HFM Investment Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
HFM Investment Advisors, LLC 13F Holdings
CIK 0002067972 · GLASSBORO, NJ
As of Sep 30, 2025, HFM Investment Advisors, LLC reported
1,267 positions worth $245.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,552,121 | $98.4M | 40.03% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 1,573,404 | $49.4M | 20.08% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 709,967 | $30.4M | 12.34% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 375,124 |
|
8.0M7.32% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 447,144 |
6.9M | 6.87% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 168,062 | $9.1M | 3.69% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 181,998 | $5.0M | 2.02% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 82,717 | $4.6M | 1.87% |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | AOA | — | 26,384 | $2.3M | 0.95% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 11,658 |
.6M | 0.65% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 5,628 |
.0M | 0.42% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 11,976 | $771.0K | 0.31% |
| CISCO SYSTEMS INC | CSCO | Technology | 10,794 | $738.5K | 0.30% |
| GE AEROSPACE | GE | Industrials | 2,236 | $672.6K | 0.27% |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1,611 | $563.1K | 0.23% |
| 3M CO | MMM | Industrials | 3,448 | $535.1K | 0.22% |
| EXXON MOBIL CORP | XOM | Energy | 4,211 | $474.8K | 0.19% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 1,647 | $464.7K | 0.19% |
| GE VERNOVA INC | GEV | Utilities | 559 | $343.7K | 0.14% |
| TESLA INC | TSLA | Consumer Cyclical | 752 | $334.4K | 0.14% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1,006 | $331.0K | 0.13% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 5,888 |
78.3K | 0.07% |
| JPMORGAN SHORT DURATION CORE PLUS ETF | JSCP | — | 3,744 |
78.3K | 0.07% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1,091 |
67.6K | 0.07% |
| APPLE INC | AAPL | Technology | 589 |
50.0K | 0.06% |