$347 Million is the total value of Hill Investment Group Partners, LLC's 41 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $70,605,024 | -3.4% | 3,174,686 | +1.2% | 20.34% | -0.2% |
AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $42,657,244 | +3.7% | 1,053,916 | +9.9% | 12.29% | +7.1% |
DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $28,478,711 | -2.3% | 730,786 | +0.8% | 8.20% | +0.9% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $19,419,581 | -0.0% | 293,613 | +3.3% | 5.60% | +3.2% |
AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $17,640,223 | -1.0% | 371,373 | +9.9% | 5.08% | +2.2% |
Buy | DIMENSIONAL ETF TRUSTinflation prote | $16,526,461 | -5.4% | 406,555 | +2.3% | 4.76% | -2.4% | |
Buy | AMERICAN CENTY ETF TRreal estate etf | $16,147,074 | -3.1% | 414,028 | +10.4% | 4.65% | +0.1% | |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $6,269,141 | -1.4% | 107,514 | +3.4% | 1.81% | +1.8% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $4,979,957 | +16.8% | 79,871 | +21.9% | 1.44% | +20.7% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,376,073 | +348.7% | 95,277 | +408.3% | 1.26% | +363.6% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $2,963,293 | +363.6% | 64,956 | +417.8% | 0.85% | +379.8% |
EFV | Buy | ISHARES TReafe value etf | $2,185,499 | +0.7% | 56,722 | +13.5% | 0.63% | +4.1% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,066,191 | -6.2% | 16,733 | +0.2% | 0.60% | -3.3% |
Buy | DIMENSIONAL ETF TRUSTintl small cap v | $1,160,687 | -9.6% | 62,537 | +2.5% | 0.33% | -6.7% | |
Buy | DIMENSIONAL ETF TRUSTus small cap val | $1,143,561 | +16.3% | 52,481 | +20.4% | 0.33% | +20.1% | |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,031,159 | +99.3% | 21,420 | +106.7% | 0.30% | +106.2% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $452,079 | +16.8% | 5,639 | +32.7% | 0.13% | +20.4% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $338,330 | -6.1% | 9,305 | +5.4% | 0.10% | -3.0% |
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.