0001965270-26-000004.txt : 20260430 0001965270-26-000004.hdr.sgml : 20260430 20260430154026 ACCESSION NUMBER: 0001965270-26-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260430 DATE AS OF CHANGE: 20260430 EFFECTIVENESS DATE: 20260430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hassell Wealth Management, LLC CENTRAL INDEX KEY: 0001965270 ORGANIZATION NAME: EIN: 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: 26924375 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 03-31-2026 03-31-2026 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 04-30-2026 0 28 298029468 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 528997 2084 SH SOLE 0 0 2084 DIMENSIONAL ETF TRUST DIMENSIONAL INTE 25434V575 867056 16531 SH SOLE 0 0 16531 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 13932309 403251 SH SOLE 0 0 403251 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 10735446 272197 SH SOLE 0 0 272197 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12960049 333506 SH SOLE 0 0 333506 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 26723422 762655 SH SOLE 0 0 762655 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6851849 201703 SH SOLE 0 0 201703 EXXON MOBIL CORP COM 30231G102 334912 1974 SH SOLE 0 0 1974 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1105274 5759 SH SOLE 0 0 5759 ISHARES INC CORE MSCI EMKT 46434G103 671013 9620 SH SOLE 0 0 9620 ISHARES TR CORE MSCI EAFE 46432F842 2056546 22717 SH SOLE 0 0 22717 ISHARES TR CORE S&P TTL STK 464287150 6003401 42150 SH SOLE 0 0 42150 ISHARES TR CORE S&P500 ETF 464287200 425830 652 SH SOLE 0 0 652 ISHARES TR NATIONAL MUN ETF 464288414 4846937 45661 SH SOLE 0 0 45661 JPMORGAN CHASE & CO COM 46625H100 1266238 4305 SH SOLE 0 0 4305 SPDR INDEX SHS FDS STATE STREET SPD 78463X509 1109994 23662 SH SOLE 0 0 23662 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3531857 5431 SH SOLE 0 0 5431 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 26175909 544764 SH SOLE 0 0 544764 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1675614 2804 SH SOLE 0 0 2804 VANGUARD INDEX FDS TOTAL STK MKT 922908769 76527830 238546 SH SOLE 0 0 238546 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1546545 28613 SH SOLE 0 0 28613 VANGUARD MUN BD FDS INTERMEDIATE TRM 922907738 1398790 13996 SH SOLE 0 0 13996 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4034381 80866 SH SOLE 0 0 80866 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 18216331 305900 SH SOLE 0 0 305900 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 25133695 303730 SH SOLE 0 0 303730 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2573453 43961 SH SOLE 0 0 43961 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 17923055 226101 SH SOLE 0 0 226101 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 28872735 450573 SH SOLE 0 0 450573