0001951757-24-000399.txt : 20240429 0001951757-24-000399.hdr.sgml : 20240429 20240429125808 ACCESSION NUMBER: 0001951757-24-000399 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HTG Investment Advisors, Inc. CENTRAL INDEX KEY: 0001963875 ORGANIZATION NAME: 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: 24888871 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 03-31-2024 03-31-2024 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 04-29-2024 2 61 172468605 false 1 Aperio 2 Natixis INFORMATION TABLE 2 F_13F_HTG_Q12024.xml AT&T INC COM 00206R102 176651 10037 SH DFND 1 0 236 9801 ALPHABET INC CAP STK CL C 02079K107 497433 3267 SH DFND 2 0 0 3267 ALPHABET INC CAP STK CL A 02079K305 211906 1404 SH DFND 1,2 0 260 1144 ALTUS POWER INC COM CL A 02217A102 286800 60000 SH SOLE 0 0 60000 AMAZON COM INC COM 023135106 749299 4154 SH DFND 1,2 0 200 3954 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 1581314 37401 SH SOLE 0 0 37401 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2574409 44417 SH SOLE 0 0 44417 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 7634650 119778 SH SOLE 0 0 119778 AMERICAN CENTY ETF TR US EQT ETF 025072885 14073338 157244 SH SOLE 0 0 157244 APPLE INC COM 037833100 2198621 12821 SH DFND 1,2 0 396 12425 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 370058 880 SH DFND 1 0 20 860 CBRE GROUP INC CL A 12504L109 16091178 165479 SH DFND 2 0 0 165479 CRA INTL INC COM 12618T105 1691301 11307 SH SOLE 0 0 11307 CATERPILLAR INC COM 149123101 335009 914 SH DFND 1,2 0 4 910 CHEVRON CORP NEW COM 166764100 754470 4783 SH DFND 1 0 19 4764 COLGATE PALMOLIVE CO COM 194162103 734088 8152 SH DFND 1,2 0 66 8086 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5124918 140255 SH SOLE 0 0 140255 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3422105 60058 SH SOLE 0 0 60058 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2409067 38644 SH SOLE 0 0 38644 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 398863 7328 SH SOLE 0 0 7328 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 21943484 686807 SH SOLE 0 0 686807 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 6541244 256620 SH SOLE 0 0 256620 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 13405522 501141 SH SOLE 0 0 501141 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 14960176 588057 SH SOLE 0 0 588057 DISNEY WALT CO COM 254687106 206044 1684 SH DFND 1 0 53 1631 EXXON MOBIL CORP COM 30231G102 828056 7124 SH DFND 2 0 0 7124 GENERAL ELECTRIC CO COM NEW 369604301 666136 3795 SH DFND 1,2 0 19 3776 IDEXX LABS INC COM 45168D104 218132 404 SH DFND 1,2 0 5 399 INTERNATIONAL BUSINESS MACHS COM 459200101 347547 1820 SH DFND 1 0 7 1813 INVESCO QQQ TR UNIT SER 1 46090E103 328717 740 SH SOLE 0 0 740 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 435372 6610 SH SOLE 0 0 6610 ISHARES TR CORE S&P500 ETF 464287200 264490 503 SH SOLE 0 0 503 ISHARES TR CORE US AGGBD ET 464287226 8322549 84976 SH SOLE 0 0 84976 ISHARES TR CORE S&P MCP ETF 464287507 3732204 61446 SH SOLE 0 0 61446 ISHARES TR RUS 1000 GRW ETF 464287614 1796814 5331 SH SOLE 0 0 5331 JPMORGAN CHASE & CO COM 46625H100 681621 3403 SH DFND 1,2 0 58 3345 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 899823 17734 SH SOLE 0 0 17734 JOHNSON & JOHNSON COM 478160104 303328 1917 SH DFND 1,2 0 48 1869 MICROSOFT CORP COM 594918104 952646 2264 SH DFND 1,2 0 168 2096 NVIDIA CORPORATION COM 67066G104 324406 359 SH DFND 1,2 0 50 309 ORACLE CORP COM 68389X105 417020 3320 SH DFND 1,2 0 27 3293 PPG INDS INC COM 693506107 418616 2889 SH DFND 2 0 0 2889 PROCTER AND GAMBLE CO COM 742718109 1127289 6948 SH DFND 1,2 0 85 6863 RPM INTL INC COM 749685103 288454 2425 SH SOLE 0 0 2425 SPDR S&P 500 ETF TR TR UNIT 78462F103 942656 1802 SH SOLE 0 0 1802 SPDR SER TR S&P DIVID ETF 78464A763 487832 3717 SH SOLE 0 0 3717 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 214208 1450 SH SOLE 0 0 1450 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 692934 3327 SH SOLE 0 0 3327 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8080028 105387 SH SOLE 0 0 105387 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 782152 10769 SH SOLE 0 0 10769 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 588121 11723 SH SOLE 0 0 11723 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2521099 50880 SH SOLE 0 0 50880 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1553934 14063 SH SOLE 0 0 14063 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 586689 14046 SH SOLE 0 0 14046 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1957410 4072 SH SOLE 0 0 4072 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 346128 2220 SH SOLE 0 0 2220 VANGUARD INDEX FDS MID CAP ETF 922908629 273097 1093 SH SOLE 0 0 1093 VANGUARD INDEX FDS GROWTH ETF 922908736 4567515 13270 SH SOLE 0 0 13270 VANGUARD INDEX FDS VALUE ETF 922908744 6018491 36955 SH SOLE 0 0 36955 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1902083 7319 SH SOLE 0 0 7319 VERIZON COMMUNICATIONS INC COM 92343V104 229060 5459 SH DFND 1,2 0 112 5347