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HBE Wealth Management, LLC

All holdings · as of Dec 31, 2025

48 positions

CompanyClassValueShares% of portfolio
EA SERIES TRUST$13.43M576,33412.6%
iShares MSCI UAE ETF$11.21M75,39110.5%
VANGUARD SCOTTSDALE FDS$11.08M184,96110.4%
DIMENSIONAL ETF TRUST$8.83M184,1168.3%
VANGUARD MALVERN FDS$8.39M169,6527.9%
AMERICAN CENTY ETF TR$7.32M77,9006.9%
DIMENSIONAL ETF TRUST$5.93M149,8175.6%
DIMENSIONAL ETF TRUST$4.85M146,5814.6%
iShares MSCI UAE ETF$4.67M56,5904.4%
DIMENSIONAL ETF TRUST$3.09M81,1992.9%
DIMENSIONAL ETF TRUST$2.52M79,5902.4%
DIMENSIONAL ETF TRUST$2.02M33,9421.9%
AMERICAN CENTY ETF TR$1.92M18,8361.8%
VANGUARD INDEX FDS$1.73M5,1631.6%
DIMENSIONAL ETF TRUST$1.70M34,1291.6%
DIMENSIONAL ETF TRUST$1.31M39,9561.2%
Warren E. Buffett$1.30M2,5951.2%
AMETEK Inc$1.24M6,0251.2%
ISHARES TR$1.17M9,8381.1%
DIMENSIONAL ETF TRUST$1.09M33,0971.0%
MICROSOFT CORP$888.9K1,8380.8%
DIMENSIONAL ETF TRUST$865.9K22,7870.8%
VANGUARD BD INDEX FDS$811.3K10,2940.8%
NVIDIA Corp$746.4K4,0020.7%
Alphabet Inc.$643.9K2,0520.6%
DIMENSIONAL ETF TRUST$604.0K12,9640.6%
Amazon.com Inc$587.0K2,5430.6%
Apple Inc.$532.8K1,9600.5%
DIMENSIONAL ETF TRUST$488.3K10,4340.5%
VANGUARD TAX-MANAGED FDS$420.0K6,7240.4%
ISHARES INC$413.4K6,1500.4%
ISHARES TR$405.2K3,5630.4%
VANGUARD INDEX FDS$347.4K5540.3%
Alphabet Inc.$320.2K1,0230.3%
SPDR INDEX SHS FDS$315.1K7,0960.3%
DIMENSIONAL ETF TRUST$311.1K9,0270.3%
Walmart Inc.$275.5K2,4730.3%
Merck & Co., Inc.$257.8K2,4490.2%
iShares MSCI UAE ETF$254.2K6,6800.2%
ELI LILLY & Co$250.4K2330.2%
INTEL CORP$248.4K6,7310.2%
ISHARES TR$247.9K2,3140.2%
SPDR SERIES TRUST$231.0K2,8000.2%
Chubb Ltd$216.6K6940.2%
Expedia Group Inc$208.5K7360.2%
Broadcom Inc.$204.9K5920.2%
PEPSICO INC$203.9K1,4210.2%
PG&E Corp$190.7K11,8690.2%
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