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HTG Investment Advisors, Inc. Historic Quarter Change: USA ETF, Added, 2025 Q1

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HTG Investment Advisors, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 40 positions, added to 213, reduced 74 and sold out of 20.

  • Q1 2025: Stock HELO; Country of operation —; Class HEDGED EQUITY LA; Shares before 15,011.
  • Q1 2025: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 246,133.
  • Q1 2025: Stock DFIC; Country of operation —; Class INTL CORE EQUITY; Shares before 649,730.
  • Q1 2025: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 45,985.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963875), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025HELO
J P MORGAN EXCHANGE TRADED F		HEDGED EQUITY LA15,011221,610+206,599$931,282$13,225,685+$12,294,4032025-05-02
Q1 2025AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF246,133262,834+16,701$15,105,182$17,418,009+$2,312,8272025-05-02
Q1 2025DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY649,730674,220+24,490$16,792,272$18,723,089+$1,930,8172025-05-02
Q1 2025VTV
VANGUARD INDEX FDS		VALUE ETF45,98554,855+8,870$7,785,260$9,475,653+$1,690,3932025-05-02
Q1 2025DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE618,217624,979+6,762$15,368,875$16,374,450+$1,005,5752025-05-02
Q1 2025VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX6,76525,592+18,827$327,561$1,277,041+$949,4802025-05-02
Q1 2025AVUS
AMERICAN CENTY ETF TR		US EQT ETF166,942184,099+17,157$16,181,688$17,007,066+$825,3782025-05-02
Q1 2025DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 2740,965753,724+12,759$25,629,979$24,865,355-$764,6242025-05-02
Q1 2025AGG
ISHARES TR		CORE US AGGBD ET104,918109,867+4,949$10,166,554$10,868,044+$701,4902025-05-02
Q1 2025BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND190,581196,141+5,560$14,726,162$15,353,885+$627,7232025-05-02
Q1 2025JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF70,32682,986+12,660$3,526,849$4,149,300+$622,4512025-05-02
Q1 2025VUG
VANGUARD INDEX FDS		GROWTH ETF15,10715,303+196$6,200,517$5,674,658-$525,8592025-05-02
Q1 2025AVRE
AMERICAN CENTY ETF TR		REAL ESTATE ETF52,79161,288+8,497$2,212,999$2,635,997+$422,9982025-05-02
Q1 2025DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO284,059295,218+11,159$7,439,505$7,811,468+$371,9632025-05-02
Q1 2025VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA69,72876,840+7,112$3,459,901$3,830,843+$370,9422025-05-02
Q1 2025AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT53,00956,840+3,831$3,116,399$3,420,063+$303,6642025-05-02
Q1 2025DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT144,365144,826+461$5,845,339$5,567,111-$278,2282025-05-02
Q1 2025VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF14,26615,303+1,037$1,676,009$1,774,391+$98,3822025-05-02
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,7481,767+19$1,024,562$988,358-$36,2042025-05-02

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