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| Name: |
Hassell Wealth Management LLC |
| City: |
Houma |
| State: |
LA |
| Zip: |
70360 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VEA |
Vanguard Europe Pacific ETF |
2 |
- |
$49.56 |
$17,847,000 |
365,194 |
11.31% |
608,000 |
3,407 |
0.016 |
Closed - End Fund - F... |
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DFSV |
Dfa Dimensional Us Small Ca... |
3 |
- |
$0.00 |
$16,020,000 |
555,082 |
10.16% |
291,000 |
11,217 |
0.617 |
N/A |
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VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$57.93 |
$10,533,000 |
183,525 |
6.68% |
242,000 |
9,396 |
0.02 |
Closed - End Fund - Debt |
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DFEM |
Dfa Dimensional Emerging Ma... |
6 |
- |
$0.00 |
$7,911,000 |
312,688 |
5.02% |
569,000 |
8,792 |
0.302 |
N/A |
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DISV |
Dfa Dimensional Internation... |
8 |
- |
$0.00 |
$6,221,000 |
230,927 |
3.94% |
445,000 |
3,899 |
0.257 |
N/A |
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ITOT |
iShares Core S&P Total US |
9 |
- |
$116.35 |
$5,618,000 |
50,563 |
3.56% |
180,000 |
261 |
0.014 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
13 |
- |
$0.00 |
$1,733,000 |
23,968 |
1.1% |
51,000 |
18 |
0 |
N/A |
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JPM |
JP Morgan Chase & Co |
17 |
- |
$204.79 |
$771,000 |
4,012 |
0.49% |
108,000 |
248 |
0 |
Domestic Money Center... |
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