Notify me when Hassell Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 26 | $299,041,858 | +$3,681,277 | -$4,654,189 | -$972,912 | VTI, VEA, VCIT, DFSV, BNDX | 13F-HR | 26 Jan 2026, 10:00 |
| Q3 2025 | 26 | $288,257,401 | +$6,074,488 | -$216,432 | +$5,858,056 | VTI, VEA, VCIT, BNDX, DFSV | 13F-HR | 05 Nov 2025, 17:32 |
| Q2 2025 | 26 | $273,651,365 | +$11,131,016 | -$1,019,680 | +$10,111,336 | VTI, VEA, VCIT, BNDX, DFSV | 13F-HR | 25 Jul 2025, 10:03 |
| Q1 2025 | 25 | $234,328,234 | +$9,058,286 | -$7,001,805 | +$2,056,481 | VTI, BNDX, VCIT, VEA, DFSV | 13F-HR | 16 Apr 2025, 11:59 |
| Q4 2024 | 26 | $248,095,651 | +$10,065,397 | -$6,532,104 | +$3,533,293 | VTI, VEA, VCIT, BNDX, DFSV | 13F-HR | 30 Jan 2025, 18:31 |
| Q3 2024 | 27 | $238,620,866 | +$12,325,656 | -$674,952 | +$11,650,704 | VTI, VEA, DFSV, VCIT, BNDX | 13F-HR | 05 Nov 2024, 14:50 |
| Q2 2024 | 27 | $223,240,504 | +$56,628,248 | -$268,933 | +$56,359,315 | VTI, VEA, DFSV, VCIT, BNDX | 13F-HR | 09 Aug 2024, 13:20 |
| Q1 2024 | 24 | $157,732,903 | +$5,928,122 | -$581,376 | +$5,346,746 | VTI, VEA, DFSV, DFAC, VGIT | 13F-HR | 01 May 2024, 10:42 |
| Q4 2023 | 18 | $148,996,655 | +$962,776 | -$9,231,166 | -$8,268,390 | VTI, VEA, DFSV, DFAC, VGIT | 13F-HR | 15 Feb 2024, 11:52 |
| Q3 2023 | 21 | $137,425,903 | +$9,751,151 | -$6,225,552 | +$3,525,599 | VTI, VEA, DFAC, DFSV, VGIT | 13F-HR | 27 Oct 2023, 16:23 |
| Q2 2023 | 20 | $145,939,601 | +$4,446,138 | -$4,293,537 | +$152,601 | VTI, VEA, DFAC, DFSV, VGIT | 13F-HR | 25 Jul 2023, 11:37 |
| Q1 2023 | 20 | $136,291,024 | +$7,537,935 | -$3,955,747 | +$3,582,188 | VTI, DFAC, VEA, DFSV, VGIT | 13F-HR | 27 Apr 2023, 11:41 |
| Q4 2022 | 21 | $133,469,795 | $0 | $0 | $0 | VTI, DFAC, VEA, VGIT, DFSV | 13F-HR | 15 Feb 2023, 10:33 |