Hassell Wealth Management, LLC
Q1 2025 13F Holdings
- Locationhouma, LA
- Num holdings
25
- Value ($000)
$234,328
- Date Filed04/16/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $60.34M | 26 % | 228,440 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $22.24M | 10 % | 453,203 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $22.07M | 9 % | 275,638 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.97M | 9 % | 439,508 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $17.51M | 8 % | 685,219 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.96M | 6 % | 253,428 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $14.88M | 6 % | 190,175 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $11.72M | 5 % | 372,739 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.13M | 4 % | 395,561 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.16M | 4 % | 284,842 |
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