Hartmann Taylor Wealth Management, LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
51
- Value ($000)
$111,573
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002058267
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $15.33M | 14 % | 88,759 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.65M | 9 % | 281,622 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.48M | 9 % | 266,019 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $9.03M | 8 % | 291,584 | ||
CGMU CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | $5.63M | 5 % | 209,814 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.45M | 5 % | 87,830 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.05M | 5 % | 83,173 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $4.90M | 4 % | 227,679 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.14M | 4 % | 18,678 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $3.80M | 3 % | 14,795 |
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