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Hassell Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    houma, LA
  • Num holdings

    28

  • Value ($000)

    $298,029

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001965270
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$76.53M
26 %

238,546

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$28.87M
10 %

450,573

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$26.72M
9 %

762,655

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$26.18M
9 %

544,764

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$25.13M
8 %

303,730

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VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$18.22M
6 %

305,900

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$17.92M
6 %

226,101

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$13.93M
5 %

403,251

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$12.96M
4 %

333,506

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$10.74M
4 %

272,197

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