0001085146-23-001395.txt : 20230215 0001085146-23-001395.hdr.sgml : 20230215 20230215103314 ACCESSION NUMBER: 0001085146-23-001395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hassell Wealth Management, LLC CENTRAL INDEX KEY: 0001965270 IRS NUMBER: 208064915 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23104 FILM NUMBER: 23634076 BUSINESS ADDRESS: STREET 1: 300 LAFAYETTE STREET STREET 2: SUITE 200 CITY: HOUMA STATE: LA ZIP: 70360 BUSINESS PHONE: 985-868-9881 MAIL ADDRESS: STREET 1: 300 LAFAYETTE STREET STREET 2: SUITE 200 CITY: HOUMA STATE: LA ZIP: 70360 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965270 XXXXXXXX 12-31-2022 12-31-2022 false Hassell Wealth Management, LLC

300 Lafayette Street Suite 200 Houma LA 70360

13F HOLDINGS REPORT 028-23104 000297892 801-114012 N Stephen K. Hassell 985-868-9881 /s/ Stephen K. Hassell Houma LA 02-15-2023 0 21 133469795 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 5547118 230458 SH SOLE 0 0 230458 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 4228525 176852 SH SOLE 0 0 176852 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 17707856 696611 SH SOLE 0 0 696611 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 11008716 415894 SH SOLE 0 0 415894 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8987389 388392 SH SOLE 0 0 388392 EXXON MOBIL CORP COM 30231G102 335289 2969 SH SOLE 0 0 2969 FIRST HORIZON CORPORATION COM 320517105 220224 8985 SH SOLE 0 0 8985 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 854363 5744 SH SOLE 0 0 5744 ISHARES INC CORE MSCI EMKT 46434G103 493707 9788 SH SOLE 0 0 9788 ISHARES TR CORE MSCI EAFE 46432F842 1506173 22697 SH SOLE 0 0 22697 ISHARES TR CORE S&P TTL STK 464287150 4117132 46495 SH SOLE 0 0 46495 ISHARES TR NATIONAL MUN ETF 464288414 5045640 46910 SH SOLE 0 0 46910 ISHARES TR SHRT NAT MUN ETF 464288158 1964155 18733 SH SOLE 0 0 18733 JPMORGAN CHASE & CO COM 46625H100 529971 3764 SH SOLE 0 0 3764 SPDR S&P 500 ETF TR TR UNIT 78462F103 2803483 7048 SH SOLE 0 0 7048 SPDR SER TR S&P SEMICNDCTR 78464A862 324467 1738 SH SOLE 0 0 1738 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37191871 186173 SH SOLE 0 0 186173 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1204236 28727 SH SOLE 0 0 28727 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5386181 114844 SH SOLE 0 0 114844 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 11123252 186226 SH SOLE 0 0 186226 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12890047 285494 SH SOLE 0 0 285494