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:

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COCA COLA CO

KO|191216100

Shares:3.1K

Value:$222.8K

% of Portfolio:0.1% ($222.8K/$183.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$211.8K

% of Portfolio:0.1% ($211.8K/$183.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$222.8K	0.1% ($222.8K/$183.4M)	QoQ NEW(+$222.8K) YoY NEW(+$222.8K)
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ +0.07% (-1) YoY -12.86% (-199)	All Managers (Combined)	$211.8K	0.1% ($211.8K/$183.4M)	QoQ -16.97% (-$43.3K) YoY -9.30% (-$21.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ 0.00% (+0) YoY -5.91% (-75)	All Managers (Combined)	$203.5K	0.1% ($203.5K/$183.4M)	QoQ +1.73% (+$3.5K) YoY -1.07% (-$2.2K)