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Hiley Hunt Wealth Management
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $257,359,384
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $40,463,882
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $32,152,613
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $31,114,972
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $22,549,715
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $18,076,693
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $18,044,417
- DIMENSIONAL ETF TRUST · ULTR FIX INC ETF · 25434V591 · shares: $14,066,155
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $11,832,240
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $9,402,157
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $9,338,297
Reported holdings
49 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 187,263 shares | $40,463,882 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 801,411 shares | $32,152,613 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 345,300 shares | $31,114,972 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 291,906 shares | $22,549,715 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 256,008 shares | $18,076,693 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 479,777 shares | $18,044,417 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 278,593 shares | $14,066,155 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 164,451 shares | $11,832,240 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 236,711 shares | $9,402,157 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 157,449 shares | $9,338,297 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 68,621 shares | $9,335,188 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 80,433 shares | $6,227,123 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 77,465 shares | $5,434,144 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 6,855 shares | $3,413,447 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 52,074 shares | $2,396,946 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 19,629 shares | $2,039,302 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 38,920 shares | $2,037,877 |
| APPLE INC | COM | 037833100 | — | 4,439 shares | $1,478,279 |
| UNION PAC CORP | COM | 907818108 | — | 5,378 shares | $1,463,610 |
| MICROSOFT CORP | COM | 594918104 | — | 2,590 shares | $1,328,563 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 15,396 shares | $1,316,034 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 4,508 shares | $1,282,436 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 15,774 shares | $1,236,999 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C300 | — | 24,384 shares | $1,131,418 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 5,577 shares | $686,441 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 677 shares | $616,411 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 5,952 shares | $601,789 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 4,732 shares | $592,730 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 4,149 shares | $590,239 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 757 shares | $577,370 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 29,408 shares | $569,633 |
| WALMART INC | COM | 931142103 | — | 5,082 shares | $528,155 |
| INNOVATOR ETFS TRUST | EQUI DEF PRO APR | 45784N882 | — | 18,715 shares | $498,568 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,870 shares | $494,987 |
| US BANCORP | COM NEW | 902973304 | — | 8,562 shares | $494,541 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,170 shares | $402,745 |
| VALMONT INDS INC | COM | 920253101 | — | 787 shares | $364,257 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 6,346 shares | $330,012 |
| AMAZON COM INC | COM | 023135106 | — | 1,222 shares | $304,461 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C649 | — | 6,946 shares | $291,940 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 376 shares | $288,263 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 4,967 shares | $279,233 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 393 shares | $275,717 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 4,064 shares | $271,402 |
| COCA COLA CO | COM | 191216100 | — | 3,060 shares | $263,372 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 3,357 shares | $256,501 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 585 shares | $208,558 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 5,842 shares | $208,034 |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | 45783Y475 | — | 5,515 shares | $201,518 |