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Jason Hiley

@Hiley Hunt Wealth Management

Latest period2024 - Q4ReportedManaged Assets$180.234MTotal holdings39
Assets growth rate3.26%Assets growth rate (2-Q avg)5.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hiley Hunt Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Hiley Hunt Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 180.234M in assets, with a quarterly growth rate of 3.26% and a 2-quarter average growth rate of 5.55%. The portfolio is managed by Jason Hiley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Index Fds
Recent Activity
Increased 1.73%
15.83%
$28.515M
168,428 shares@ $169.31 avg price
VUG
Vanguard Index Fds
Recent Activity
Decreased -0.15%
14.14%
$25.476M
62,070 shares@ $410.45 avg price
DFCF
Dimensional Etf Trust
Recent Activity
Increased 8.08%
12.37%
$22.28M
539,867 shares@ $41.27 avg price
VCSH
Vanguard Scottsdale Fds
Recent Activity
Increased 12.51%
7.83%
$14.101M
180,759 shares@ $78.01 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Increased 7.65%
6.42%
$11.567M
241,885 shares@ $47.83 avg price
DFIC
Dimensional Etf Trust
Recent Activity
Increased 8.14%
5.54%
$9.979M
386,101 shares@ $25.85 avg price
IJH
Ishares Tr
Recent Activity
Increased 1.49%
4.98%
$8.962M
143,830 shares@ $62.32 avg price
DUSB
Dimensional Etf Trust
Recent Activity
Increased 26.1%
4.29%
$7.714M
152,486 shares@ $50.59 avg price
IJR
Ishares Tr
Recent Activity
Increased 3.45%
4.13%
$7.436M
64,540 shares@ $115.23 avg price
VWO
Vanguard Intl Equity Index F
Recent Activity
Increased 3.33%
3.72%
$6.697M
152,071 shares@ $44.05 avg price

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