account_balance
Investment manager · 13F filer · SEC CIK 1966094
Gross & Hartman Investments LLC
Reported value$231Mas of Sep 30, 2026
Positions75 4 new, 9 sold out
Top 10 weight78.0%VTI alone is 21%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
21.1%
VCRBVanguard Core Bond ETF
13.7%Added +19%
SUBiShares Short-Term National Muni Bond ETF
8.4%Trimmed −34%
VBILVanguard 0-3 Month Treasury Bill ETF
7.8%Added +3%
VYMVanguard High Dividend Yield Index Fund ETF Shares
5.9%
ENFRAlerian Energy Infrastructure ETF
5.8%Added +2%
VONGVanguard Russell 1000 Growth Index Fund ETF Shares
4.7%
FNDXSchwab Fundamental U.S. Large Company ETF
4.6%Added +10%
DFAIDimensional International Core Equity Market ETF
3.4%New
VOOGVanguard S&P 500 Growth Index Fund ETF Shares
2.6%
VYMIVanguard International High Dividend Yield Index Fund ETF Shares
2.4%
VGSH2.2%
VTIVanguard Morningstar Total Stock Market ETF
21.1%
VCRBVanguard Core Bond ETF
13.7%+19%
SUBiShares Short-Term National Muni Bond ETF
8.4%−34%
VBILVanguard 0-3 Month Treasury Bill ETF
7.8%+3%
VYMVanguard High Dividend Yield Index Fund ETF Shares
5.9%
ENFRAlerian Energy Infrastructure ETF
5.8%
VONGVanguard Russell 1000 Growth Index Fund ETF Shares
4.7%
FNDX4.6%
DFAI
VOOG
VYMI
VGSH
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 Morningstar Total Stock Market ETF 21.1% Held
VCRB Vanguard Core Bond ETF 13.7% Added +19%
SUB iShares Short-Term National Muni Bond ETF 8.4% Trimmed −34%
VBIL Vanguard 0-3 Month Treasury Bill ETF 7.8% Added +3%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 5.9% Held
ENFR Alerian Energy Infrastructure ETF 5.8% Added +2%
VONG Vanguard Russell 1000 Growth Index Fund ETF Shares 4.7% Held
FNDX Schwab Fundamental U.S. Large Company ETF 4.6% Added +10%
DFAI Dimensional International Core Equity Market ETF 3.4% New
VOOG Vanguard S&P 500 Growth Index Fund ETF Shares 2.6% Trimmed −3%
VYMI Vanguard International High Dividend Yield Index Fund ETF Shares 2.4% Held
VGSH Vanguard Short-Term Treasury Index Fund ETF Shares 2.2% New
What changed
Biggest moves since Jun 30, 2026
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