account_balance
Investment manager · 13F filer · SEC CIK 1965270
Hassell Wealth Management, LLC
Reported value$332Mas of Sep 30, 2026
Positions28 0 new, 1 sold out
Top 10 weight83.6%VTI alone is 28%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
27.9%
VEAVanguard Tax-Managed FDS
9.8%
DFSVDfa Invt Dimensions Group In
8.8%
BNDXVanguard Charlotte FDS
7.3%Trimmed −3%
VCITVanguard Scottsdale FDS
6.1%Trimmed −5%
VGITVanguard Scottsdale FDS
5.5%Added +2%
VCSHVanguard Scottsdale FDS
5.3%
DFEMDimensional ETF Trust
4.9%
DFACDimensional ETF Trust
4.4%
DISVDimensional ETF Trust
3.7%
VTEIVanguard Mun Bd FDS
2.4%+58%
DFAXDimensional ETF Trust
2.2%
VTIVanguard Index FDS
27.9%
VEAVanguard Tax-Managed FDS
9.8%
DFSVDfa Invt Dimensions Group In
8.8%
BNDXVanguard Charlotte FDS
7.3%
VCITVanguard Scottsdale FDS
6.1%−5%
VGITVanguard Scottsdale FDS
5.5%
VCSHVanguard Scottsdale FDS
5.3%
DFEM4.9%
DFAC
DISV
VTEI
DFAX
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
VTI Vanguard Index FDS 27.9% Held
VEA Vanguard Tax-Managed FDS 9.8% Held
DFSV Dfa Invt Dimensions Group In 8.8% Held
BNDX Vanguard Charlotte FDS 7.3% Trimmed −3%
VCIT Vanguard Scottsdale FDS 6.1% Trimmed −5%
VGIT Vanguard Scottsdale FDS 5.5% Added +2%
VCSH Vanguard Scottsdale FDS 5.3% Held
DFEM Dimensional ETF Trust 4.9% Held
DFAC Dimensional ETF Trust 4.4% Held
DISV Dimensional ETF Trust 3.7% Held
VTEI Vanguard Mun Bd FDS 2.4% Added +58%
DFAX Dimensional ETF Trust 2.2% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- DFGX +68%
- VTEI +58%
- VGSH +37%
- VWO +11%
arrow_downwardTrimmed
- VCIT −5%
- BNDX −3%
remove_circleSold out
- VTEB $749K
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