| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -13,192 | -100.0% | -0.06% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -17,231 | -100.0% | -0.07% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,563 | -100.0% | -0.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,253 | -100.0% | -0.08% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -1,756 | -100.0% | -0.09% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -656 | -100.0% | -0.09% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,607 | -100.0% | -0.09% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,382 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -623 | -100.0% | -0.11% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -651 | -100.0% | -0.11% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,166 | -100.0% | -0.12% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -10,998 | -100.0% | -0.12% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,074 | -100.0% | -0.12% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -4,906 | -100.0% | -0.12% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,418 | -100.0% | -0.16% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,168 | -100.0% | -0.18% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -6,778 | -100.0% | -0.18% | – |
| HMOP | Exit | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $0 | – | -13,526 | -100.0% | -0.20% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -2,747 | -100.0% | -0.22% | – |
| JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -14,248 | -100.0% | -0.22% | – |
| SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -36,335 | -100.0% | -0.24% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -13,332 | -100.0% | -0.26% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,716 | -100.0% | -0.28% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -5,750 | -100.0% | -0.29% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -5,501 | -100.0% | -0.34% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -8,774 | -100.0% | -0.36% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -20,804 | -100.0% | -0.36% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,176 | -100.0% | -0.37% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -18,775 | -100.0% | -0.38% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -8,684 | -100.0% | -0.46% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -12,899 | -100.0% | -0.48% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -26,616 | -100.0% | -0.49% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -30,688 | -100.0% | -0.54% | – |
| AAPL | Exit | APPLE INC | $0 | – | -7,942 | -100.0% | -0.54% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -54,737 | -100.0% | -0.60% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -38,948 | -100.0% | -0.72% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -6,277 | -100.0% | -0.79% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -12,144 | -100.0% | -0.79% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -81,564 | -100.0% | -1.09% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -44,717 | -100.0% | -1.14% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -23,637 | -100.0% | -1.66% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -77,935 | -100.0% | -1.84% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -14,630 | -100.0% | -2.08% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -94,269 | -100.0% | -2.59% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -255,574 | -100.0% | -3.45% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -108,667 | -100.0% | -3.52% | – |
| TPLC | Exit | TIMOTHY PLANus lrgmd cp core | $0 | – | -324,704 | -100.0% | -4.45% | – |
| JHML | Exit | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $0 | – | -360,415 | -100.0% | -7.59% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -70,233 | -100.0% | -7.60% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -346,286 | -100.0% | -8.26% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -121,519 | -100.0% | -9.13% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -93,198 | -100.0% | -14.54% | – |
| JHMM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $0 | – | -1,077,769 | -100.0% | -20.26% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 20.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 16.3% |
| ISHARES TR | 8 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.1% |
| JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 7.6% |
| TIMOTHY PLAN | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 2.9% |
| INVESCO QQQ TR | 8 | Q3 2023 | 2.2% |
View HILL ISLAND FINANCIAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-02-15 |
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.