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

Currently, Hiley Hunt Wealth Management holds 49 types of securities in its portfolio with a total value $253.1M. In the most recent quarter, they have increased their positions in VUG (+282.9K shares, valued at $24.4M), DFCF (+39.1K shares, valued at $1.6M), VCSH (+19.6K shares, valued at $1.5M); decreased their positions in DFEM (-5.8K shares, valued at $234.5K), EFA (-1.7K shares, valued at $178.9K), EALT (-2.8K shares, valued at $98.7K); initiated new positions in UOCT (+5.1K shares, valued at $210.4K), TSLA (+494 shares, valued at $207.8K).

1M P&L

+1.2M+0.48%

3M P&L

+4.1M+1.68%

HY P&L

-136.0M-35.35%

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/A240.6M

95.7%

2INSURANCE - DIVERSIFIED3.4M

1.4%

3Railroads1.5M

0.6%

Top Industries by Stock Count

1N/A33 stocks

71.7%

2Internet Content & Information1 stocks

2.2%

3Internet Retail1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS182.6K shares2.50%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST757.1K shares5.44%2026-06-302026-07-07

VUG VANGUARD INDEX FDS338.6K shares507.88%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS274.1K shares7.70%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS250.6K shares-0.19%2026-06-302026-07-07

DFIC DIMENSIONAL ETF TRUST462.4K shares1.41%2026-06-302026-07-07

DUSB DIMENSIONAL ETF TRUST250.7K shares8.22%2026-06-302026-07-07

IJH ISHARES TR159.9K shares2.59%2026-06-302026-07-07

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IJR ISHARES TR67.1K shares-0.12%2026-06-302026-07-07

DFEM DIMENSIONAL ETF TRUST231.2K shares-2.44%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F152.5K shares2.52%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST77.0K shares2.90%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS78.2K shares5.95%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL6.9K shares-0.52%2026-06-302026-07-07

DFNM DIMENSIONAL ETF TRUST51.9K shares0.33%2026-06-302026-07-07

DFAU DIMENSIONAL ETF TRUST40.8K shares-0.62%2026-06-302026-07-07

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EFA ISHARES TR20.0K shares-7.94%2026-06-302026-07-07

UNP UNION PAC CORP5.4K shares-0.41%2026-06-302026-07-07

VB VANGUARD INDEX FDS4.7K shares0.02%2026-06-302026-07-07

AAPL APPLE INC4.7K shares-0.32%2026-06-302026-07-07

VOOG VANGUARD ADMIRAL FDS INC15.7K shares490.21%2026-06-302026-07-07

VO VANGUARD INDEX FDS15.7K shares295.83%2026-06-302026-07-07

UJAN INNOVATOR ETFS TRUST24.4K shares0.00%2026-06-302026-07-07

MSFT MICROSOFT CORP2.7K shares3.13%2026-06-302026-07-07

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T917 shares-5.56%2026-06-302026-07-07

SPYG SPDR SERIES TRUST5.6K shares-0.89%2026-06-302026-07-07

MUB ISHARES TR5.9K shares61.07%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION674 shares0.15%2026-06-302026-07-07

IWF ISHARES TR4.7K shares300.00%2026-06-302026-07-07

WMT WALMART INC5.1K shares0.02%2026-06-302026-07-07

IVW ISHARES TR4.2K shares-0.93%2026-06-302026-07-07

PSLV SPROTT ASSET MANAGEMENT LP29.4K shares20.38%2026-06-302026-07-07

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USB US BANCORP8.6K shares0.00%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS6.5K shares1.97%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON1.9K shares0.27%2026-06-302026-07-07

GOOGL ALPHABET INC1.3K shares-2.07%2026-06-302026-07-07

VMI VALMONT INDS INC787 shares0.00%2026-06-302026-07-07

APOC INNOVATOR ETFS TRUST15.1K shares-3.10%2026-06-302026-07-07

ISHARES TR ISHARES TR509 shares0.00%2026-06-302026-07-07

ESML ISHARES TR6.3K shares0.13%2026-06-302026-07-07

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EALT INNOVATOR ETFS TRUST9.5K shares-22.39%2026-06-302026-07-07

AMZN AMAZON COM INC1.2K shares9.52%2026-06-302026-07-07

EEM ISHARES TR4.1K shares0.52%2026-06-302026-07-07

VOO VANGUARD INDEX FDS395 shares9.12%2026-06-302026-07-07

KO COCA COLA CO3.2K shares0.60%2026-06-302026-07-07

JEPI J P MORGAN EXCHANGE TRADED F3.8K shares1.83%2026-06-302026-07-07

EPD ENTERPRISE PRODS PARTNERS L5.8K shares0.00%2026-06-302026-07-07

UOCT INNOVATOR ETFS TRUST5.1K sharesnew addition2026-06-302026-07-07

Sponsored

TSLA TESLA INC494 sharesnew addition2026-06-302026-07-07

VTV

VANGUARD INDEX FDS

2.50%

Shares182.6K

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

5.44%

Shares757.1K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

507.88%

Shares338.6K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

7.70%

Shares274.1K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

-0.19%

Shares250.6K

Event2026-06-30

Filed2026-07-07

DFIC

DIMENSIONAL ETF TRUST

1.41%

Shares462.4K

Event2026-06-30

Filed2026-07-07

DUSB

DIMENSIONAL ETF TRUST

8.22%

Shares250.7K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

2.59%

Shares159.9K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-0.12%

Shares67.1K

Event2026-06-30

Filed2026-07-07

DFEM

DIMENSIONAL ETF TRUST

-2.44%

Shares231.2K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

2.52%

Shares152.5K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

2.90%

Shares77.0K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

5.95%

Shares78.2K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.52%

Shares6.9K

Event2026-06-30

Filed2026-07-07

DFNM

DIMENSIONAL ETF TRUST

0.33%

Shares51.9K

Event2026-06-30

Filed2026-07-07

DFAU

DIMENSIONAL ETF TRUST

-0.62%

Shares40.8K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

-7.94%

Shares20.0K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

-0.41%

Shares5.4K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-0.32%

Shares4.7K

Event2026-06-30

Filed2026-07-07

VOOG

VANGUARD ADMIRAL FDS INC

490.21%

Shares15.7K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

295.83%

Shares15.7K

Event2026-06-30

Filed2026-07-07

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

3.13%

Shares2.7K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

-5.56%

Shares917

Event2026-06-30

Filed2026-07-07

SPYG

SPDR SERIES TRUST

-0.89%

Shares5.6K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

61.07%

Shares5.9K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.15%

Shares674

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

300.00%

Shares4.7K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

0.02%

Shares5.1K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-0.93%

Shares4.2K

Event2026-06-30

Filed2026-07-07

PSLV

SPROTT ASSET MANAGEMENT LP

20.38%

Shares29.4K

Event2026-06-30

Filed2026-07-07

USB

US BANCORP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

1.97%

Shares6.5K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

0.27%

Shares1.9K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-2.07%

Shares1.3K

Event2026-06-30

Filed2026-07-07

VMI

VALMONT INDS INC

0.00%

Shares787

Event2026-06-30

Filed2026-07-07

APOC

INNOVATOR ETFS TRUST

-3.10%

Shares15.1K

Event2026-06-30

Filed2026-07-07

ISHARES TR

0.00%

Shares509

Event2026-06-30

Filed2026-07-07

ESML

ISHARES TR

0.13%

Shares6.3K

Event2026-06-30

Filed2026-07-07

EALT

INNOVATOR ETFS TRUST

-22.39%

Shares9.5K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

9.52%

Shares1.2K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

0.52%

Shares4.1K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

9.12%

Shares395

Event2026-06-30

Filed2026-07-07

COCA COLA CO

0.60%

Shares3.2K

Event2026-06-30

Filed2026-07-07

JEPI

J P MORGAN EXCHANGE TRADED F

1.83%

Shares3.8K

Event2026-06-30

Filed2026-07-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-07

UOCT

INNOVATOR ETFS TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

New

Shares494

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available