The Analysis of Hassell Wealth Management, LLC's Holdings


Currently, Hassell Wealth Management, LLC holds 26 types of securities in its portfolio with a total value $288.3M. In the most recent quarter, they have increased their positions in BNDX (+25.1K shares, valued at $1.2M), VCIT (+13.4K shares, valued at $1.1M), VCSH (+9.8K shares, valued at $787.0K); decreased their positions in DFAC (-5.4K shares, valued at $208.5K), VOO (-13 shares, valued at $8.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS239.5K shares0.99%2025-09-302025-11-06history
VEA VANGUARD TAX-MANAGED FDS458.0K shares1.44%2025-09-302025-11-06history
VCIT VANGUARD SCOTTSDALE FDS308.8K shares4.54%2025-09-302025-11-06history
BNDX VANGUARD CHARLOTTE FDS511.4K shares5.16%2025-09-302025-11-06history
DFSV DIMENSIONAL ETF TRUST746.5K shares2.29%2025-09-302025-11-06history
VCSH VANGUARD SCOTTSDALE FDS213.7K shares4.83%2025-09-302025-11-06history
VGIT VANGUARD SCOTTSDALE FDS284.3K shares4.69%2025-09-302025-11-06history
DFAC DIMENSIONAL ETF TRUST350.8K shares-1.52%2025-09-302025-11-06history
Sponsored
DFEM DIMENSIONAL ETF TRUST411.8K shares1.34%2025-09-302025-11-06history
DISV DIMENSIONAL ETF TRUST289.1K shares0.22%2025-09-302025-11-06history
DFAX DIMENSIONAL ETF TRUST213.7K shares0.01%2025-09-302025-11-06history
ITOT ISHARES TR41.8K shares0.67%2025-09-302025-11-06history
MUB ISHARES TR45.6K shares0.02%2025-09-302025-11-06history
VTEB VANGUARD MUN BD FDS75.7K shares0.11%2025-09-302025-11-06history
SPY SPDR S&P 500 ETF TR5.6K shares3.65%2025-09-302025-11-06history
IEFA ISHARES TR22.3K shares0.00%2025-09-302025-11-06history
Sponsored
VOO VANGUARD INDEX FDS2.9K shares-0.44%2025-09-302025-11-06history
VWO VANGUARD INTL EQUITY INDEX F28.9K shares1.94%2025-09-302025-11-06history
JPM JPMORGAN CHASE & CO.4.3K shares0.07%2025-09-302025-11-06history
RSP INVESCO EXCHANGE TRADED FD T5.8K shares0.07%2025-09-302025-11-06history
SPEM SPDR INDEX SHS FDS22.7K shares0.00%2025-09-302025-11-06history
IEMG ISHARES INC9.5K shares0.00%2025-09-302025-11-06history
AAPL APPLE INC1.9K shares12.08%2025-09-302025-11-06history
IVV ISHARES TR657 shares0.00%2025-09-302025-11-06history
Sponsored
XOM EXXON MOBIL CORP2.0K shares0.25%2025-09-302025-11-06history
COF CAPITAL ONE FINL CORP986 shares0.31%2025-09-302025-11-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available