Hassell Wealth Management, LLC
Q4 2024 13F Holdings
- Locationhouma, LA
- Num holdings
26
- Value ($000)
$248,096
- Date Filed01/30/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $66.50M | 27 % | 221,927 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.72M | 9 % | 435,540 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $20.86M | 8 % | 258,105 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $20.75M | 8 % | 423,497 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $20.32M | 8 % | 638,624 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $16.40M | 7 % | 457,610 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $13.98M | 6 % | 178,187 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $13.87M | 6 % | 237,790 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $9.78M | 4 % | 374,354 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $7.53M | 3 % | 275,344 |
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