$358 Million is the total value of Hill Investment Group Partners, LLC's 41 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $73,071,247 | +1.7% | 3,136,105 | +20.4% | 20.39% | -13.3% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $21,652,427 | – | 920,205 | +100.0% | 6.04% | – | |
| New | DIMENSIONAL ETF TRUSTintl core equity | $21,605,327 | – | 1,003,965 | +100.0% | 6.03% | – | |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $19,426,145 | +5.3% | 284,174 | +23.0% | 5.42% | -10.3% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $17,822,229 | +5.0% | 337,798 | +24.6% | 4.97% | -10.5% |
| Buy | DIMENSIONAL ETF TRUSTinflation prote | $17,478,320 | +0.4% | 397,370 | +9.0% | 4.88% | -14.4% | |
| Buy | AMERICAN CENTY ETF TRreal estate etf | $16,663,367 | -2.4% | 374,963 | +15.4% | 4.65% | -16.9% | |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $14,636,267 | – | 463,173 | +100.0% | 4.08% | – | |
| New | DIMENSIONAL ETF TRUST | $14,417,064 | – | 330,515 | +100.0% | 4.02% | – | |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $6,356,787 | – | 103,937 | +100.0% | 1.77% | – |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $4,262,071 | +648.1% | 65,530 | +786.9% | 1.19% | +535.8% |
| XOM | New | EXXON MOBIL CORP | $1,340,609 | – | 15,654 | +100.0% | 0.37% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $1,283,734 | – | 60,985 | +100.0% | 0.36% | – | |
| New | DIMENSIONAL ETF TRUSTus small cap val | $983,639 | – | 43,601 | +100.0% | 0.27% | – | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $790,011 | – | 10,174 | +100.0% | 0.22% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $743,557 | -3.0% | 4,963 | +14.0% | 0.21% | -17.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $636,702 | -16.1% | 6,169 | +0.7% | 0.18% | -28.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $494,428 | -8.6% | 19,481 | +0.0% | 0.14% | -22.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 10 | Q3 2023 | 42.5% |
| DIMENSIONAL ETF TRUST | 10 | Q3 2023 | 28.8% |
| AMERICAN CENTY ETF TR | 10 | Q3 2023 | 7.8% |
| AMERICAN CENTY ETF TR | 10 | Q3 2023 | 5.6% |
| DIMENSIONAL ETF TRUST | 10 | Q3 2023 | 7.0% |
| DIMENSIONAL ETF TRUST | 10 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 10 | Q3 2023 | 2.2% |
| BLACK STONE MINERALS L P | 10 | Q3 2023 | 1.6% |
| VANGUARD INDEX FDS | 10 | Q3 2023 | 1.5% |
| ISHARES TR | 10 | Q3 2023 | 1.4% |
View Hill Investment Group Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-08-11 |
View Hill Investment Group Partners, 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.