0001085146-23-001920.txt : 20230427 0001085146-23-001920.hdr.sgml : 20230427 20230427114107 ACCESSION NUMBER: 0001085146-23-001920 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230427 EFFECTIVENESS DATE: 20230427 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: 23853432 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 03-31-2023 03-31-2023 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 04-27-2023 0 20 136291024 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 6047024 262914 SH SOLE 0 0 262914 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 4812418 199934 SH SOLE 0 0 199934 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15270740 608154 SH SOLE 0 0 608154 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 11444566 477852 SH SOLE 0 0 477852 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7803960 338567 SH SOLE 0 0 338567 EXXON MOBIL CORP COM 30231G102 345948 2969 SH SOLE 0 0 2969 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 819784 5744 SH SOLE 0 0 5744 ISHARES INC CORE MSCI EMKT 46434G103 463983 9799 SH SOLE 0 0 9799 ISHARES TR CORE MSCI EAFE 46432F842 1543620 22717 SH SOLE 0 0 22717 ISHARES TR CORE S&P TTL STK 464287150 4164111 46568 SH SOLE 0 0 46568 ISHARES TR NATIONAL MUN ETF 464288414 5046109 46910 SH SOLE 0 0 46910 ISHARES TR SHRT NAT MUN ETF 464288158 1957411 18733 SH SOLE 0 0 18733 JPMORGAN CHASE & CO COM 46625H100 518190 3764 SH SOLE 0 0 3764 SPDR S&P 500 ETF TR TR UNIT 78462F103 2862052 7048 SH SOLE 0 0 7048 SPDR SER TR S&P SEMICNDCTR 78464A862 316611 1738 SH SOLE 0 0 1738 VANGUARD INDEX FDS TOTAL STK MKT 922908769 40751679 202081 SH SOLE 0 0 202081 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1192641 30409 SH SOLE 0 0 30409 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5400033 112618 SH SOLE 0 0 112618 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 10996361 181938 SH SOLE 0 0 181938 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 14533783 317609 SH SOLE 0 0 317609