0001765380-25-000232.txt : 20250514 0001765380-25-000232.hdr.sgml : 20250514 20250514142418 ACCESSION NUMBER: 0001765380-25-000232 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250514 DATE AS OF CHANGE: 20250514 EFFECTIVENESS DATE: 20250514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Van Hulzen Asset Management, LLC CENTRAL INDEX KEY: 0001600145 ORGANIZATION NAME: EIN: 841567816 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15895 FILM NUMBER: 25944554 BUSINESS ADDRESS: STREET 1: 4370 TOWN CENTER BLVD. STREET 2: SUITE 220 CITY: EL DORADO HILLS STATE: CA ZIP: 95762 BUSINESS PHONE: 916-608-4284 MAIL ADDRESS: STREET 1: 4370 TOWN CENTER BLVD. STREET 2: SUITE 220 CITY: EL DORADO HILLS STATE: CA ZIP: 95762 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001600145 XXXXXXXX 03-31-2025 03-31-2025 Van Hulzen Asset Management, LLC

4370 TOWN CENTER BLVD. SUITE 220 EL DORADO HILLS CA 95762

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251787 3428 SH SOLE 0 0 3428 ISHARES TR RUSSELL 3000 ETF 464287689 251571 792 SH SOLE 0 0 792 NORTHWEST BANCSHARES INC MD COM 667340103 249415 20750 SH SOLE 0 0 20750 EMERSON ELEC CO COM 291011104 248883 2270 SH SOLE 0 0 2270 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 245817 2715 SH SOLE 0 0 2715 HP INC COM 40434L105 244747 8839 SH SOLE 0 0 8839 ISHARES TR SHORT TREAS BD 464288679 244559 2214 SH SOLE 0 0 2214 ISHARES TR 0-3 MNTH TREASRY 46436E718 243421 2418 SH SOLE 0 0 2418 DUKE ENERGY CORP NEW COM NEW 26441C204 241570 1981 SH SOLE 0 0 1981 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 239953 4730 SH SOLE 0 0 4730 FRANKLIN TEMPLETON ETF TR INCOME EQT FOCUS 35473P504 236019 4200 SH SOLE 0 0 4200 BLACK STONE MINERALS L P COM UNIT 09225M101 229050 15000 SH SOLE 0 0 15000 ISHARES TR CONV BD ETF 46435G102 226923 2714 SH SOLE 0 0 2714 VANGUARD INDEX FDS SMALL CP ETF 922908751 222494 1003 SH SOLE 0 0 1003 SPDR SER TR S&P DIVID ETF 78464A763 217430 1603 SH SOLE 0 0 1603 MASTERCARD INCORPORATED CL A 57636Q104 215488 393 SH SOLE 0 0 393 CHURCH & DWIGHT CO INC COM 171340102 214786 1951 SH SOLE 0 0 1951 TETRA TECHNOLOGIES INC DEL COM 88162F105 211680 63000 SH SOLE 0 0 63000 ISHARES TR SELECT DIVID ETF 464287168 210433 1567 SH SOLE 0 0 1567 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 210404 1019 SH SOLE 0 0 1019 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 209035 3446 SH SOLE 0 0 3446 COLGATE PALMOLIVE CO COM 194162103 208764 2228 SH SOLE 0 0 2228 HEWLETT PACKARD ENTERPRISE C COM 42824C109 208475 13511 SH SOLE 0 0 13511 ISHARES TR ESG MSCI KLD 400 464288570 207381 2025 SH SOLE 0 0 2025 ENBRIDGE INC COM 29250N105 206485 4660 SH SOLE 0 0 4660 OTIS WORLDWIDE CORP COM 68902V107 206400 2000 SH SOLE 0 0 2000 AUTOZONE INC COM 053332102 202078 53 SH SOLE 0 0 53 3M CO COM 88579Y101 201941 1375 SH SOLE 0 0 1375 PROLOGIS INC. COM 74340W103 201121 1799 SH SOLE 0 0 1799 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 189000 50000 SH SOLE 0 0 50000 NUVEEN TAXABLE MUNICPAL INM COM 67074C103 187370 11696 SH SOLE 0 0 11696 NUVEEN MUN HIGH INCOME OPPOR COM 670682103 170818 15657 SH SOLE 0 0 15657 FORD MTR CO COM 345370860 165265 16477 SH SOLE 0 0 16477 UDEMY INC COM 902685106 155300 20000 SH SOLE 0 0 20000 EATON VANCE TAX-MANAGED GLOB COM 27829F108 116809 14350 SH SOLE 0 0 14350 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 114518 10693 SH SOLE 0 0 10693 VALLEY NATL BANCORP COM 919794107 104902 11800 SH SOLE 0 0 11800 XERIS BIOPHARMA HOLDINGS INC COM 98422E103 89356 16276 SH SOLE 0 0 16276 LXP INDUSTRIAL TRUST COM 529043101 86691 10022 SH SOLE 0 0 10022 FOLD HLDGS INC COM CL A 29103K100 62155 10025 SH SOLE 0 0 10025 COMPLETE SOLARIA INC COM 20460L104 48050 31000 SH SOLE 0 0 31000 CHEGG INC COM 163092109 26208 41000 SH SOLE 0 0 41000 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 24594 40650 SH SOLE 0 0 40650 IMUNON INC COM 15117N602 10780 10266 SH SOLE 0 0 10266 BIOAFFINITY TECHNOLOGIES INC COMMON STOCK 09076W109 4164 16012 SH SOLE 0 0 16012