HTG Investment Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
HTG Investment Advisors, Inc. 13F Holdings
CIK 0001963875 · NEW CANAAN, CT
As of Sep 30, 2025, HTG Investment Advisors, Inc. reported
75 positions worth $297.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 810,180 | $31.2M | 10.51% |
| AVANTIS US EQUITY ETF | AVUS | — | 212,066 | $23.1M | 7.76% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 701,565 | $23.0M | 7.74% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 276,722 | $21.8M | 7.35% |
| CBRE GROUP INC | CBRE | Real Estate | 124,313 |
|
9.6M6.59% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 613,767 |
9.3M | 6.48% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 213,414 |
6.8M | 5.67% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 249,083 |
6.2M | 5.45% |
| VANGUARD VALUE INDEX FUND | VTV | — | 66,864 |
2.5M | 4.20% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 115,036 |
1.5M | 3.88% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 283,514 | $9.1M | 3.06% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 175,091 | $8.0M | 2.70% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,438 | $7.9M | 2.65% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 70,817 | $5.3M | 1.79% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 104,037 | $5.2M | 1.75% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 98,580 | $5.0M | 1.67% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 69,741 | $4.6M | 1.53% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 58,249 | $4.2M | 1.42% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 47,249 | $3.5M | 1.18% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 75,359 | $3.4M | 1.13% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,972 | $3.3M | 1.10% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 47,354 | $3.2M | 1.09% |
| APPLE INC | AAPL | Technology | 12,236 | $3.1M | 1.05% |
| CRA INTERNATIONAL INC | CRAI | Industrials | 13,609 | $2.8M | 0.95% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 17,619 | $2.4M | 0.82% |