Hassell Wealth Management, LLC
Q4 2025 13F Holdings
- Locationhouma, LA
- Num holdings
26
- Value ($000)
$299,042
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $79.77M | 27 % | 233,348 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $29.47M | 10 % | 452,390 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $26.53M | 9 % | 316,696 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $26.25M | 9 % | 751,660 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $26.16M | 9 % | 538,947 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.59M | 6 % | 220,574 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $17.54M | 6 % | 293,345 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $13.93M | 5 % | 401,317 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $13.58M | 5 % | 333,783 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.91M | 4 % | 275,842 |
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