$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $20,706,780 | -14.8% | 803,835 | -4.5% | 5.96% | -12.1% | |
| Sell | DIMENSIONAL ETF TRUSTintl core equity | $19,131,701 | -11.4% | 998,523 | -0.5% | 5.51% | -8.6% | |
| Sell | DIMENSIONAL ETF TRUSTemerging mkts co | $17,154,582 | -20.8% | 839,265 | -8.8% | 4.94% | -18.2% | |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $13,700,547 | -6.4% | 462,700 | -0.1% | 3.95% | -3.4% | |
| Sell | DIMENSIONAL ETF TRUST | $12,721,327 | -11.8% | 310,731 | -6.0% | 3.66% | -8.9% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $6,508,300 | -5.8% | 167,653 | -1.1% | 1.88% | -2.7% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $4,777,195 | -4.5% | 102,691 | -1.5% | 1.38% | -1.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,826,975 | -7.8% | 25,613 | -2.7% | 0.53% | -4.9% |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $864,332 | -19.2% | 43,023 | -6.9% | 0.25% | -16.4% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $706,525 | -24.7% | 32,755 | -15.7% | 0.20% | -22.1% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $692,455 | -9.8% | 27,533 | -5.2% | 0.20% | -7.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $568,554 | -10.7% | 6,126 | -0.7% | 0.16% | -7.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $445,974 | -40.0% | 3,110 | -37.3% | 0.13% | -38.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $281,489 | -10.3% | 1,647 | -7.6% | 0.08% | -8.0% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $219,077 | -17.7% | 5,741 | -4.5% | 0.06% | -14.9% |
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.