HT

Hartmann Taylor Wealth Management, LLC

13F
Hartmann Taylor Wealth Management, LLC
Last update 2025-04-24 51 Stocks (0 new)
Value $112.00 Mil Turnover 0 %
Countries:
Top Holdings: VTV(13.74%)CGGR(8.65%)CGDV(8.50%)CGBL(8.10%)CGMU(5.04%)
Summary Stock Picks Current Portfolio
Hartmann Taylor Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
88,759
15,332.2
0%
13.740
0%
0.010
-7.05%
-2.69%
139,772.6
 
CGGR 		Capital Group Growth ETF
281,622
9,645.5
0%
8.650
0%
0.090
-12.15%
-6.65%
11,487.2
 
CGDV 		Capital Group Dividend Value ETF
266,019
9,480.9
0%
8.500
0%
0.060
-5.21%
-1.50%
15,374.5
 
CGBL 		Capital Group Core Balanced ETF
291,584
9,033.3
0%
8.100
0%
0.470
-4.68%
-1.60%
1,925.6
 
CGMU 		Capital Group Municipal Income ETF
209,814
5,627.2
0%
5.040
0%
0.210
-1.56%
-1.45%
2,657.9
 
VXUS 		Vanguard Total International Stock
87,830
5,454.2
0%
4.890
0%
0.010
+3.73%
+7.52%
83,505.3
 
VEU 		Vanguard FTSE All-World ex-US ETF
83,173
5,045.3
0%
4.520
0%
0.010
+3.91%
+7.75%
41,168.7
 
SCHB 		Schwab U.S. Broad Market ETF
227,679
4,901.9
0%
4.390
0%
0.020
-10.13%
-6.56%
30,468.2
 
VB 		Vanguard Small Cap ETF
18,678
4,141.9
0%
3.710
0%
0.010
-14.71%
-10.61%
65,671.3
 
VV 		Vanguard Large Cap ETF
14,795
3,802.8
0%
3.410
0%
0.010
-9.53%
-5.96%
42,660.2
 

Hartmann Taylor Wealth Management, LLC's Historical Top Holdings Breakdowns

Hartmann Taylor Wealth Management, LLC Total Holding History ($B)

To

Hartmann Taylor Wealth Management, LLC's Asset Allocation

To

Hartmann Taylor Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hartmann Taylor Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Hartmann Taylor Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hartmann Taylor Wealth Management, LLC's Holdings Heat Map

Size field:

Hartmann Taylor Wealth Management, LLC's Holdings Bubble Chart

Hartmann Taylor Wealth Management, LLC News

  • 1

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