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| Name: |
HTG Investment Advisors Inc. |
| City: |
NEW CANAAN |
| State: |
CT |
| Zip: |
06840 |
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data |
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| Holdings
Found :
17 |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$31.79 |
$21,943,000 |
686,807 |
12.72% |
3,226,000 |
46,470 |
0.076 |
N/A |
|
|
AVUS |
Avantis Us Equity Etf |
4 |
- |
$0.00 |
$14,073,000 |
157,244 |
8.16% |
2,869,000 |
19,854 |
0.175 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
5 |
- |
$0.00 |
$13,406,000 |
501,141 |
7.77% |
2,208,000 |
62,524 |
0.056 |
N/A |
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AGG |
iShares Barclays Agency Bond |
6 |
- |
$96.55 |
$8,323,000 |
84,976 |
4.83% |
848,000 |
9,664 |
0.001 |
Closed - End Fund - E... |
|
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BSV |
Vanguard Short-Term Bond |
7 |
- |
$76.30 |
$8,080,000 |
105,387 |
4.68% |
1,310,000 |
17,486 |
0.02 |
Closed - End Fund - E... |
|
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AVDE |
Avantis International Equit... |
8 |
- |
$64.64 |
$7,635,000 |
119,778 |
4.43% |
1,094,000 |
11,539 |
0.133 |
N/A |
|
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DFEM |
Dfa Dimensional Emerging Ma... |
9 |
- |
$0.00 |
$6,541,000 |
256,620 |
3.79% |
747,000 |
24,470 |
0.248 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
10 |
- |
$161.93 |
$6,018,000 |
36,955 |
3.49% |
1,635,000 |
7,635 |
0.007 |
Closed - End Fund - E... |
|
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DFAU |
Dfa Dimensional Us Core Equ... |
11 |
- |
$0.00 |
$5,125,000 |
140,255 |
2.97% |
1,576,000 |
33,533 |
0.156 |
N/A |
|
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VUG |
Vanguard Growth VIPERS |
12 |
- |
$345.65 |
$4,568,000 |
13,270 |
2.65% |
693,000 |
804 |
0.005 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
13 |
- |
$60.31 |
$3,732,000 |
61,446 |
2.16% |
506,000 |
49,806 |
0.026 |
Closed - End Fund - E... |
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AVEM |
Avantis Emerging Markets Eq... |
15 |
- |
$0.00 |
$2,574,000 |
44,417 |
1.49% |
172,000 |
1,814 |
0.04 |
N/A |
|
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VUSB |
Vanguard Ultrashort Bond Etf |
16 |
- |
$0.00 |
$2,521,000 |
50,880 |
1.46% |
78,000 |
1,459 |
0.057 |
N/A |
|
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DFAS |
Dimensional U S Small Cap Etf |
17 |
- |
$61.92 |
$2,409,000 |
38,644 |
1.4% |
461,000 |
5,963 |
0.043 |
N/A |
|
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AVRE |
Avantis Real Estate Etf |
23 |
- |
$0.00 |
$1,581,000 |
37,401 |
0.92% |
453,000 |
11,354 |
0.416 |
N/A |
|
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VT |
Vanguard Total World Stock ... |
24 |
- |
$111.24 |
$1,554,000 |
14,063 |
0.9% |
166,000 |
573 |
0.008 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
30 |
- |
$71.65 |
$782,000 |
10,769 |
0.45% |
304,000 |
4,268 |
0.001 |
Closed - End Fund - E... |
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