13F HOLDINGS REPORT
HMV Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001725547-25-001415
Total Value
$126.1M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V609 | 165,197 | $8.5M | 6.75% |
| 2 | EA SERIES TRUST | 02072L532 | 416,602 | $8.1M | 6.42% |
| 3 | AMERICAN CENTY ETF TR | 025072877 | 72,645 | $6.3M | 5.02% |
| 4 | VANGUARD INDEX FDS | 922908769 | 22,371 | $6.1M | 4.88% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 162,717 | $5.4M | 4.26% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 129,118 | $5.1M | 4.03% |
| 7 | AMERICAN CENTY ETF TR | 025072802 | 72,460 | $5.1M | 4.01% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 178,941 | $4.7M | 3.76% |
| 9 | ISHARES TR | 464287150 | 36,436 | $4.4M | 3.53% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C706 | 70,763 | $4.2M | 3.33% |
| 11 | APPLE INC | AAPL | 15,551 | $3.5M | 2.74% |
| 12 | DIMENSIONAL ETF TRUST | 25434V831 | 100,515 | $3.3M | 2.64% |
| 13 | DIMENSIONAL ETF TRUST | 25434V724 | 73,840 | $3.0M | 2.41% |
| 14 | ISHARES TR | 46435G326 | 43,395 | $3.0M | 2.37% |
| 15 | DIMENSIONAL ETF TRUST | 25434V104 | 75,612 | $2.9M | 2.31% |
| 16 | DIMENSIONAL ETF TRUST | 25434V765 | 101,400 | $2.7M | 2.17% |
| 17 | AMAZON COM INC | AMZN | 13,728 | $2.6M | 2.07% |
| 18 | DIMENSIONAL ETF TRUST | 25434V781 | 84,598 | $2.5M | 1.95% |
| 19 | DIMENSIONAL ETF TRUST | 25434V880 | 78,663 | $2.1M | 1.64% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 25,662 | $2.0M | 1.59% |
| 21 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 18,551 | $1.9M | 1.48% |
| 22 | META PLATFORMS INC | META | 3,168 | $1.8M | 1.45% |
| 23 | NVIDIA CORPORATION | NVDA | 15,895 | $1.7M | 1.37% |
| 24 | SCHWAB STRATEGIC TR | 808524300 | 68,126 | $1.7M | 1.35% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 6,385 | $1.6M | 1.24% |
| 26 | VISA INC | V | 4,288 | $1.5M | 1.19% |
| 27 | MICROSOFT CORP | MSFT | 3,965 | $1.5M | 1.18% |
| 28 | ELI LILLY & CO | LLY | 1,604 | $1.3M | 1.05% |
| 29 | MASTERCARD INCORPORATED | MA | 2,416 | $1.3M | 1.05% |
| 30 | HOME DEPOT INC | HD | 3,355 | $1.2M | 0.98% |
| 31 | DIMENSIONAL ETF TRUST | 25434V815 | 42,805 | $1.2M | 0.96% |
| 32 | ALPHABET INC | GOOG | 6,737 | $1.0M | 0.83% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 1,827 | $956,891 | 0.76% |
| 34 | FISERV INC | FISV | 4,228 | $933,669 | 0.74% |
| 35 | MARATHON PETE CORP | MARA | 5,967 | $869,332 | 0.69% |
| 36 | STRYKER CORPORATION | SYK | 2,335 | $869,204 | 0.69% |
| 37 | ROPER TECHNOLOGIES INC | ROP | 1,434 | $845,458 | 0.67% |
| 38 | LAM RESEARCH CORP | LRCX | 11,282 | $820,201 | 0.65% |
| 39 | AT&T INC | T-PC | 25,725 | $727,503 | 0.58% |
| 40 | ACCENTURE PLC IRELAND | ACN | 2,293 | $715,508 | 0.57% |
| 41 | ABBOTT LABS | ABLZF | 5,372 | $712,596 | 0.57% |
| 42 | CISCO SYS INC | CSCO | 11,507 | $710,097 | 0.56% |
| 43 | SCHWAB CHARLES CORP | SCHW-PJ | 8,491 | $664,675 | 0.53% |
| 44 | AMERICAN CENTY ETF TR | 025072604 | 10,855 | $653,145 | 0.52% |
| 45 | AMERICAN ELEC PWR CO INC | 025537101 | 5,820 | $635,951 | 0.50% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,183 | $630,042 | 0.50% |
| 47 | SCHWAB STRATEGIC TR | 808524409 | 22,712 | $603,685 | 0.48% |
| 48 | UNION PAC CORP | UNP | 2,551 | $602,648 | 0.48% |
| 49 | TEXAS INSTRS INC | 882508104 | 3,216 | $577,915 | 0.46% |
| 50 | PIMCO ETF TR | 72201R205 | 10,655 | $575,583 | 0.46% |
| 51 | VANGUARD MALVERN FDS | 922020805 | 9,960 | $497,004 | 0.39% |
| 52 | LOCKHEED MARTIN CORP | LMT | 1,084 | $484,234 | 0.38% |
| 53 | BROADCOM INC | AVGO | 2,762 | $462,442 | 0.37% |
| 54 | SELECT SECTOR SPDR TR | 81369Y605 | 8,311 | $413,971 | 0.33% |
| 55 | AMERICAN CENTY ETF TR | 025072349 | 6,330 | $412,779 | 0.33% |
| 56 | AMERICAN WTR WKS CO INC NEW | 030420103 | 2,735 | $403,467 | 0.32% |
| 57 | SELECT SECTOR SPDR TR | 81369Y209 | 2,756 | $402,404 | 0.32% |
| 58 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 6,209 | $394,520 | 0.31% |
| 59 | DIMENSIONAL ETF TRUST | 25434V401 | 6,295 | $380,722 | 0.30% |
| 60 | NETFLIX INC | NFLX | 388 | $361,822 | 0.29% |
| 61 | PALANTIR TECHNOLOGIES INC | PLTR | 4,118 | $347,559 | 0.28% |
| 62 | VANGUARD WHITEHALL FDS | 921946406 | 2,650 | $341,744 | 0.27% |
| 63 | COCA COLA CO | KO | 4,674 | $334,752 | 0.27% |
| 64 | NORTHROP GRUMMAN CORP | NOC | 648 | $331,782 | 0.26% |
| 65 | DIMENSIONAL ETF TRUST | 25434V799 | 11,495 | $319,216 | 0.25% |
| 66 | WALMART INC | WMT | 3,505 | $307,704 | 0.24% |
| 67 | PRUDENTIAL FINL INC | PUKPF | 2,655 | $296,510 | 0.24% |
| 68 | PACER FDS TR | 69374H881 | 5,373 | $294,225 | 0.23% |
| 69 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 3,914 | $288,814 | 0.23% |
| 70 | PACER FDS TR | 69374H105 | 5,500 | $282,975 | 0.22% |
| 71 | DIMENSIONAL ETF TRUST | 25434V864 | 5,820 | $276,566 | 0.22% |
| 72 | ISHARES TR | 46432F396 | 1,268 | $256,301 | 0.20% |
| 73 | ISHARES TR | 46429B697 | 2,730 | $255,692 | 0.20% |
| 74 | SCHWAB STRATEGIC TR | 808524797 | 8,677 | $242,609 | 0.19% |
| 75 | CONSTELLATION BRANDS INC | STZ | 1,204 | $220,958 | 0.18% |
| 76 | EXXON MOBIL CORP | XOM | 1,805 | $214,669 | 0.17% |
| 77 | SELECT SECTOR SPDR TR | 81369Y803 | 1,031 | $212,881 | 0.17% |
| 78 | JOHNSON & JOHNSON | JNJ | 1,249 | $207,134 | 0.16% |
| 79 | BANK AMERICA CORP | 060505104 | 4,947 | $206,438 | 0.16% |
| 80 | INVESCO EXCH TRADED FD TR II | IVZ | 10,095 | $113,266 | 0.09% |