Highland Investment Advisors LLC
hedge fundUpdated 29 days agoManaged by Highland Investment Advisors Llc • Latest filing Q2 2026
Top holdings
734 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CRDO DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $26.2M | 634.5K | 11.41% | — |
| 2 | V VGES VANGUARD MORNINGSTAR VALUE ETF | $21.5M | 98.6K | 9.36% | — |
| 3 | V VGES VANGUARD TOTAL WORLD STOCK ETF | $21.4M | 136.1K | 9.32% | — |
| 4 | E ETHA ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $17.9M | 162.2K | 7.80% | — |
| 5 | E ETHA ISHARES RUSSELL 1000 GROWTH ETF | $12.2M | 98.0K | 5.31% | — |
| 6 | N NFLX DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $12.1M | 300.9K | 5.28% | — |
| 7 | B BTCW WISDOMTREE FLOATING RATE TREASURY FUND | $10.3M | 205.0K | 4.50% | — |
| 8 | ? N/A DIMENSIONAL U.S. TARGETED VALUE ETF | $9.4M | 134.5K | 4.10% | — |
| 9 | V VGES VANGUARD SHORT-TERM CORPORATE BOND ETF | $7.9M | 100.6K | 3.47% | — |
| 10 | E ETHA ISHARES RUSSELL 2000 GROWTH ETF | $7.9M | 20.1K | 3.45% | — |
| 11 | V VGES VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $7.9M | 40.1K | 3.45% | — |
| 12 | E ETHA ISHARES CORE S&P 500 ETF | $5.9M | 7.9K | 2.58% | — |
| 13 | ? N/A JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $5.5M | 119.6K | 2.40% | — |
| 14 | G GLD SPDR GOLD SHARES | $3M | 8.2K | 1.32% | — |
| 15 | E ETHA ISHARES S&P 500 GROWTH ETF | $2.8M | 20.4K | 1.22% | — |
| 16 | E ETHA ISHARES RUSSELL 1000 VALUE ETF | $2.5M | 10.3K | 1.08% | — |
| 17 | E ETHA ISHARES CORE MSCI EAFE ETF | $2.3M | 23.4K | 0.98% | — |
| 18 | ? N/A DIMENSIONAL U.S. EQUITY MARKET ETF | $1.7M | 20.2K | 0.72% | — |
| 19 | E ETHA ISHARES MSCI EAFE ETF | $1.6M | 15.4K | 0.70% | — |
| 20 | S SPY STATE STREET SPDR S&P 500 ETF | $1.6M | 2.1K | 0.69% | — |