Institutional Manager · CIK 0002067972
HFM Investment Advisors, LLC
GLASSBORO, NJ · File #028-25612
Latest AUM
$255.8M
Positions
1,278
Top-10 Concentration
95.8%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,582,955 | $102.3M | 40.46% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 1,591,987 | $52.1M | 20.61% |
| 3 | DIMENSIONAL ETF TRUST | 25434V872 | 717,629 | $30.5M | 12.08% |
| 4 | DIMENSIONAL ETF TRUST | 25434V849 | 366,733 | $17.7M | 6.99% |
| 5 | DIMENSIONAL ETF TRUST | 25434V831 | 453,234 | $17.2M | 6.82% |
| 6 | DIMENSIONAL ETF TRUST | 25434V575 | 170,020 | $8.9M | 3.54% |
| 7 | DIMENSIONAL ETF TRUST | 25434V658 | 185,881 | $4.9M | 1.94% |
| 8 | DIMENSIONAL ETF TRUST | 25434V583 | 83,473 | $4.5M | 1.79% |
| 9 | ISHARES TR | 464289859 | 25,937 | $2.3M | 0.92% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042742 | 12,047 | $1.7M | 0.67% |
| 11 | JOHNSON & JOHNSON | JNJ | 5,691 | $1.2M | 0.47% |
| 12 | CISCO SYS INC | CSCO | 10,879 | $838,010 | 0.33% |
| 13 | ISHARES TR | 464289867 | 12,035 | $782,348 | 0.31% |
| 14 | GE AEROSPACE | 369604301 | 2,253 | $693,992 | 0.27% |
| 15 | ROCKWELL AUTOMATION INC | ROK | 1,612 | $627,181 | 0.25% |
| 16 | 3M CO | MMM | 3,482 | $557,469 | 0.22% |
| 17 | EXXON MOBIL CORP | XOM | 4,384 | $527,556 | 0.21% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 1,684 | $498,704 | 0.20% |
| 19 | TESLA INC | TSLA | 830 | $373,268 | 0.15% |
| 20 | GE VERNOVA INC | GEV | 569 | $371,882 | 0.15% |