Hartmann Taylor Wealth Management, LLC
CIK 2058267 · Holdings on Mar 31, 2025 · First reported Apr 24, 2025
Top ten holdings
Q1 2025- VTV13.74%
- CGGR8.65%
- CGDV8.50%
- CGBL8.10%
- CGMU5.04%
- VXUS4.89%
- VEU4.52%
- SCHB4.39%
- VB3.71%
- VV3.41%
Share classes counted separately64.95%
Portfolio value by quarter
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-AUIVALUE ETF View history and evidence | $15.33M | 13.74% | 88.76K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $9.65M | 8.65% | 281.62K shares | Prior unavailable — | — | ↗▾ |
| 03 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $9.48M | 8.50% | 266.02K shares | Prior unavailable — | — | ↗▾ |
| 04 | CGBLCAP GROUP CORE BALANCEDSHS View history and evidence | $9.03M | 8.10% | 291.58K shares | Prior unavailable — | — | ↗▾ |
| 05 | CGMUCAP GROUP MUNICIPAL INCOMEMUNICIPAL INCOME View history and evidence | $5.63M | 5.04% | 209.81K shares | Prior unavailable — | — | ↗▾ |
| 06 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $5.45M | 4.89% | 87.83K shares | Prior unavailable — | — | ↗▾ |
| 07 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $5.05M | 4.52% | 83.17K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $4.90M | 4.39% | 227.68K shares | Prior unavailable — | — | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $4.14M | 3.71% | 18.68K shares | Prior unavailable — | — | ↗▾ |
| 10 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $3.80M | 3.41% | 14.79K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2058267 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 111573218
}Research all 51 reported holdings.
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