| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 32.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.3% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 11.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.5% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 8.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.9% |
| ISHARES TR | 4 | Q3 2023 | 3.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 3.3% |
View Hassell Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-15 |
View Hassell Wealth Management, LLC'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.