Hiley Hunt Wealth Management
CIK 2048051 · Holdings on Sep 30, 2026 · First reported Oct 8, 2026
Top ten holdings
Q3 2026- VTV15.72%
- DFCF12.49%
- VUG12.09%
- VCSH8.76%
- VEA7.02%
- DFIC7.01%
- DUSB5.47%
- IJH4.60%
- DFEM3.65%
- VWO3.63%
Share classes counted separately80.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VUGWeight increased · +0.57 pp11.52% → 12.09%Shares +6.73K (+1.99%)
- DUSBWeight increased · +0.44 pp5.03% → 5.47%Shares +27.87K (+11.11%)
- IJRWeight decreased · -0.30 pp3.93% → 3.63%Shares +1.52K (+2.27%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $40.46M | 15.72% | 187.26K shares | 15.72% → 15.72%+0.00 pp +4.68K (+2.56%) | Added | ↗▾ |
| 02 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $32.15M | 12.49% | 801.41K shares | 12.63% → 12.49%-0.14 pp +44.35K (+5.86%) | Added | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIMRNGSTR GRWT ETF View history and evidence | $31.11M | 12.09% | 345.30K shares | 11.52% → 12.09%+0.57 pp +6.73K (+1.99%) | Added | ↗▾ |
| 04 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $22.55M | 8.76% | 291.91K shares | 8.56% → 8.76%+0.20 pp +17.86K (+6.52%) | Added | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $18.08M | 7.02% | 256.01K shares | 7.05% → 7.02%-0.03 pp +5.44K (+2.17%) | Added | ↗▾ |
| 06 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $18.04M | 7.01% | 479.78K shares | 6.81% → 7.01%+0.20 pp +17.40K (+3.76%) | Added | ↗▾ |
| 07 | DUSBDIMENSION ULTRASHORT FI ETFULTR FIX INC ETF View history and evidence | $14.07M | 5.47% | 278.59K shares | 5.03% → 5.47%+0.44 pp +27.87K (+11.11%) | Added | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $11.83M | 4.60% | 164.45K shares | 4.87% → 4.60%-0.27 pp +4.54K (+2.84%) | Added | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $9.40M | 3.65% | 236.71K shares | 3.71% → 3.65%-0.06 pp +5.53K (+2.39%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $9.34M | 3.63% | 157.45K shares | 3.60% → 3.63%+0.03 pp +4.93K (+3.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UOCT INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -5,118 | -$210.40K | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | -494 | -$207.78K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2048051 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 8, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 257359384
}Research all 49 reported holdings.
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