Hiley Hunt Wealth Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed December 17, 2024), Hiley Hunt Wealth Management reported 36 stock positions worth $152.6 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 17.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 15.1%) and Dimensional Core Fixed (DFCF, 12.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 25 and reduced 4. The biggest buy was Union Pacific (UNP, shares +478%) and the biggest sale Dimensional National Muni BD (DFNM, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $152.6M (Q1 2024)
- SEC Filing
- 0001214659-24-020598 ↗ filed Dec 17, 2024
Holdings Value
Holdings 36 stocks · $152.6M
| VTV Vanguard Mrngstr Val ETF-Aui | 17.58% | 164,779 | $26.8M | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 15.11% | 66,997 | $23.1M | Add +0.4% |
| DFCF Dimensional Core Fixed Inc. | 12.54% | 456,051 | $19.1M | Add +9.7% |
| VEA Vanguard Ftse Developed ETF | 7.08% | 215,456 | $10.8M | Add +3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.07% | 139,607 | $10.8M | Add +15.6% |
| DFIC Dimensional International Co. | 5.55% | 316,624 | $8.5M | Add +21.1% |
| IJH iShares Core S&P Midcap ETF | 5.45% | 136,867 | $8.3M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 4.67% | 64,437 | $7.1M | Add +4.6% |
| VWO Vanguard Ftse Emerging Marke | 3.84% | 140,246 | $5.9M | Add +6.6% |
| DFEM Dimensional Emrg MRKT Core | 2.99% | 178,868 | $4.6M | Add +18.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.96% | 7,126 | $3.0M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 1.80% | 43,984 | $2.7M | Add +22.0% |
| EFA iShares MSCI Eafe ETF | 1.66% | 31,688 | $2.5M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 8,979 | $2.1M | Add +1.8% |
| BND Vanguard Total Bond Market | 1.34% | 28,202 | $2.0M | Add +17.9% |
| VOOG Vanguard S&P 500 Growth ETF | 1.00% | 5,011 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.92% | 3,351 | $1.4M | Add +2.2% |
| UNP Union Pacific Corp. | 0.90% | 5,577 | $1.4M | Add +477.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 5,057 | $1.3M | Reduce -9.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 2,237 | $1.2M | No change |
| DFAU Dimensional US Core Equity M | 0.76% | 31,793 | $1.2M | Add +23.6% |
| AAPL Apple Inc. | 0.72% | 6,389 | $1.1M | Add +3.1% |
| DFNM Dimensional National Muni BD | 0.63% | 20,115 | $967K | Reduce -23.1% |
| MUB iShares National Muni Bond E | 0.47% | 6,646 | $715K | Add +193.2% |
| IVW iShares S&P 500 Growth ETF | 0.39% | 7,116 | $601K | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.39% | 815 | $597K | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 7,230 | $529K | Add +0.0% |
| USB US Bancorp | 0.33% | 11,409 | $510K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.28% | 5,557 | $426K | Add +2.6% |
| IWF iShares Russell 1000 Growth | 0.27% | 1,205 | $406K | No change |
| WMT Walmart Inc. | 0.20% | 5,076 | $305K | Add +8.5% |
| AMZN Amazon.com Inc. | 0.18% | 1,520 | $274K | No change |
| IVV iShares Core S&P 500 ETF | 0.18% | 515 | $271K | Add +0.4% |
| JNJ Johnson & Johnson | 0.17% | 1,621 | $256K | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,547 | $233K | No change |
| PG The Procter & Gamble Co. | 0.13% | 1,268 | $206K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| UNP Union Pacific Corp. | Add +477.9% | 0.90% | +0.72 |
| DFIC Dimensional International Co. | Add +21.1% | 5.55% | +0.61 |
| MUB iShares National Muni Bond E | Add +193.2% | 0.47% | +0.29 |
| DFAS Dimensional US Small Cap ETF | Add +22.0% | 1.80% | +0.21 |
| DFEM Dimensional Emrg MRKT Core | Add +18.4% | 2.99% | +0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +15.6% | 7.07% | +0.16 |
| PG The Procter & Gamble Co. | New | 0.13% | +0.13 |
| DFAU Dimensional US Core Equity M | Add +23.6% | 0.76% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.96% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +4.1% | 5.45% | +0.06 |
| BND Vanguard Total Bond Market | Add +17.9% | 1.34% | +0.04 |
| WMT Walmart Inc. | Add +8.5% | 0.20% | +0.02 |
| MSFT Microsoft Corp. | Add +2.2% | 0.92% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.0% | 0.35% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 0.18% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.39% | −0.01 |
| JNJ Johnson & Johnson | Add +7.9% | 0.17% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +2.6% | 0.28% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.8% | 1.34% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 17.58% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +6.6% | 3.84% | −0.16 |
| AAPL Apple Inc. | Add +3.1% | 0.72% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 15.11% | −0.23 |
| IJR iShares Core S&P Small-Cap E | Add +4.6% | 4.67% | −0.27 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 7.08% | −0.33 |
| DFCF Dimensional Core Fixed Inc. | Add +9.7% | 12.54% | −0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $253.1M | VTV, DFCF, VUG, VCSH, VEA |
| Q1 2026 | 47 | $226.7M | VTV, DFCF, VUG, VCSH, DFIC |
| Q4 2025 | 49 | $223.5M | VTV, DFCF, VUG, VCSH, VEA |
| Q3 2025 | 46 | $212.6M | VTV, VUG, DFCF, VCSH, VEA |
| Q2 2025 | 43 | $197.9M | VTV, VUG, DFCF, VCSH, VEA |
| Q1 2025 | 43 | $183.4M | VTV, DFCF, VUG, VCSH, VEA |
| Q4 2024 | 39 | $180.2M | VTV, VUG, DFCF, VCSH, VEA |
| Q3 2024 | 38 | $174.5M | VTV, VUG, DFCF, VCSH, VEA |
| Q2 2024 | 38 | $161.9M | VTV, VUG, DFCF, VCSH, VEA |
| Q1 2024 | 36 | $152.6M | VTV, VUG, DFCF, VEA, VCSH |