Hiley-Hunt-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "MUB",
  null,
  "IVW",
  "IJH",
  "MSFT",
  "IJR",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "PG",
  "SPYG",
  "VO",
  null,
  "VWO",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VMI",
  null,
  "VOOG",
  "BND",
  "BSV",
  "VB",
  "VTV",
  "WMT",
  null,
  "BRK-B",
  "KO",
  "COST",
  null,
  "EFA",
  "JNJ",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-03
Total Holdings: 43
Total Value: 183350138
Accession Number: 0001214659-25-005381
Form Type: 13F-HR
CIK: hiley-hunt-wealth-management
Manager Name: Hiley-Hunt-Wealth-Management

Data Enrichment

72% identified

31 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $183.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908744

VTV|922908744

Shares:169.0K

Value:$29.1M

% of Portfolio:15.9% ($29.1M/$183.4M)

25434V872

Shares:576.0K

Value:$24.3M

% of Portfolio:13.2% ($24.3M/$183.4M)

922908736

VUG|922908736

Shares:60.3K

Value:$22.5M

% of Portfolio:12.3% ($22.5M/$183.4M)

92206C409

Shares:194.7K

Value:$15.3M

% of Portfolio:8.4% ($15.3M/$183.4M)

921943858

VEA|921943858

Shares:243.0K

Value:$12.4M

% of Portfolio:6.8% ($12.4M/$183.4M)

25434V799

Shares:415.5K

Value:$11.6M

% of Portfolio:6.3% ($11.6M/$183.4M)

464287507

IJH|464287507

Shares:145.0K

Value:$8.5M

% of Portfolio:4.6% ($8.5M/$183.4M)

25434V591

Shares:166.1K

Value:$8.4M

% of Portfolio:4.6% ($8.4M/$183.4M)

922042858

VWO|922042858

Shares:152.2K

Value:$6.9M

% of Portfolio:3.8% ($6.9M/$183.4M)

464287804

IJR|464287804

Shares:64.3K

Value:$6.7M

% of Portfolio:3.7% ($6.7M/$183.4M)

25434V732

Shares:229.4K

Value:$6.1M

% of Portfolio:3.3% ($6.1M/$183.4M)

25434V500

Shares:62.3K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$183.4M)

921937835

BND|921937835

Shares:50.3K

Value:$3.7M

% of Portfolio:2.0% ($3.7M/$183.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.3K

Value:$3.4M

% of Portfolio:1.8% ($3.4M/$183.4M)

464287465

EFA|464287465

Shares:24.9K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$183.4M)

25434V849

Shares:37.9K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$183.4M)

25434V104

Shares:35.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$183.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:5.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.4M)

Apple Inc.

AAPL|037833100

Shares:5.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	169.0K	QoQ +0.34% (+575) YoY +2.56% (+4.2K)	All Managers (Combined)	$29.1M	15.9% ($29.1M/$183.4M)	QoQ +2.14% (+$611.0K) YoY +8.53% (+$2.3M)
(cusip25434V872)✕	576.0K	QoQ +6.69% (+36.2K) YoY +26.30% (+120.0K)	All Managers (Combined)	$24.3M	13.2% ($24.3M/$183.4M)	QoQ +9.02% (+$2.0M) YoY +26.97% (+$5.2M)
(VUGcusip922908736)	60.3K	QoQ -2.91% (-1.8K) YoY -10.05% (-6.7K)	All Managers (Combined)	$22.5M	12.3% ($22.5M/$183.4M)	QoQ -11.49% (-$2.9M) YoY -2.22% (-$512.5K)
(cusip92206C409)✕	194.7K	QoQ +7.70% (+13.9K) YoY +39.45% (+55.1K)	All Managers (Combined)	$15.3M	8.4% ($15.3M/$183.4M)	QoQ +8.69% (+$1.2M) YoY +42.01% (+$4.5M)
(VEAcusip921943858)	243.0K	QoQ +0.45% (+1.1K) YoY +12.77% (+27.5K)	All Managers (Combined)	$12.4M	6.8% ($12.4M/$183.4M)	QoQ +7.15% (+$827.5K) YoY +14.66% (+$1.6M)
(cusip25434V799)✕	415.5K	QoQ +7.60% (+29.4K) YoY +31.21% (+98.8K)	All Managers (Combined)	$11.6M	6.3% ($11.6M/$183.4M)	QoQ +15.82% (+$1.6M) YoY +36.46% (+$3.1M)
(IJHcusip464287507)	145.0K	QoQ +0.78% (-1.1K) YoY +5.91% (+8.1K)	All Managers (Combined)	$8.5M	4.6% ($8.5M/$183.4M)	QoQ -5.11% (-$458.6K) YoY +2.28% (+$190.2K)
(cusip25434V591)✕	166.1K	QoQ +8.92% (+13.6K) YoY NEW(+166.1K)	All Managers (Combined)	$8.4M	4.6% ($8.4M/$183.4M)	QoQ +9.21% (+$711.2K) YoY NEW(+$8.4M)
(VWOcusip922042858)	152.2K	QoQ +0.06% (+100) YoY +8.50% (+11.9K)	All Managers (Combined)	$6.9M	3.8% ($6.9M/$183.4M)	QoQ +3.17% (+$212.8K) YoY +17.95% (+$1.1M)
(IJRcusip464287804)	64.3K	QoQ -0.35% (-231) YoY -0.19% (-128)	All Managers (Combined)	$6.7M	3.7% ($6.7M/$183.4M)	QoQ -9.36% (-$696.7K) YoY -5.36% (-$382.0K)
(cusip25434V732)✕	229.4K	QoQ +7.86% (+16.7K) YoY +28.22% (+50.5K)	All Managers (Combined)	$6.1M	3.3% ($6.1M/$183.4M)	QoQ +9.71% (+$541.1K) YoY +34.01% (+$1.6M)
(cusip25434V500)✕	62.3K	QoQ +9.45% (+5.4K) YoY +41.56% (+18.3K)	All Managers (Combined)	$3.7M	2.0% ($3.7M/$183.4M)	QoQ +0.94% (+$35.1K) YoY +36.30% (+$995.4K)
(BNDcusip921937835)	50.3K	QoQ -1.97% (-1.0K) YoY +78.51% (+22.1K)	All Managers (Combined)	$3.7M	2.0% ($3.7M/$183.4M)	QoQ +0.11% (-$4.2K) YoY +80.49% (+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.3K	QoQ -0.73% (-47) YoY -11.32% (-807)	All Managers (Combined)	$3.4M	1.8% ($3.4M/$183.4M)	QoQ +16.71% (-$482.4K) YoY +12.39% (-$371.3K)
(EFAcusip464287465)	24.9K	QoQ -20.08% (-6.2K) YoY -21.54% (-6.8K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$183.4M)	QoQ -13.48% (-$317.2K) YoY -19.59% (-$495.8K)
(cusip25434V849)✕	37.9K	QoQ -1.55% (-597) YoY +88.45% (+17.8K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$183.4M)	QoQ -1.73% (-$31.9K) YoY +86.84% (+$840.1K)
(cusip25434V104)✕	35.6K	QoQ +12.17% (+3.9K) YoY +12.10% (+3.9K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$183.4M)	QoQ +6.88% (+$88.6K) YoY +18.36% (+$213.4K)
UNION PACIFIC CORP(UNPcusip907818108)	5.6K	QoQ -1.49% (-85) YoY +0.10% (-6)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.4M)	QoQ +2.45% (-$31.7K) YoY -3.45% (-$47.4K)
Apple Inc.(AAPLcusip037833100)	5.9K	QoQ -1.96% (-119) YoY -7.30% (-467)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.4M)	QoQ -12.62% (-$191.0K) YoY +20.65% (-$226.3K)
MICROSOFT CORP(MSFTcusip594918104)	3.2K	QoQ -4.90% (-163) YoY -5.72% (-192)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ -13.79% (-$193.2K) YoY -14.36% (-$202.5K)