# EDGAR Filing Document

**Accession Number:** 0001963875
**File Stem:** 0001963875-23-000001
**Filing Date:** 2023-2
**Character Count:** 8891
**Document Hash:** 0216b054a87f1980f771d57cfce5eede
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001963875-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001963875-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HTG Investment Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001963875
- **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:** 23617089

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** HTG Investment Advisors Inc.<br>**Address:** 50 LOCUST AVENUE<br>NEW CANAAN, CT 06840

**Form 13F File Number:** 028-22921

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ROBIN SHERWOOD<br>**Title:** Chief Compliance Officer<br>**Phone:** 203-972-8262

**Signature, Place, and Date of Signing:**

ROBIN SHERWOOD  NEW CANAAN, CT  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $98815622

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Dimensional World ex U.S. Core Equity 2 ETF | ETF | 25434V880 |  | 13951263 | 645892 | SH |  | SOLE |  | 0 | 0 | 645891 |
| Dimensional U.S. Core Equity 2 ETF | ETF | 25434V708 |  | 13123461 | 540505 | SH |  | SOLE |  | 0 | 0 | 540505 |
| CBRE Group Inc | Stock | 12504L109 |  | 9863348 | 128162 | SH |  | SOLE |  | 0 | 0 | 128162 |
| Avantis U.S. Equity ETF | ETF | 025072885 |  | 6900499 | 101463 | SH |  | SOLE |  | 0 | 0 | 101463 |
| Dimensional International Core Equity 2 ETF | ETF | 25434V799 |  | 6230487 | 278769 | SH |  | SOLE |  | 0 | 0 | 278769 |
| Dimensional Emerging Markets Core Equity 2 ETF | ETF | 25434V732 |  | 4357015 | 193990 | SH |  | SOLE |  | 0 | 0 | 193990 |
| Vanguard Short Term Bond Index ETF | ETF | 921937827 |  | 4332973 | 57558 | SH |  | SOLE |  | 0 | 0 | 57558 |
| Avantis International Equity ETF | ETF | 025072703 |  | 4187383 | 78725 | SH |  | SOLE |  | 0 | 0 | 78725 |
| iShares Core US Aggregate Bond ETF | ETF | 464287226 |  | 2875172 | 29644 | SH |  | SOLE |  | 0 | 0 | 29644 |
| Dimensional U.S. Equity ETF | ETF | 25434V401 |  | 2544951 | 61162 | SH |  | SOLE |  | 0 | 0 | 61162 |
| DFA US Core Equity ETF | ETF | 25434V104 |  | 2453578 | 90806 | SH |  | SOLE |  | 0 | 0 | 90806 |
| Vanguard Value Index Fund ETF | ETF | 922908744 |  | 2166330 | 15433 | SH |  | SOLE |  | 0 | 0 | 15433 |
| Avantis Emerging Markets Equity ETF | ETF | 025072604 |  | 1827349 | 36221 | SH |  | SOLE |  | 0 | 0 | 36221 |
| Apple Computer Inc | Stock | 037833100 |  | 1808236 | 13917 | SH |  | SOLE |  | 0 | 0 | 13917 |
| iShares S Midcap 400 Index | ETF | 464287507 |  | 1514473 | 6261 | SH |  | SOLE |  | 0 | 0 | 6261 |
| Vanguard S 500 ETF | ETF | 922908363 |  | 1329785 | 3785 | SH |  | SOLE |  | 0 | 0 | 3784 |
| Vanguard Growth Index Fund ETF | ETF | 922908736 |  | 1305500 | 6126 | SH |  | SOLE |  | 0 | 0 | 6125 |
| Vanguard Ultra-Short Bond ETF | ETF | 92203C303 |  | 1291885 | 26365 | SH |  | SOLE |  | 0 | 0 | 26365 |
| CRA International Inc | Stock | 12618T105 |  | 1285025 | 10496 | SH |  | SOLE |  | 0 | 0 | 10496 |
| iShares Russell 1000 Growth Index | ETF | 464287614 |  | 1132258 | 5285 | SH |  | SOLE |  | 0 | 0 | 5285 |
| Vanguard Total Stk Mkt Index ETF | ETF | 922908769 |  | 1055641 | 5521 | SH |  | SOLE |  | 0 | 0 | 5521 |
| Dimensional U.S. Small Cap ETF | ETF | 25434V500 |  | 992412 | 19402 | SH |  | SOLE |  | 0 | 0 | 19402 |
| Procter  Gamble Co | Stock | 742718109 |  | 970893 | 6406 | SH |  | SOLE |  | 0 | 0 | 6406 |
| Exxon Mobil Corp. | Stock | 30231G102 |  | 900048 | 8160 | SH |  | SOLE |  | 0 | 0 | 8160 |
| Vanguard Total World Stock Index Fund ETF | ETF | 922042742 |  | 870973 | 10105 | SH |  | SOLE |  | 0 | 0 | 10105 |
| Chevron Corp | Stock | 166764100 |  | 857244 | 4776 | SH |  | SOLE |  | 0 | 0 | 4776 |
| SPDR S 500 ETF | ETF | 78462F103 |  | 647516 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| Colgate-Palmolive Co | Stock | 194162103 |  | 630320 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| Vanguard FTSE Developed Market ETF | ETF | 921943858 |  | 486054 | 11581 | SH |  | SOLE |  | 0 | 0 | 11580 |
| SPDR S  P Div ETF | ETF | 78464A763 |  | 480184 | 3838 | SH |  | SOLE |  | 0 | 0 | 3838 |
| JP Morgan Chase  Co | Stock | 46625H100 |  | 467473 | 3486 | SH |  | SOLE |  | 0 | 0 | 3486 |
| Technology Select Sector | ETF | 81369Y803 |  | 446751 | 3590 | SH |  | SOLE |  | 0 | 0 | 3590 |
| Powershares Exch Traded Fd Tst II S 50 | ETF | 46138E354 |  | 437879 | 6853 | SH |  | SOLE |  | 0 | 0 | 6852 |
| Johnson  Johnson | Stock | 478160104 |  | 408466 | 2312 | SH |  | SOLE |  | 0 | 0 | 2312 |
| Oracle Corporation | Stock | 68389X105 |  | 383186 | 4688 | SH |  | SOLE |  | 0 | 0 | 4687 |
| Microsoft Corp | Stock | 594918104 |  | 363567 | 1516 | SH |  | SOLE |  | 0 | 0 | 1516 |
| PPG Industries Inc | Stock | 693506107 |  | 353078 | 2808 | SH |  | SOLE |  | 0 | 0 | 2808 |
| Dimensional U.S. Targeted Value ETF | ETF | 25434V609 |  | 342722 | 7798 | SH |  | SOLE |  | 0 | 0 | 7798 |
| iShares S 500 Index | ETF | 464287200 |  | 311210 | 810 | SH |  | SOLE |  | 0 | 0 | 810 |
| Berkshire Hathaway Inc Del Cl B | Stock | 084670702 |  | 307356 | 995 | SH |  | SOLE |  | 0 | 0 | 995 |
| General Electric | Stock | 369604301 |  | 306755 | 3661 | SH |  | SOLE |  | 0 | 0 | 3661 |
| Philip Morris Intl Inc | Stock | 718172109 |  | 293475 | 2900 | SH |  | SOLE |  | 0 | 0 | 2899 |
| DFA International Core Equity ETF | ETF | 25434V203 |  | 289062 | 11544 | SH |  | SOLE |  | 0 | 0 | 11544 |
| Alphabet Inc Class C | Stock | 02079K107 |  | 266190 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| Vanguard FTSE Emerging Markets Index Fund ETF | ETF | 922042858 |  | 242705 | 6226 | SH |  | SOLE |  | 0 | 0 | 6226 |
| RPM Intl Inc Formerly Rpm Inc Ohio To 10 | Stock | 749685103 |  | 236316 | 2425 | SH |  | SOLE |  | 0 | 0 | 2425 |
| Vanguard Index Fds Vanguard Mid Cap Vipe | ETF | 922908629 |  | 222764 | 1093 | SH |  | SOLE |  | 0 | 0 | 1093 |
| Pfizer Incorporated | Stock | 717081103 |  | 219820 | 4290 | SH |  | SOLE |  | 0 | 0 | 4290 |
| Caterpillar Inc | Stock | 149123101 |  | 217041 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| Verizon Communications | Stock | 92343V104 |  | 208150 | 5283 | SH |  | SOLE |  | 0 | 0 | 5283 |
| Symbotic Inc. | Stock | 87151X101 |  | 119400 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |

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