Hassell Wealth Management, LLC
Q3 2025 13F Holdings
- Locationhouma, LA
- Num holdings
26
- Value ($000)
$288,257
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001965270
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $78.59 M | 27 % | 239,487 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $27.44 M | 10 % | 457,965 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $25.97 M | 9 % | 308,768 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $25.30 M | 9 % | 511,441 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $23.77 M | 8 % | 746,535 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.08 M | 6 % | 213,720 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $17.06 M | 6 % | 284,251 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $13.53 M | 5 % | 350,793 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $13.21 M | 5 % | 411,788 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.32 M | 4 % | 289,095 |
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