SEC Form 13F

HTG Investment Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$390,073,732
Positions88

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$38,658,088871,463
AMERICAN CENTY ETF TRAVUSUS EQT ETF$38,005,967296,736
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$27,956,881750,319
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$27,372,938306,872
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$21,949,002595,793
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$18,045,654267,027
VANGUARD INDEX FDSVTVVALUE ETF$15,553,87971,371
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$15,073,155190,727
CBRE GROUP INCCBRECL A$14,922,979110,795
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$13,471,684270,624

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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