☆Hiley Hunt Wealth Management
Quality Q
0.798
AUM ($M)
253
Positions
49
Turnover
0.02
Top-10 wt
80%
Herfindahl
0.082
History (qtrs)
6
Excess Return
-11.5%
AI Eval Run AI Eval
Holdings · 49 positions · portfolio value $253M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 15.7% | +0.3% | 39.8 | 182,583 | +4,453 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 12.6% | -0.7% | 32.0 | 757,059 | +39,088 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 11.5% | +0.8% | 29.2 | 338,573 | +282,876 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 8.6% | -0.3% | 21.7 | 274,051 | +19,586 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 7.1% | -0.0% | 17.9 | 250,564 | -466 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.8% | -0.3% | 17.2 | 462,375 | +6,443 | 5 | — |
| ☆DUSB funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.0% | -0.2% | 12.7 | 250,727 | +19,043 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 4.9% | +0.2% | 12.3 | 159,915 | +4,030 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 3.9% | +0.2% | 10.0 | 67,098 | -83 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.7% | +0.1% | 9.4 | 231,178 | -5,770 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 3.6% | +0.1% | 9.1 | 152,521 | +3,756 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.5% | +0.2% | 6.3 | 77,017 | +2,170 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 2.3% | -0.1% | 5.7 | 78,200 | +4,389 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 1.4% | -0.1% | 3.4 | 6,855 | -36 | 5 | — |
| ☆DFNM funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.0% | -0.1% | 2.5 | 51,890 | +172 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.8% | +0.0% | 2.1 | 40,833 | -255 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.8% | -0.1% | 2.1 | 19,965 | -1,722 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.6% | +0.0% | 1.5 | 5,397 | -22 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 1.4 | 4,692 | +1 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.5% | +0.0% | 1.4 | 4,717 | -15 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.5% | +0.0% | 1.3 | 15,729 | +13,064 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | -0.0% | 1.3 | 15,742 | +11,765 | 5 | — |
| ☆UJAN funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.4% | -0.0% | 1.1 | 24,384 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | -0.0% | 1.0 | 2,731 | +83 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 0.7 | 917 | -54 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | +0.0% | 0.7 | 5,577 | -50 | 5 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.3% | +0.1% | 0.6 | 5,905 | +2,239 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 0.6 | 674 | +1 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.6 | 4,732 | +3,549 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.2% | -0.1% | 0.6 | 5,079 | +1 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.6 | 4,170 | -39 | 5 | — |
| ☆PSLV funds › | SPROTT ASSET MANAGEMENT LP | ADD | — | 0.2% | -0.0% | 0.6 | 29,408 | +4,978 | 2 | -54.9% |
| ☆USB funds › | US BANCORP | HOLD | — | 0.2% | +0.0% | 0.5 | 8,562 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.5 | 6,477 | +125 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | -0.0% | 0.5 | 1,866 | +5 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | Common Stock | 0.2% | +0.0% | 0.5 | 1,323 | -28 | 5 | — |
| ☆CUSIP:920253101 funds › | VALMONT INDS INC | HOLD | — | 0.2% | +0.0% | 0.5 | 787 | +0 | 5 | — |
| ☆APOC funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.2% | -0.0% | 0.4 | 15,148 | -485 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.4 | 509 | +0 | 5 | — |
| ☆ESML funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 6,334 | +8 | 5 | — |
| ☆EALT funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 9,540 | -2,753 | 3 | -15.3% |
| ☆AMZN funds › | AMAZON COM INC | ADD | Common Stock | 0.1% | +0.0% | 0.3 | 1,197 | +104 | 5 | — |
| ☆EEM funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 4,064 | +21 | 4 | +14.1% |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 395 | +33 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | -0.0% | 0.3 | 3,176 | +19 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | -0.0% | 0.2 | 3,840 | +69 | 2 | -27.1% |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | HOLD | — | 0.1% | -0.0% | 0.2 | 5,842 | +0 | 2 | -12.3% |
| ☆UOCT funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 5,118 | +5,118 | 1 | -10.6% |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.2 | 494 | +494 | 1 | -77.0% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 253 | 49 | 0.02 | 80% | 0.082 | 0.797 | — | in |
| 2026Q1 | 227 | 47 | 0.03 | 80% | 0.082 | 0.780 | — | in |
| 2025Q4 | 223 | 49 | 0.04 | 79% | 0.081 | 0.729 | — | in |
| 2025Q3 | 213 | 46 | 0.02 | 80% | 0.082 | 0.761 | — | in |
| 2025Q2 | 198 | 43 | 0.03 | 79% | 0.082 | 0.756 | — | entered |
| 2025Q1 | 183 | 43 | 0.00 | 80% | 0.083 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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