% | 51,890 SH | Increased+13,849 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $12.7M | 5.0% | 250,727 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.1M | 0.8%Prev: 0.8% | 40,833 SH | Increased+3,923 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.3M | 2.5%Prev: 2.2% | 77,017 SH | Increased+10,807 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $215K | 0.1% | 5,842 SH | New |
| INNOVATOR ETFS TRUST | EQUI DEF PRO APR | $398K | 0.2% | 15,148 SH | New |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $342K | 0.1% | 9,540 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.1M | 0.4%Prev: 0.4% | 24,384 SH | Increased+2,956 SH |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $210K | 0.1% | 5,118 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $12.3M | 4.9%Prev: 4.8% | 159,915 SH | Increased+10,477 SH |
| ISHARES TR | CORE S&P SCP ETF | $10.0M | 3.9%Prev: 3.7% | 67,098 SH | Increased+480 SH |
| ISHARES TR | CORE S&P500 ETF | $381K | 0.2%Prev: 0.2% | 509 SH | Increased-79 SH |
| ISHARES TR | ESG AWARE MSCI | $354K | 0.1%Prev: 0.1% | 6,334 SH | Increased+189 SH |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 0.8%Prev: 1.1% | 19,965 SH | Decreased-4,768 SH |
| ISHARES TR | MSCI EMG MKT ETF | $278K | 0.1% | 4,064 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $636K | 0.3%Prev: 0.3% | 5,905 SH | Decreased-260 SH |
| ISHARES TR | RUS 1000 GRW ETF | $588K | 0.2%Prev: 0.3% | 4,732 SH | Increased+3,527 SH |
| ISHARES TR | S&P 500 GRWT ETF | $574K | 0.2%Prev: 0.4% | 4,170 SH | Decreased-2,306 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $217K | 0.1% | 3,840 SH | New |
| JOHNSON & JOHNSON | COM | $474K | 0.2%Prev: 0.1% | 1,866 SH | Increased+220 SH |
| MICROSOFT CORP | COM | $1.0M | 0.4%Prev: 0.8% | 2,731 SH | Decreased-372 SH |
| SPDR SERIES TRUST | ST STR P500GRW | $664K | 0.3% | 5,577 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $555K | 0.2% | 29,408 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $685K | 0.3% | 917 SH | New |
| TESLA INC | COM | $208K | 0.1% | 494 SH | New |
| UNION PAC CORP | COM | $1.5M | 0.6%Prev: 0.7% | 5,397 SH | Increased-169 SH |
| US BANCORP | COM NEW | $517K | 0.2% | 8,562 SH | New |
| VALMONT INDS INC | COM | $454K | 0.2%Prev: 0.1% | 787 SH | Increased+4 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.3M | 0.5%Prev: 0.6% | 15,729 SH | Increased+12,953 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $505K | 0.2%Prev: 0.2% | 6,477 SH | Increased+315 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.7M | 2.3%Prev: 1.8% | 78,200 SH | Increased+29,040 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $29.2M | 11.5%Prev: 13.5% | 338,573 SH | Increased+277,671 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.5%Prev: 0.6% | 15,742 SH | Increased+11,806 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $271K | 0.1%Prev: 0.1% | 395 SH | Increased-30 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 0.6%Prev: 0.6% | 4,692 SH | Increased-55 SH |
| VANGUARD INDEX FDS | VALUE ETF | $39.8M | 15.7%Prev: 15.3% | 182,583 SH | Increased+12,297 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.1M | 3.6%Prev: 3.9% | 152,521 SH | Increased-2,687 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $21.7M | 8.6%Prev: 7.9% | 274,051 SH | Increased+76,794 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.9M | 7.1%Prev: 7.0% | 250,564 SH | Increased+5,221 SH |
| WALMART INC | COM | $575K | 0.2%Prev: 0.3% | 5,079 SH | Increased+3 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 |