$230 Million is the total value of HILL ISLAND FINANCIAL LLC's 61 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $766,627 | -7.7% | 8,640 | 0.0% | 0.33% | -13.7% | |
| NET | CLOUDFLARE INC | $221,800 | -18.2% | 4,906 | 0.0% | 0.10% | -23.8% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $175,608 | -6.1% | 15,707 | 0.0% | 0.08% | -12.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | 11 | Q2 2024 | 20.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 16.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.0% |
| ISHARES TR | 11 | Q2 2024 | 11.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.2% |
| JOHN HANCOCK EXCHANGE TRADED | 11 | Q2 2024 | 7.6% |
| TIMOTHY PLAN | 11 | Q2 2024 | 4.9% |
| ISHARES TR | 11 | Q2 2024 | 4.4% |
| ISHARES TR | 11 | Q2 2024 | 2.9% |
| INVESCO QQQ TR | 11 | Q2 2024 | 2.2% |
View HILL ISLAND FINANCIAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-15 |
View HILL ISLAND FINANCIAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.