Portfolio (Quarterly)
Guide ↗
Hiley Hunt Wealth Management
· CIK 0002048051| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 6,891.0 | $3.3M | 1.46% | -48.0 | -0.7% | $479.20 | — |
| 2 | EFA | ISHARES TR | — | 21,687.0 | $2.1M | 0.93% | -357.0 | -1.6% | $97.13 | +7.1% |
| 3 | UNP | UNION PAC CORP | Industrials | 5,419.0 | $1.3M | 0.58% | -28.0 | -0.5% | $242.60 | +9.6% |
| 4 | VB | VANGUARD INDEX FDS | — | 4,691.0 | $1.2M | 0.54% | -29.0 | -0.6% | $261.93 | +10.4% |
| 5 | AAPL | APPLE INC | Technology | 4,732.0 | $1.2M | 0.53% | -395.0 | -7.7% | $253.78 | +21.7% |
| 6 | MSFT | MICROSOFT CORP | Technology | 2,648.0 | $980K | 0.43% | -15.0 | -0.6% | $370.24 | +13.1% |
| 7 | SPY | SPDR S&P 500 ETF TR | Financial Services | 971.0 | $631K | 0.28% | -224.0 | -18.7% | $650.35 | +14.7% |
| 8 | IWF | ISHARES TR | — | 1,183.0 | $504K | 0.22% | -22.0 | -1.8% | $426.40 | -70.7% |
| 9 | EALT | INNOVATOR ETFS TRUST | — | 12,293.0 | $413K | 0.18% | -6K | -31.1% | $33.59 | +5.8% |
| 10 | — | INNOVATOR ETFS TRUST | — | 15,633.0 | $399K | 0.18% | -200.0 | -1.3% | $25.54 | — |
| 11 | MUB | ISHARES TR | — | 3,666.0 | $389K | 0.17% | -29.0 | -0.8% | $106.15 | +0.0% |
| 12 | IVV | ISHARES TR | — | 509.0 | $332K | 0.15% | -83.0 | -14.0% | $653.20 | +14.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.2%
Financial Services
20.1%
Industrials
19.6%
Consumer Defensive
18.5%
Healthcare
5.5%
Communication Services
4.7%
Consumer Cyclical
2.7%
Energy
2.7%