Hiley Hunt Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 6, 2025), Hiley Hunt Wealth Management reported 39 stock positions worth $180.2 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 14.1%) and Dimensional Core Fixed (DFCF, 12.4%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 23 and reduced 10. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +26%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002048051
- Portfolio Value
- $180.2M (Q4 2024)
- SEC Filing
- 0001214659-25-000167 ↗ filed Jan 6, 2025
Holdings Value
Holdings 39 stocks · $180.2M
| VTV Vanguard Mrngstr Val ETF-Aui | 15.82% | 168,428 | $28.5M | Add +1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 14.13% | 62,070 | $25.5M | Reduce -0.1% |
| DFCF Dimensional Core Fixed Inc. | 12.36% | 539,867 | $22.3M | Add +8.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.82% | 180,759 | $14.1M | Add +12.5% |
| VEA Vanguard Ftse Developed ETF | 6.42% | 241,885 | $11.6M | Add +7.6% |
| DFIC Dimensional International Co. | 5.54% | 386,101 | $10.0M | Add +8.1% |
| IJH iShares Core S&P Midcap ETF | 4.97% | 143,830 | $9.0M | Add +1.5% |
| DUSB Dimension Ultrashort Fi ETF | 4.28% | 152,486 | $7.7M | Add +26.1% |
| IJR iShares Core S&P Small-Cap E | 4.13% | 64,540 | $7.4M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 3.72% | 152,071 | $6.7M | Add +3.3% |
| DFEM Dimensional Emrg MRKT Core | 3.09% | 212,641 | $5.6M | Add +7.8% |
| DFAS Dimensional US Small Cap ETF | 2.05% | 56,888 | $3.7M | Add +4.3% |
| BND Vanguard Total Bond Market | 2.05% | 51,356 | $3.7M | Add +12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 6,366 | $2.9M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 1.30% | 31,107 | $2.4M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.08% | 8,100 | $1.9M | Add +0.4% |
| DFNM Dimensional National Muni BD | 1.02% | 38,505 | $1.8M | Add +20.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.90% | 4,455 | $1.6M | Reduce -10.0% |
| AAPL Apple Inc. | 0.84% | 6,041 | $1.5M | Add +0.5% |
| MSFT Microsoft Corp. | 0.78% | 3,322 | $1.4M | Add +26.6% |
| UNP Union Pacific Corp. | 0.72% | 5,668 | $1.3M | Reduce -0.6% |
| DFAU Dimensional US Core Equity M | 0.71% | 31,774 | $1.3M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 2,070 | $1.2M | Reduce -4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 3,990 | $1.1M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 6,451 | $655K | Reduce -0.9% |
| MUB iShares National Muni Bond E | 0.36% | 6,111 | $651K | Add +83.2% |
| COST Costco Wholesale Corp. | 0.34% | 674 | $617K | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.34% | 6,922 | $608K | Reduce -0.9% |
| USB US Bancorp | 0.27% | 10,209 | $488K | Reduce -10.5% |
| IWF iShares Russell 1000 Growth | 0.27% | 1,205 | $484K | No change |
| WMT Walmart Inc. | 0.25% | 5,076 | $459K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 5,797 | $448K | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 0.19% | 585 | $344K | Add +12.9% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,347 | $255K | No change |
| VMI Valmont Industries | 0.13% | 779 | $239K | Add +0.1% |
| JNJ Johnson & Johnson | 0.13% | 1,635 | $236K | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.13% | 3,078 | $228K | New |
| AMZN Amazon.com Inc. | 0.12% | 980 | $215K | New |
| PG The Procter & Gamble Co. | 0.11% | 1,193 | $200K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 1.30% | −0.19 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.60% | −0.10 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.72% | −0.09 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -10.0% | 0.90% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.6% | 0.67% | −0.04 |
| USB US Bancorp | Reduce -10.5% | 0.27% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.58% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.9% | 0.34% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.9% | 0.36% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 14.13% | +0.46 |
Portfolio Buys Q3 2024 → Q4 2024
| DUSB Dimension Ultrashort Fi ETF | Add +26.1% | 4.28% | +0.76 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +12.5% | 7.82% | +0.51 |
| MUB iShares National Muni Bond E | Add +83.2% | 0.36% | +0.15 |
| MSFT Microsoft Corp. | Add +26.6% | 0.78% | +0.13 |
| DFNM Dimensional National Muni BD | Add +20.1% | 1.02% | +0.13 |
| SCHW Schwab (charles) Corp. | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | New | 0.12% | +0.12 |
| BND Vanguard Total Bond Market | Add +12.1% | 2.05% | +0.08 |
| AAPL Apple Inc. | Add +0.5% | 0.84% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +4.3% | 2.05% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +12.9% | 0.19% | +0.02 |
| VMI Valmont Industries | Add +0.1% | 0.13% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +8.1% | 12.36% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.34% | +0.00 |
| DFAU Dimensional US Core Equity M | Add +0.7% | 0.71% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +2.6% | 0.25% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.4% | 1.08% | −0.02 |
| JNJ Johnson & Johnson | Add +0.3% | 0.13% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 4.13% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 4.97% | −0.09 |
| DFEM Dimensional Emrg MRKT Core | Add +7.8% | 3.09% | −0.09 |
| DFIC Dimensional International Co. | Add +8.1% | 5.54% | −0.22 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 3.72% | −0.32 |
| VEA Vanguard Ftse Developed ETF | Add +7.6% | 6.42% | −0.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.7% | 15.82% | −0.74 |
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 |