account_balance
Investment manager · 13F filer · SEC CIK 2058267
Hartmann Taylor Wealth Management, LLC
Reported value$178Mas of Sep 30, 2026
Positions61 10 new, 3 sold out
Top 10 weight66.9%VTV alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
13.2%Added +2%
CGGRCapital Group Growth ETF
12.5%Added +15%
CGDVCapital Group Dividend Value
9.9%Added +11%
CGBLCapital Group Core Balanced
7.2%Added +6%
VEUVanguard Intl Equity Index F
5.6%Added +7%
CGMUCapital GRP Fixed Incm ETF T
4.7%
VXUSVanguard Star FDS
4.5%Added +3%
SCHBSchwab Strategic Tr
3.7%Trimmed −2%
VBVanguard Index FDS
2.8%
DFASDimensional ETF Trust
2.8%
AAPLApple Inc.
2.1%
DFACDimensional ETF Trust
2.0%
VTVVanguard Index FDS
13.2%Added +2%
CGGRCapital Group Growth ETF
12.5%Added +15%
CGDVCapital Group Dividend Value
9.9%+11%
CGBLCapital Group Core Balanced
7.2%+6%
VEUVanguard Intl Equity Index F
5.6%+7%
CGMUCapital GRP Fixed Incm ETF T
4.7%
VXUSVanguard Star FDS
4.5%
SCHB3.7%
VB
DFAS
AAPLDFAC
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
VTV Vanguard Index FDS 13.2% Added +2%
CGGR Capital Group Growth ETF 12.5% Added +15%
CGDV Capital Group Dividend Value 9.9% Added +11%
CGBL Capital Group Core Balanced 7.2% Added +6%
VEU Vanguard Intl Equity Index F 5.6% Added +7%
CGMU Capital GRP Fixed Incm ETF T 4.7% Held
VXUS Vanguard Star FDS 4.5% Added +3%
SCHB Schwab Strategic Tr 3.7% Trimmed −2%
VB Vanguard Index FDS 2.8% Added +3%
DFAS Dimensional ETF Trust 2.8% Added +30%
AAPL Apple Inc. 2.1% HeldDFAC Dimensional ETF Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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