0001951757-23-000595.txt : 20231024 0001951757-23-000595.hdr.sgml : 20231024 20231024163224 ACCESSION NUMBER: 0001951757-23-000595 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HTG Investment Advisors, Inc. CENTRAL INDEX KEY: 0001963875 IRS NUMBER: 223248147 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22921 FILM NUMBER: 231343022 BUSINESS ADDRESS: STREET 1: 50 LOCUST AVENUE CITY: NEW CANAAN STATE: CT ZIP: 06840 BUSINESS PHONE: (203) 972-8262 MAIL ADDRESS: STREET 1: 50 LOCUST AVENUE CITY: NEW CANAAN STATE: CT ZIP: 06840 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963875 XXXXXXXX 09-30-2023 09-30-2023 HTG Investment Advisors, Inc.

50 LOCUST AVENUE NEW CANAAN CT 06840

13F HOLDINGS REPORT 028-22921 N Robin Sherwood (203) 972-8262 Robin Sherwood New Canaan CT 10-24-2023 2 52 124777685 false 1 Aperio 2 Natixis INFORMATION TABLE 2 F_13F_HTG_Q32023.xml ALPHABET INC CAP STK CL C 02079K107 454091 3444 SH DFND 2 0 0 3444 ALTUS POWER INC COM CL A 02217A102 315000 60000 SH SOLE 0 0 60000 AMAZON COM INC COM 023135106 217502 1711 SH DFND 1, 2 0 200 1511 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2148553 40700 SH SOLE 0 0 40700 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 5392930 96908 SH SOLE 0 0 96908 AMERICAN CENTY ETF TR US EQT ETF 025072885 9005998 122932 SH SOLE 0 0 122932 APPLE INC COM 037833100 2472005 14438 SH DFND 1, 2 0 396 14042 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 335587 958 SH DFND 1 0 20 938 CBRE GROUP INC CL A 12504L109 11590998 156932 SH DFND 2 0 0 156932 CRA INTL INC COM 12618T105 1214964 12058 SH SOLE 0 0 12058 CATERPILLAR INC COM 149123101 248499 910 SH DFND 2 0 0 910 CHEVRON CORP NEW COM 166764100 806509 4783 SH DFND 1 0 19 4764 COLGATE PALMOLIVE CO COM 194162103 579689 8152 SH DFND 1,2 0 66 8086 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3062507 102254 SH SOLE 0 0 102254 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2805010 60258 SH SOLE 0 0 60258 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1462634 27865 SH SOLE 0 0 27865 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 337421 7385 SH SOLE 0 0 7385 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16163383 616923 SH SOLE 0 0 616923 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 5145589 220746 SH SOLE 0 0 220746 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 8979499 384561 SH SOLE 0 0 384561 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 14226610 631732 SH SOLE 0 0 631732 EXXON MOBIL CORP COM 30231G102 956475 8135 SH DFND 2 0 0 8135 GENERAL ELECTRIC CO COM NEW 369604301 419537 3795 SH DFND 1, 2 0 19 3776 INTERNATIONAL BUSINESS MACHS COM 459200101 364780 2600 SH DFND 1 0 0 2600 INVESCO QQQ TR UNIT SER 1 46090E103 265240 740 SH SOLE 0 0 740 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 388576 6610 SH SOLE 0 0 6610 ISHARES TR CORE S&P500 ETF 464287200 212607 495 SH SOLE 0 0 495 ISHARES TR CORE US AGGBD ET 464287226 5998059 63782 SH SOLE 0 0 63782 ISHARES TR CORE S&P MCP ETF 464287507 2495388 10008 SH SOLE 0 0 10008 ISHARES TR RUS 1000 GRW ETF 464287614 1440602 5416 SH SOLE 0 0 5416 JPMORGAN CHASE & CO COM 46625H100 524392 3616 SH DFND 1, 2 0 58 3558 JOHNSON & JOHNSON COM 478160104 384156 2466 SH DFND 1, 2 0 48 2418 MICROSOFT CORP COM 594918104 753797 2387 SH DFND 1, 2 0 168 2219 ORACLE CORP COM 68389X105 390851 3690 SH DFND 1, 2 0 18 3672 PPG INDS INC COM 693506107 374992 2889 SH DFND 2 0 0 2889 PHILIP MORRIS INTL INC COM 718172109 201842 2180 SH DFND 1 0 24 2156 PROCTER AND GAMBLE CO COM 742718109 1003058 6877 SH DFND 1, 2 0 85 6792 RPM INTL INC COM 749685103 229914 2425 SH SOLE 0 0 2425 SPDR S&P 500 ETF TR TR UNIT 78462F103 770388 1802 SH SOLE 0 0 1802 SPDR SER TR S&P DIVID ETF 78464A763 427503 3717 SH SOLE 0 0 3717 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 545411 3327 SH SOLE 0 0 3327 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5199516 69170 SH SOLE 0 0 69170 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 512510 11723 SH SOLE 0 0 11723 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1942651 39493 SH SOLE 0 0 39493 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1160673 12456 SH SOLE 0 0 12456 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 552972 14103 SH SOLE 0 0 14103 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1599074 4072 SH SOLE 0 0 4072 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 288529 2203 SH SOLE 0 0 2203 VANGUARD INDEX FDS MID CAP ETF 922908629 227606 1093 SH SOLE 0 0 1093 VANGUARD INDEX FDS GROWTH ETF 922908736 3118207 11451 SH SOLE 0 0 11451 VANGUARD INDEX FDS VALUE ETF 922908744 3864661 28019 SH SOLE 0 0 28019 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1198740 5644 SH SOLE 0 0 5644