HTG Investment Advisors, Inc. - Portfolio overview

HTG Investment Advisors, Inc. has 87 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 9.76%
2. AVUS - AMERICAN CENTY ETF TR, 8.77%
3. DFIC - DIMENSIONAL ETF TRUST, 7.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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