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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VTVVanguard Index Fds
| 15.83% | $28.515M 168,428 shares@ $169.31 avg price | Increased 1.73% |
VUGVanguard Index Fds
| 14.14% | $25.476M 62,070 shares@ $410.45 avg price | Decreased -0.15% |
DFCFDimensional Etf Trust
| 12.37% | $22.28M 539,867 shares@ $41.27 avg price | Increased 8.08% |
VCSHVanguard Scottsdale Fds
| 7.83% | $14.101M 180,759 shares@ $78.01 avg price | Increased 12.51% |
VEAVanguard Tax-managed Fds
| 6.42% | $11.567M 241,885 shares@ $47.83 avg price | Increased 7.65% |
DFICDimensional Etf Trust
| 5.54% | $9.979M 386,101 shares@ $25.85 avg price | Increased 8.14% |
IJHIshares Tr
| 4.98% | $8.962M 143,830 shares@ $62.32 avg price | Increased 1.49% |
DUSBDimensional Etf Trust
| 4.29% | $7.714M 152,486 shares@ $50.59 avg price | Increased 26.1% |
IJRIshares Tr
| 4.13% | $7.436M 64,540 shares@ $115.23 avg price | Increased 3.45% |
VWOVanguard Intl Equity Index F
| 3.72% | $6.697M 152,071 shares@ $44.05 avg price | Increased 3.33% |