Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HTG Investment Advisors, Inc. (CIK 1963875) reported $351.5M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($34.3M, 9.74%), AVUS ($30.8M, 8.76%), DFIC ($26.4M, 7.52%), AVDE ($24.2M, 6.89%), DFAX ($21.4M, 6.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $34.3M | 9.74% | 881,511 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $30.8M | 8.76% | 276,823 | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $26.4M | 7.52% | 743,701 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $24.2M | 6.89% | 285,656 | Added |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $21.4M | 6.08% | 629,397 | Added |
| 6 | HELO | J P MORGAN EXCHANGE TRADED F | $16.7M | 4.76% | 261,547 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $16.6M | 4.71% | 211,339 | Trimmed |
| 8 | CBRE | CBRE GROUP INC | $15.0M | 4.27% | 110,795 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $14.1M | 4.02% | 72,016 | Added |
| 10 | AGG | ISHARES TR | $12.9M | 3.67% | 129,859 | Added |
| 11 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.8M | 3.37% | 236,875 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $10.4M | 2.95% | 300,436 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $10.3M | 2.92% | 227,572 | Added |
| 14 | VUSB | VANGUARD BD INDEX FDS | $9.6M | 2.74% | 193,730 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $8.5M | 2.41% | 106,655 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $8.5M | 2.41% | 19,396 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $6.2M | 1.76% | 76,793 | Added |
| 18 | AAPL | APPLE INC | $5.8M | 1.65% | 22,884 | Added |
| 19 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.32% | 100,488 | Added |
| 20 | AVRE | AMERICAN CENTY ETF TR | $4.4M | 1.25% | 99,734 | Added |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $4.1M | 1.17% | 57,907 | Hold |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $3.6M | 1.03% | 51,092 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $3.2M | 0.90% | 9,912 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $3.1M | 0.89% | 42,492 | Trimmed |
| 25 | IVV | ISHARES TR | $2.9M | 0.81% | 4,383 | New |
Source: SEC Form 13F filings · as of 2026-03-31