Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 1,108 | $250K | 0.03% | SOLD |
| 2 | GOVT | ISHARES TR | — | 3,732 | $86K | 0.01% | SOLD |
| 3 | HUBS | HUBSPOT INC | Technology | 343 | $84K | 0.01% | SOLD |
| 4 | RSPS | INVESCO EXCHANGE TRADED FD T | — | 2,600 | $77K | 0.01% | SOLD |
| 5 | TWLO | TWILIO INC | Communication Services | 600 | $75K | 0.01% | SOLD |
| 6 | DFUV | DIMENSIONAL ETF TRUST | — | 1,019 | $49K | 0.01% | SOLD |
| 7 | USHY | ISHARES TR | — | 1,203 | $44K | 0.01% | SOLD |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | — | 355 | $29K | 0.00% | SOLD |
| 9 | DFAS | DIMENSIONAL ETF TRUST | — | 383 | $27K | 0.00% | SOLD |
| 10 | HYLB | DBX ETF TR | — | 718 | $26K | 0.00% | SOLD |
| 11 | DFGR | DIMENSIONAL ETF TRUST | — | 935 | $25K | 0.00% | SOLD |
| 12 | DFAT | DIMENSIONAL ETF TRUST | — | 396 | $25K | 0.00% | SOLD |
| 13 | GL | GLOBE LIFE INC | Financial Services | 170 | $24K | 0.00% | SOLD |
| 14 | DFUS | DIMENSIONAL ETF TRUST | — | 331 | $23K | 0.00% | SOLD |
| 15 | — | AIR LEASE CORP | — | 270 | $18K | 0.00% | SOLD |
| 16 | DFSD | DIMENSIONAL ETF TRUST | — | 315 | $15K | 0.00% | SOLD |
| 17 | SNOW | SNOWFLAKE INC | Technology | 100 | $15K | 0.00% | SOLD |
| 18 | AAL | AMERICAN AIRLINES GROUP INC | Industrials | 1,400 | $15K | 0.00% | SOLD |
| 19 | DFIV | DIMENSIONAL ETF TRUST | — | 279 | $15K | 0.00% | SOLD |
| 20 | DFEV | DIMENSIONAL ETF TRUST | — | 406 | $15K | 0.00% | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
16.0%
Industrials
13.1%
Consumer Cyclical
10.7%
Healthcare
7.6%
Communication Services
7.2%
Consumer Defensive
4.7%
Utilities
3.1%
Energy
3.1%
Real Estate
1.3%