| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF | 7 | Q2 2024 | 13.3% |
| Dimensional World ex U.S. Core Equity 2 ETF | 7 | Q2 2024 | 14.1% |
| CBRE GROUP INC | 7 | Q2 2024 | 10.9% |
| Avantis U.S. Equity ETF | 7 | Q2 2024 | 8.2% |
| Dimensional International Core Equity 2 ETF | 7 | Q2 2024 | 7.8% |
| Avantis International Equity ETF | 7 | Q2 2024 | 6.8% |
| Vanguard Short Term Bond Index ETF | 7 | Q2 2024 | 5.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.4% |
| ISHARES TR | 7 | Q2 2024 | 4.9% |
| Vanguard Value Index Fund ETF | 7 | Q2 2024 | 3.6% |
View HTG Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-13 |
View HTG Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.