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Disclosed positions
Hassell Wealth Management, LLC: source evidence dated 2026-07-14T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $89,805,659
- Reported amount
- 243,871
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001965270-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 29 rows, 7 columns
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $89,805,659 | 243,871 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $32,105,993 | 456,440 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $29,442,633 | 770,951 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $25,421,548 | 531,498 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $22,273,942 | 272,231 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $18,325,894 | 313,156 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $17,897,999 | 227,681 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $15,863,241 | 402,620 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $14,604,971 | 331,630 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $11,214,512 | 276,356 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $7,297,070 | 200,249 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $6,907,938 | 42,227 | SH | None |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $5,318,100 | 52,922 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $4,962,887 | 85,552 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $4,881,020 | 45,655 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,058,330 | 5,445 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,360,025 | 39,886 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,215,176 | 23,000 | SH | None |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $2,132,518 | 40,202 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,934,857 | 2,824 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,423,530 | 4,306 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,213,635 | 23,662 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $1,124,918 | 5,301 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $778,399 | 9,694 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $749,012 | 14,903 | SH | None |
| APPLE INC | AAPL | COM | $590,210 | 1,883 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $485,995 | 649 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $326,952 | 1,858 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $278,593 | 1,974 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
