Portfolio (Quarterly)
Guide ↗
Hiley Hunt Wealth Management
· CIK 0002048051| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,857.0 | $384K | 0.17% | NEW | — | $206.92 | +20.1% |
| 42 | VMI | VALMONT INDS INC | Industrials | 786.0 | $316K | 0.14% | NEW | — | $402.09 | +34.5% |
| 43 | ESML | ISHARES TR | — | 6,316.0 | $290K | 0.13% | NEW | — | $45.98 | +18.1% |
| 44 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,070.0 | $247K | 0.11% | NEW | — | $230.82 | +11.0% |
| 45 | DDTN | INNOVATOR ETFS TRUST | — | 12,730.0 | $244K | 0.11% | NEW | — | $19.17 | +7.0% |
| 46 | VOO | VANGUARD INDEX FDS | — | 360.0 | $225K | 0.10% | NEW | — | $626.33 | +10.4% |
| 47 | EEM | ISHARES TR | — | 4,043.0 | $221K | 0.10% | NEW | — | $54.72 | +17.1% |
| 48 | KO | COCA COLA CO | Consumer Defensive | 3,157.0 | $221K | 0.10% | NEW | — | $69.91 | +20.9% |
| 49 | UMAR | INNOVATOR ETFS TRUST | — | 5,066.0 | $202K | 0.09% | NEW | — | $39.95 | +6.3% |
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
29.8%
Financial Services
25.8%
Industrials
17.5%
Consumer Defensive
15.2%
Communication Services
4.7%
Healthcare
4.3%
Consumer Cyclical
2.7%