account_balance
Investment manager · 13F filer · SEC CIK 1963875
HTG Investment Advisors, Inc.
Reported value$407Mas of Sep 30, 2026
Positions90 5 new, 3 sold out
Top 10 weight61.0%AVUS alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAmerican Centy ETF Tr
10.5%Added +13%
DFACDimensional ETF Trust
9.5%
AVDEAmerican Centy ETF Tr
7.1%Added +5%
DFICDimensional ETF Trust
6.9%
VCSHVanguard Scottsdale FDS
5.6%Added +54%
DFAXDimensional ETF Trust
5.4%
HELOJ P Morgan Exchange Traded F
4.6%
VUSBVanguard Bd Index FDS
4.3%Added +29%
VTVVanguard Index FDS
3.7%
CBRECBRE Group, Inc.
3.4%
DFEMDimensional ETF Trust
3.0%
VUGVanguard Index FDS
2.9%Added +4%
AVUSAmerican Centy ETF Tr
10.5%Added +13%
DFACDimensional ETF Trust
9.5%
AVDEAmerican Centy ETF Tr
7.1%Added +5%
DFICDimensional ETF Trust
6.9%
VCSHVanguard Scottsdale FDS
5.6%+54%
DFAXDimensional ETF Trust
5.4%
HELOJ P Morgan Exchange Traded F
4.6%
VUSBVanguard Bd Index FDS
4.3%
VTVVanguard Index FDS
3.7%
DFEM
VUG2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUS American Centy ETF Tr 10.5% Added +13%
DFAC Dimensional ETF Trust 9.5% Held
AVDE American Centy ETF Tr 7.1% Added +5%
DFIC Dimensional ETF Trust 6.9% Held
VCSH Vanguard Scottsdale FDS 5.6% Added +54%
DFAX Dimensional ETF Trust 5.4% Held
HELO J P Morgan Exchange Traded F 4.6% Held
VUSB Vanguard Bd Index FDS 4.3% Added +29%
VTV Vanguard Index FDS 3.7% Held
CBRE CBRE Group, Inc. 3.4% HeldDFEM Dimensional ETF Trust 3.0% Held
VUG Vanguard Index FDS 2.9% Added +4%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.