Filed: 5/16/2025ACC: 0002067972-25-000002
📋 What this filing means
HFM INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1189 equity positions with a total reported market value of $206.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1189
Positions
$206.22M
Total AUM (reported)
7.12M
Total Shares
Allocation by class
US CORE EQUITY 2$89.63M43.5%
WORLD EX US CORE$44.00M21.3%
CORE FIXED INCOM$29.43M14.3%
NATL MUN BD ETF$17.35M8.4%
GLOBAL EX US COR$9.95M4.8%
COM$5.72M2.8%
GLOBAL REAL EST$4.02M1.9%
Portfolio Concentration
Top 3$163.07M79.1%
4–10$35.94M17.4%
11–25$4.51M2.2%
Rest$2.69M1.3%
Top 3 weight
79.1%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 7.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1189
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1189
Rows:
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
SOLEShares2.72M
TypeSH
Market value$89.63M
43.47%
Sole
0.00
Shared
0.00
None
2.72M
Dimensional ETF Trust Dimensional World ex U.S. Core Equity 2 ETF
SOLEShares1.68M
TypeSH
Market value$44.00M
21.34%
Sole
0.00
Shared
0.00
None
1.68M
Dimensional ETF Trust Dimensional Core Fixed Income ETF
SOLEShares699.82K
TypeSH
Market value$29.43M
14.27%
Sole
0.00
Shared
0.00
None
699.82K
Dimensional ETF Trust Dimensional National Municipal Bond ETF
SOLEShares364.66K
TypeSH
Market value$17.35M
8.41%
Sole
0.00
Shared
0.00
None
364.66K
Dimensional ETF Trust Dimensional Global ex US Core Fixed Income ETF
SOLEShares190.46K
TypeSH
Market value$9.95M
4.83%
Sole
0.00
Shared
0.00
None
190.46K
Dimensional ETF Trust Dimensional Global Real Estate ETF
SOLEShares152.97K
TypeSH
Market value$4.02M
1.95%
Sole
0.00
Shared
0.00
None
152.97K
iShares Core Aggressive Allocation ETF
SOLEShares24.55K
TypeSH
Market value$1.88M
0.91%
Sole
0.00
Shared
0.00
None
24.55K
Vanguard Group, Inc. Vanguard Total World Stock ETF
SOLEShares1.20M
TypeSH
Market value$1.24M
0.60%
Sole
0.00
Shared
0.00
None
1.20M
Johnson & Johnson Ordinary Shares
SOLEShares5.04K
TypeSH
Market value$836.0K
0.41%
Sole
0.00
Shared
0.00
None
5.04K
iShares Core Growth Allocation ETF
SOLEShares11.72K
TypeSH
Market value$674.7K
0.33%
Sole
0.00
Shared
0.00
None
11.72K
Cisco Systems, Inc. Ordinary Shares
SOLEShares10.75K
TypeSH
Market value$663.5K
0.32%
Sole
0.00
Shared
0.00
None
10.75K
3M Co. Ordinary Shares
SOLEShares3.44K
TypeSH
Market value$505.2K
0.24%
Sole
0.00
Shared
0.00
None
3.44K
Exxon Mobil Corp. Ordinary Shares
SOLEShares4.10K
TypeSH
Market value$487.6K
0.24%
Sole
0.00
Shared
0.00
None
4.10K
GE Aerospace Ordinary Shares
SOLEShares2.21K
TypeSH
Market value$443.3K
0.21%
Sole
0.00
Shared
0.00
None
2.21K
Rockwell Automation Inc Ordinary Shares
SOLEShares1.61K
TypeSH
Market value$416.0K
0.20%
Sole
0.00
Shared
0.00
None
1.61K
International Business Machines Corp. Ordinary Shares
SOLEShares1.62K
TypeSH
Market value$402.0K
0.19%
Sole
0.00
Shared
0.00
None
1.62K
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Short Duration Core Plus ETF
SOLEShares4.30K
TypeSH
Market value$203.1K
0.10%
Sole
0.00
Shared
0.00
None
4.30K
SSgA Active Trust SPDR Portfolio Short Term Corporate Bond ETF
SOLEShares6.73K
TypeSH
Market value$202.5K
0.10%
Sole
0.00
Shared
0.00
None
6.73K
Tesla Inc Ordinary Shares
SOLEShares747.00
TypeSH
Market value$193.6K
0.09%
Sole
0.00
Shared
0.00
None
747.00
Constellation Energy Corporation Ordinary Shares
SOLEShares920.00
TypeSH
Market value$185.5K
0.09%
Sole
0.00
Shared
0.00
None
920.00
Procter & Gamble Co. Ordinary Shares
SOLEShares1.07K
TypeSH
Market value$182.0K
0.09%
Sole
0.00
Shared
0.00
None
1.07K
J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income ETF
SOLEShares3.45K
TypeSH
Market value$174.7K
0.08%
Sole
0.00
Shared
0.00
None
3.45K
GE Vernova Inc
SOLEShares554.00
TypeSH
Market value$169.1K
0.08%
Sole
0.00
Shared
0.00
None
554.00
Bristol-Myers Squibb Co. Ordinary Shares
SOLEShares2.58K
TypeSH
Market value$157.2K
0.08%
Sole
0.00
Shared
0.00
None
2.58K
Exelon Corp. Ordinary Shares
SOLEShares2.77K
TypeSH
Market value$127.6K
0.06%
Sole
0.00
Shared
0.00
None
2.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETFSOLE | US CORE EQUITY 2 | 2.72M | SH | $89.63M 43.47% | 0.00 | 0.00 | 2.72M |
Dimensional ETF Trust Dimensional World ex U.S. Core Equity 2 ETFSOLE | WORLD EX US CORE | 1.68M | SH | $44.00M 21.34% | 0.00 | 0.00 | 1.68M |
Dimensional ETF Trust Dimensional Core Fixed Income ETFSOLE | CORE FIXED INCOM | 699.82K | SH | $29.43M 14.27% | 0.00 | 0.00 | 699.82K |
Dimensional ETF Trust Dimensional National Municipal Bond ETFSOLE | NATL MUN BD ETF | 364.66K | SH | $17.35M 8.41% | 0.00 | 0.00 | 364.66K |
Dimensional ETF Trust Dimensional Global ex US Core Fixed Income ETFSOLE | GLOBAL EX US COR | 190.46K | SH | $9.95M 4.83% | 0.00 | 0.00 | 190.46K |
Dimensional ETF Trust Dimensional Global Real Estate ETFSOLE | GLOBAL REAL EST | 152.97K | SH | $4.02M 1.95% | 0.00 | 0.00 | 152.97K |
iShares Core Aggressive Allocation ETFSOLE | CORE 80/20 AGGRE | 24.55K | SH | $1.88M 0.91% | 0.00 | 0.00 | 24.55K |
Vanguard Group, Inc. Vanguard Total World Stock ETFSOLE | TT WRLD ST ETF | 1.20M | SH | $1.24M 0.60% | 0.00 | 0.00 | 1.20M |
Johnson & Johnson Ordinary SharesSOLE | COM | 5.04K | SH | $836.0K 0.41% | 0.00 | 0.00 | 5.04K |
iShares Core Growth Allocation ETFSOLE | CORE 60/40 BALAN | 11.72K | SH | $674.7K 0.33% | 0.00 | 0.00 | 11.72K |
Cisco Systems, Inc. Ordinary SharesSOLE | COM | 10.75K | SH | $663.5K 0.32% | 0.00 | 0.00 | 10.75K |
3M Co. Ordinary SharesSOLE | COM | 3.44K | SH | $505.2K 0.24% | 0.00 | 0.00 | 3.44K |
Exxon Mobil Corp. Ordinary SharesSOLE | COM | 4.10K | SH | $487.6K 0.24% | 0.00 | 0.00 | 4.10K |
GE Aerospace Ordinary SharesSOLE | COM NEW | 2.21K | SH | $443.3K 0.21% | 0.00 | 0.00 | 2.21K |
Rockwell Automation Inc Ordinary SharesSOLE | COM | 1.61K | SH | $416.0K 0.20% | 0.00 | 0.00 | 1.61K |
International Business Machines Corp. Ordinary SharesSOLE | COM | 1.62K | SH | $402.0K 0.19% | 0.00 | 0.00 | 1.62K |
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Short Duration Core Plus ETFSOLE | SHORT DURA CORE | 4.30K | SH | $203.1K 0.10% | 0.00 | 0.00 | 4.30K |
SSgA Active Trust SPDR Portfolio Short Term Corporate Bond ETFSOLE | PORTFOLIO SHORT | 6.73K | SH | $202.5K 0.10% | 0.00 | 0.00 | 6.73K |
Tesla Inc Ordinary SharesSOLE | COM | 747.00 | SH | $193.6K 0.09% | 0.00 | 0.00 | 747.00 |
Constellation Energy Corporation Ordinary SharesSOLE | COM | 920.00 | SH | $185.5K 0.09% | 0.00 | 0.00 | 920.00 |
Procter & Gamble Co. Ordinary SharesSOLE | COM | 1.07K | SH | $182.0K 0.09% | 0.00 | 0.00 | 1.07K |
J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income ETFSOLE | ULTRA SHRT ETF | 3.45K | SH | $174.7K 0.08% | 0.00 | 0.00 | 3.45K |
GE Vernova IncSOLE | COM | 554.00 | SH | $169.1K 0.08% | 0.00 | 0.00 | 554.00 |
Bristol-Myers Squibb Co. Ordinary SharesSOLE | COM | 2.58K | SH | $157.2K 0.08% | 0.00 | 0.00 | 2.58K |
Exelon Corp. Ordinary SharesSOLE | COM | 2.77K | SH | $127.6K 0.06% | 0.00 | 0.00 | 2.77K |
Page 1 of 48
…