HTG Investment Advisors

HTG Investment Advisors as of March 31, 2024

Portfolio Holdings for HTG Investment Advisors

HTG Investment Advisors holds 61 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.7 $22M 687k 31.95
Cbre Group Cl A (CBRE) 9.3 $16M 166k 97.24
Dimensional Etf Trust World Ex Us Core (DFAX) 8.7 $15M 588k 25.44
American Centy Etf Tr Us Eqt Etf (AVUS) 8.2 $14M 157k 89.50
Dimensional Etf Trust Intl Core Equity (DFIC) 7.8 $13M 501k 26.75
Ishares Tr Core Us Aggbd Et (AGG) 4.8 $8.3M 85k 97.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $8.1M 105k 76.67
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.4 $7.6M 120k 63.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.8 $6.5M 257k 25.49
Vanguard Index Fds Value Etf (VTV) 3.5 $6.0M 37k 162.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.0 $5.1M 140k 36.54
Vanguard Index Fds Growth Etf (VUG) 2.6 $4.6M 13k 344.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $3.7M 61k 60.74
Dimensional Etf Trust Us Equity Etf (DFUS) 2.0 $3.4M 60k 56.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $2.6M 44k 57.96
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $2.5M 51k 49.55
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $2.4M 39k 62.34
Apple (AAPL) 1.3 $2.2M 13k 171.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.0M 4.1k 480.70
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 7.3k 259.88
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.8M 5.3k 337.05
CRA International (CRAI) 1.0 $1.7M 11k 149.58
American Centy Etf Tr Real Estate Etf (AVRE) 0.9 $1.6M 37k 42.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.6M 14k 110.50
Procter & Gamble Company (PG) 0.7 $1.1M 6.9k 162.25
Microsoft Corporation (MSFT) 0.6 $953k 2.3k 420.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $943k 1.8k 523.12
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $900k 18k 50.74
Exxon Mobil Corporation (XOM) 0.5 $828k 7.1k 116.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $782k 11k 72.63
Chevron Corporation (CVX) 0.4 $755k 4.8k 157.74
Amazon (AMZN) 0.4 $749k 4.2k 180.38
Colgate-Palmolive Company (CL) 0.4 $734k 8.2k 90.05
Select Sector Spdr Tr Technology (XLK) 0.4 $693k 3.3k 208.28
JPMorgan Chase & Co. (JPM) 0.4 $682k 3.4k 200.30
General Electric Com New (GE) 0.4 $666k 3.8k 175.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $588k 12k 50.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $587k 14k 41.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $497k 3.3k 152.26
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $488k 3.7k 131.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $435k 6.6k 65.87
PPG Industries (PPG) 0.2 $419k 2.9k 144.90
Oracle Corporation (ORCL) 0.2 $417k 3.3k 125.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $399k 7.3k 54.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $370k 880.00 420.52
International Business Machines (IBM) 0.2 $348k 1.8k 190.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $346k 2.2k 155.91
Caterpillar (CAT) 0.2 $335k 914.00 366.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $329k 740.00 444.21
NVIDIA Corporation (NVDA) 0.2 $324k 359.00 903.64
Johnson & Johnson (JNJ) 0.2 $303k 1.9k 158.23
RPM International (RPM) 0.2 $289k 2.4k 118.95
Altus Power Com Cl A (AMPS) 0.2 $287k 60k 4.78
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $273k 1.1k 249.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $265k 503.00 525.83
Verizon Communications (VZ) 0.1 $229k 5.5k 41.96
IDEXX Laboratories (IDXX) 0.1 $218k 404.00 539.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $214k 1.5k 147.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $212k 1.4k 150.93
Walt Disney Company (DIS) 0.1 $206k 1.7k 122.35
At&t (T) 0.1 $177k 10k 17.60