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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFEMDimensional Etf Trust
Recent Activity
Increased 7.8%
3.09%
$5.569M
212,641 shares@ $26.2 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 4.33%
2.06%
$3.702M
56,888 shares@ $65.08 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 12.06%
2.05%
$3.693M
51,356 shares@ $71.91 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.31%
1.61%
$2.886M
6,366 shares@ $453.28 avg price
EFAIshares Tr
Recent Activity
Decreased -0.45%
1.31%
$2.352M
31,107 shares@ $75.62 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.39%
1.08%
$1.946M
8,100 shares@ $240.3 avg price
DFNMDimensional Etf Trust
Recent Activity
Increased 20.07%
1.03%
$1.839M
38,505 shares@ $47.77 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -10%
0.91%
$1.631M
4,455 shares@ $366.05 avg price
AAPLApple Inc
Recent Activity
Increased 0.5%
0.84%
$1.513M
6,041 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 26.61%
0.78%
$1.4M
3,322 shares@ $421.55 avg price