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The Analysis of Hiley Hunt Wealth Management's Holdings & P&L

Currently, Hiley Hunt Wealth Management holds 47 types of securities in its portfolio with a total value $226.7M. In the most recent quarter, they have increased their positions in DFCF (+30.2K shares, valued at $1.3M), VCSH (+11.2K shares, valued at $891.2K), VTV (+3.5K shares, valued at $686.3K); decreased their positions in EALT (-5.5K shares, valued at $186.3K), SPY (-224 shares, valued at $145.7K), AAPL (-395 shares, valued at $100.2K); initiated new positions in PSLV (+24.4K shares, valued at $595.8K), EPD (+5.8K shares, valued at $221.1K), JEPI (+3.8K shares, valued at $213.7K).

1M P&L

+3.6M+1.52%

3M P&L

-135.3M-36.19%

HY P&L

-124.1M-34.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A216.1M

97.0%

2Railroads1.3M

0.6%

3Discount Stores1.3M

0.6%

Top Industries by Stock Count

1N/A33 stocks

75.0%

2Discount Stores2 stocks

4.5%

3Internet Retail1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS178.1K shares2.00%2026-03-312026-04-06

DFCF DIMENSIONAL ETF TRUST718.0K shares4.39%2026-03-312026-04-06

VUG VANGUARD INDEX FDS55.7K shares1.64%2026-03-312026-04-06

VCSH VANGUARD SCOTTSDALE FDS254.5K shares4.62%2026-03-312026-04-06

DFIC DIMENSIONAL ETF TRUST455.9K shares1.58%2026-03-312026-04-06

VEA VANGUARD TAX-MANAGED FDS251.0K shares0.91%2026-03-312026-04-06

DUSB DIMENSIONAL ETF TRUST231.7K shares4.67%2026-03-312026-04-06

IJH ISHARES TR155.9K shares2.57%2026-03-312026-04-06

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IJR ISHARES TR67.2K shares1.41%2026-03-312026-04-06

DFEM DIMENSIONAL ETF TRUST236.9K shares2.83%2026-03-312026-04-06

VWO VANGUARD INTL EQUITY INDEX F148.8K shares1.62%2026-03-312026-04-06

BND VANGUARD BD INDEX FDS73.8K shares0.59%2026-03-312026-04-06

DFAS DIMENSIONAL ETF TRUST74.8K shares4.10%2026-03-312026-04-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares-0.69%2026-03-312026-04-06

DFNM DIMENSIONAL ETF TRUST51.7K shares5.39%2026-03-312026-04-06

EFA ISHARES TR21.7K shares-1.62%2026-03-312026-04-06

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DFAU DIMENSIONAL ETF TRUST41.1K shares4.00%2026-03-312026-04-06

UNP UNION PAC CORP5.4K shares-0.51%2026-03-312026-04-06

VB VANGUARD INDEX FDS4.7K shares-0.61%2026-03-312026-04-06

AAPL APPLE INC4.7K shares-7.70%2026-03-312026-04-06

VO VANGUARD INDEX FDS4.0K shares0.38%2026-03-312026-04-06

VOOG VANGUARD ADMIRAL FDS INC2.7K shares0.08%2026-03-312026-04-06

UJAN INNOVATOR ETFS TRUST24.4K shares90.14%2026-03-312026-04-06

MSFT MICROSOFT CORP2.6K shares-0.56%2026-03-312026-04-06

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COST COSTCO WHSL CORP NEW673 shares0.15%2026-03-312026-04-06

SPY SPDR S&P 500 ETF TR971 shares-18.74%2026-03-312026-04-06

WMT WALMART INC5.1K shares0.02%2026-03-312026-04-06

PSLV SPROTT ASSET MANAGEMENT LP24.4K sharesnew addition2026-03-312026-04-06

SPYG SPDR SERIES TRUST5.6K shares0.04%2026-03-312026-04-06

IWF ISHARES TR1.2K shares-1.83%2026-03-312026-04-06

BSV VANGUARD BD INDEX FDS6.4K shares1.49%2026-03-312026-04-06

IVW ISHARES TR4.2K shares-0.47%2026-03-312026-04-06

Sponsored

JNJ JOHNSON & JOHNSON1.9K shares0.22%2026-03-312026-04-06

USB US BANCORP DEL8.6K shares0.00%2026-03-312026-04-06

EALT INNOVATOR ETFS TRUST12.3K shares-31.09%2026-03-312026-04-06

APOC INNOVATOR ETFS TRUST15.6K shares-1.26%2026-03-312026-04-06

MUB ISHARES TR3.7K shares-0.78%2026-03-312026-04-06

ALPHABET INC ALPHABET INC1.4K shares0.07%2026-03-312026-04-06

IVV ISHARES TR509 shares-14.02%2026-03-312026-04-06

VMI VALMONT INDS INC787 shares0.13%2026-03-312026-04-06

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ESML ISHARES TR6.3K shares0.16%2026-03-312026-04-06

KO COCA COLA CO3.2K shares0.00%2026-03-312026-04-06

EEM ISHARES TR4.0K shares0.00%2026-03-312026-04-06

AMZN AMAZON COM INC1.1K shares2.15%2026-03-312026-04-06

EPD ENTERPRISE PRODS PARTNERS L5.8K sharesnew addition2026-03-312026-04-06

VANGUARD INDEX FDS VANGUARD INDEX FDS362 shares0.56%2026-03-312026-04-06

JEPI J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2026-03-312026-04-06

VTV

VANGUARD INDEX FDS

2.00%

Shares178.1K

Event2026-03-31

Filed2026-04-06

DFCF

DIMENSIONAL ETF TRUST

4.39%

Shares718.0K

Event2026-03-31

Filed2026-04-06

VUG

VANGUARD INDEX FDS

1.64%

Shares55.7K

Event2026-03-31

Filed2026-04-06

VCSH

VANGUARD SCOTTSDALE FDS

4.62%

Shares254.5K

Event2026-03-31

Filed2026-04-06

DFIC

DIMENSIONAL ETF TRUST

1.58%

Shares455.9K

Event2026-03-31

Filed2026-04-06

VEA

VANGUARD TAX-MANAGED FDS

0.91%

Shares251.0K

Event2026-03-31

Filed2026-04-06

DUSB

DIMENSIONAL ETF TRUST

4.67%

Shares231.7K

Event2026-03-31

Filed2026-04-06

IJH

ISHARES TR

2.57%

Shares155.9K

Event2026-03-31

Filed2026-04-06

IJR

ISHARES TR

1.41%

Shares67.2K

Event2026-03-31

Filed2026-04-06

DFEM

DIMENSIONAL ETF TRUST

2.83%

Shares236.9K

Event2026-03-31

Filed2026-04-06

VWO

VANGUARD INTL EQUITY INDEX F

1.62%

Shares148.8K

Event2026-03-31

Filed2026-04-06

BND

VANGUARD BD INDEX FDS

0.59%

Shares73.8K

Event2026-03-31

Filed2026-04-06

DFAS

DIMENSIONAL ETF TRUST

4.10%

Shares74.8K

Event2026-03-31

Filed2026-04-06

BERKSHIRE HATHAWAY INC DEL

-0.69%

Shares6.9K

Event2026-03-31

Filed2026-04-06

DFNM

DIMENSIONAL ETF TRUST

5.39%

Shares51.7K

Event2026-03-31

Filed2026-04-06

EFA

ISHARES TR

-1.62%

Shares21.7K

Event2026-03-31

Filed2026-04-06

DFAU

DIMENSIONAL ETF TRUST

4.00%

Shares41.1K

Event2026-03-31

Filed2026-04-06

UNP

UNION PAC CORP

-0.51%

Shares5.4K

Event2026-03-31

Filed2026-04-06

VANGUARD INDEX FDS

-0.61%

Shares4.7K

Event2026-03-31

Filed2026-04-06

AAPL

APPLE INC

-7.70%

Shares4.7K

Event2026-03-31

Filed2026-04-06

VANGUARD INDEX FDS

0.38%

Shares4.0K

Event2026-03-31

Filed2026-04-06

VOOG

VANGUARD ADMIRAL FDS INC

0.08%

Shares2.7K

Event2026-03-31

Filed2026-04-06

UJAN

INNOVATOR ETFS TRUST

90.14%

Shares24.4K

Event2026-03-31

Filed2026-04-06

MSFT

MICROSOFT CORP

-0.56%

Shares2.6K

Event2026-03-31

Filed2026-04-06

COST

COSTCO WHSL CORP NEW

0.15%

Shares673

Event2026-03-31

Filed2026-04-06

SPY

SPDR S&P 500 ETF TR

-18.74%

Shares971

Event2026-03-31

Filed2026-04-06

WMT

WALMART INC

0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-06

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares24.4K

Event2026-03-31

Filed2026-04-06

SPYG

SPDR SERIES TRUST

0.04%

Shares5.6K

Event2026-03-31

Filed2026-04-06

IWF

ISHARES TR

-1.83%

Shares1.2K

Event2026-03-31

Filed2026-04-06

BSV

VANGUARD BD INDEX FDS

1.49%

Shares6.4K

Event2026-03-31

Filed2026-04-06

IVW

ISHARES TR

-0.47%

Shares4.2K

Event2026-03-31

Filed2026-04-06

JNJ

JOHNSON & JOHNSON

0.22%

Shares1.9K

Event2026-03-31

Filed2026-04-06

USB

US BANCORP DEL

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-06

EALT

INNOVATOR ETFS TRUST

-31.09%

Shares12.3K

Event2026-03-31

Filed2026-04-06

APOC

INNOVATOR ETFS TRUST

-1.26%

Shares15.6K

Event2026-03-31

Filed2026-04-06

MUB

ISHARES TR

-0.78%

Shares3.7K

Event2026-03-31

Filed2026-04-06

ALPHABET INC

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-06

IVV

ISHARES TR

-14.02%

Shares509

Event2026-03-31

Filed2026-04-06

VMI

VALMONT INDS INC

0.13%

Shares787

Event2026-03-31

Filed2026-04-06

ESML

ISHARES TR

0.16%

Shares6.3K

Event2026-03-31

Filed2026-04-06

COCA COLA CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-06

EEM

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-06

AMZN

AMAZON COM INC

2.15%

Shares1.1K

Event2026-03-31

Filed2026-04-06

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.8K

Event2026-03-31

Filed2026-04-06

VANGUARD INDEX FDS

0.56%

Shares362

Event2026-03-31

Filed2026-04-06

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares3.8K

Event2026-03-31

Filed2026-04-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available