23 is the total number of securities Hassell Wealth Management, LLC has owned. The longest Hassell Wealth Management, LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VTI | VANGUARD INDEX FDS | 4 | 4 | 27.86% | 30.51% | 32.41% | Q4 2022 | Q3 2023 | 4 |
| DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 9.39% | 10.94% | 13.27% | Q4 2022 | Q3 2023 | 4 |
| VEA | VANGUARD TAX-MANAGED FDS | 4 | 4 | 9.66% | 10.58% | 11.05% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 8.25% | 8.87% | 9.47% | Q4 2022 | Q3 2023 | 4 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 7.00% | 7.65% | 8.33% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 4.43% | 5.41% | 6.73% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 4.16% | 4.57% | 4.85% | Q4 2022 | Q3 2023 | 4 | |
| MUB | ISHARES TR | 4 | 4 | 3.35% | 3.57% | 3.78% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 3.17% | 3.50% | 3.66% | Q4 2022 | Q3 2023 | 4 | |
| ITOT | ISHARES TR | 4 | 4 | 3.06% | 3.18% | 3.30% | Q4 2022 | Q3 2023 | 4 |
| SPY | SPDR S&P 500 ETF TR | 4 | 4 | 2.10% | 2.13% | 2.17% | Q4 2022 | Q3 2023 | 4 |
| SUB | ISHARES TR | 4 | 4 | 1.34% | 1.41% | 1.47% | Q4 2022 | Q3 2023 | 4 |
| IEFA | ISHARES TR | 4 | 4 | 1.06% | 1.10% | 1.13% | Q4 2022 | Q3 2023 | 4 |
| VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.48% | 0.79% | 0.92% | Q4 2022 | Q3 2023 | 4 |
| RSP | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.57% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
| JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
| IEMG | ISHARES INC | 4 | 4 | 0.34% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
| XSD | SPDR SER TR | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
| XOM | EXXON MOBIL CORP | 4 | 4 | 0.21% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
| VTIP | VANGUARD MALVERN FDS | 3 | 3 | 3.48% | 3.83% | 4.04% | Q4 2022 | Q2 2023 | 3 |
| VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 3.69% | 3.69% | 3.69% | Q3 2023 | Q3 2023 | 1 |
| SPEM | SPDR INDEX SHS FDS | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
| FHN | FIRST HORIZON CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and VANGUARD TAX-MANAGED FDS, are the highest-conviction holdings of Hassell Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Hassell Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hassell Wealth Management, LLC owns currently or has owned in the past.