Hiley Hunt Wealth Management
CIK 2048051 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $253.1M
- Posisi
- 49
- Per tanggal
- 30 Juni 2026
#5.703 dari 9.443 berdasarkan nilai 13F · top 60.4%
Nilai portofolio QoQ: +11.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,85%
- Bobot 25 kepemilikan teratas
- 96,02%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 12,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,28% Perkiraan pembelian $34.105.445 · penjualan $673.524
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,5% masih dipegang
- Posisi baru
- 2
- Meningkat
- 28
- Menurun
- 14
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,9%
Industrials
0,8%
Retail
0,6%
Financials
0,2%
Healthcare
0,2%
Communication Services
0,2%
Consumer Staples
0,1%
Energy
0,1%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
96,9%
Portofolio lengkap 49 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTV | $39.790.279 | 15,72% | 182.583 | $4.841.179 | Naik ×6 | ||
| DFCF | $31.955.469 | 12,63% | 757.059 | $1.642.739 | Naik ×6 | ||
| VUG | $29.164.665 | 11,52% | 338.573 | $4.836.801 | Naik ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $21.658.281 | 8,56% | 274.051 | $1.486.849 | Naik ×6 | ||
| VEA | $17.852.708 | 7,05% | 250.564 | $1.766.682 | Turun ×1 | ||
| DFIC | $17.228.081 | 6,81% | 462.375 | $1.028.819 | Naik ×6 | ||
| DUSB | $12.731.933 | 5,03% | 250.727 | $983.255 | Naik ×6 | ||
| IJH | $12.331.057 | 4,87% | 159.915 | $1.804.132 | Naik ×2 | ||
| IJR | $9.951.232 | 3,93% | 67.098 | $1.599.997 | Turun ×1 | ||
| DFEM | $9.395.054 | 3,71% | 231.178 | $1.208.491 | Turun ×1 | ||
| VWO | $9.103.962 | 3,60% | 152.521 | $1.063.221 | Naik ×2 | ||
| DFAS | $6.341.566 | 2,51% | 77.017 | $1.017.705 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $5.740.689 | 2,27% | 78.200 | $305.251 | Naik ×4 | ||
| BRKB | $3.430.173 | 1,36% | 6.855 | $128.006 | Turun ×2 | ||
| DFNM | $2.508.110 | 0,99% | 51.890 | $29.268 | Naik ×5 | ||
| DFAU | $2.110.657 | 0,83% | 40.833 | $256.764 | Turun ×1 | ||
| EFA | $2.074.010 | 0,82% | 19.965 | $-32.437 | Turun ×6 | ||
| UNP Union Pacific Corporation Common Stock | $1.467.980 | 0,58% | 5.397 | $153.332 | Turun ×6 | ||
| VB | $1.422.188 | 0,56% | 4.692 | $193.482 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.364.781 | 0,54% | 4.717 | $163.874 | Turun ×2 | ||
| VOOG | $1.299.530 | 0,51% | 15.729 | $213.228 | Naik ×2 | ||
| VO | $1.268.305 | 0,50% | 15.742 | $126.065 | Naik ×3 | ||
| UJAN | $1.105.380 | 0,44% | 24.384 | $68.816 | |||
| MSFT Microsoft Corporation - Common Stock | $1.018.860 | 0,40% | 2.731 | $38.467 | Naik ×1 | ||
| SPY SPY | $684.822 | 0,27% | 917 | $53.333 | Turun ×4 | ||
| SPYG | $663.560 | 0,26% | 5.577 | $112.629 | Turun ×1 | ||
| MUB | $635.541 | 0,25% | 5.905 | $246.377 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $630.577 | 0,25% | 674 | $-40.148 | Naik ×3 | ||
| IWF | $587.572 | 0,23% | 4.732 | $83.141 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $575.291 | 0,23% | 5.079 | $-55.776 | Naik ×2 | ||
| IVW | $573.559 | 0,23% | 4.170 | $97.501 | Turun ×4 | ||
| PSLV | $554.929 | 0,22% | 29.408 | $-40.919 | Naik ×1 | ||
| USB U.S. Bancorp Common Stock | $517.145 | 0,20% | 8.562 | $71.835 | |||
| BSV | $504.643 | 0,20% | 6.477 | $6.561 | Naik ×6 | ||
| JNJ Johnson & Johnson Common Stock | $473.817 | 0,19% | 1.866 | $18.909 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $472.814 | 0,19% | 1.323 | $84.450 | Turun ×1 | ||
| VMI Valmont Industries, Inc. Common Stock | $454.436 | 0,18% | 787 | $140.068 | |||
| APOC | $398.074 | 0,16% | 15.148 | $-1.193 | Turun ×5 | ||
| IVV | $381.445 | 0,15% | 509 | $48.965 | |||
| ESML | $354.283 | 0,14% | 6.334 | $56.832 | Naik ×5 | ||
| EALT | $342.104 | 0,14% | 9.540 | $-70.818 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $285.293 | 0,11% | 1.197 | $57.654 | Naik ×2 | ||
| EEM | $277.985 | 0,11% | 4.064 | $48.362 | Naik ×1 | ||
| VOO | $270.976 | 0,11% | 395 | $54.907 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $258.082 | 0,10% | 3.176 | $17.982 | Naik ×1 | ||
| JEPI | $216.905 | 0,09% | 3.840 | $3.187 | Naik ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $214.752 | 0,08% | 5.842 | $-6.309 | |||
| UOCT | $210.401 | 0,08% | 5.118 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $207.776 | 0,08% | 494 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VTV | $39.790.279 | 15,72% | naik ×6 |
| DFCF | $31.955.469 | 12,63% | naik ×6 |
| VCSH | $21.658.281 | 8,56% | naik ×6 |
| DFIC | $17.228.081 | 6,81% | naik ×6 |
| DUSB | $12.731.933 | 5,03% | naik ×6 |
| DFAS | $6.341.566 | 2,51% | naik ×6 |
| BND | $5.740.689 | 2,27% | naik ×4 |
| DFNM | $2.508.110 | 0,99% | naik ×5 |
| VO | $1.268.305 | 0,50% | naik ×3 |
| COST | $630.577 | 0,25% | naik ×3 |
| BSV | $504.643 | 0,20% | naik ×6 |
| JNJ | $473.817 | 0,19% | naik ×6 |
| ESML | $354.283 | 0,14% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| UOCT | $210.401 | 5.118 | 0,08% |
| TSLA | $207.776 | 494 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTV | Beli lebih banyak | +4K | +$4.8M |
| VUG | Beli lebih banyak | +283K | +$4.8M |
| IJH | Beli lebih banyak | +4K | +$1.8M |
| VEA | Dipangkas | -466 | +$1.8M |
| DFCF | Beli lebih banyak | +39K | +$1.6M |
| IJR | Dipangkas | -83 | +$1.6M |
| VCSH | Beli lebih banyak | +20K | +$1.5M |
| DFEM | Dipangkas | -6K | +$1.2M |
| VWO | Beli lebih banyak | +4K | +$1.1M |
| DFIC | Beli lebih banyak | +6K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SLV | 31 Maret 2026 | 8.955 | $576.881 | Tidak lagi dilacak |
| GLD | 31 Maret 2026 | 1.192 | $472.402 | Tidak lagi dilacak |
| UAUG | 31 Maret 2026 | 11.131 | $444.350 | Tidak lagi dilacak |
| DDTN | 31 Maret 2026 | 12.730 | $244.019 | Tidak lagi dilacak |
| TSLA | 30 Juni 2025 | 904 | $242.688 | 8,7% |
| SCHW | 31 Maret 2025 | 3.078 | $227.808 | 41,9% |
| AMZN | 31 Maret 2025 | 980 | $215.002 | 38,2% |
| PG | 30 Juni 2025 | 1.193 | $203.478 | -9,4% |
| UMAR | 31 Maret 2026 | 5.066 | $202.386 | Tidak lagi dilacak |