Hill Investment Group Partners, LLC - Q3 2022 holdings

$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
BSM  BLACK STONE MINERALS L P$2,777,672
+14.3%
177,4870.0%0.80%
+18.0%
VTI  VANGUARD INDEX FDStotal stk mkt$2,232,248
-4.9%
12,4380.0%0.64%
-1.8%
XOM  EXXON MOBIL CORP$1,366,751
+2.0%
15,6540.0%0.39%
+5.3%
BIV  VANGUARD BD INDEX FDSintermed term$747,586
-5.4%
10,1740.0%0.22%
-2.3%
FCPT  FOUR CORNERS PPTY TR INC$545,847
-9.0%
22,5650.0%0.16%
-6.0%
SCHE  SCHWAB STRATEGIC TRemrg mkteq etf$436,374
-11.7%
19,4810.0%0.13%
-8.7%
SPY  SPDR S&P 500 ETF TRtr unit$227,524
-5.3%
6370.0%0.07%
-1.5%
NCMI  NATIONAL CINEMEDIA INC$31,728
-28.9%
48,7000.0%0.01%
-25.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-08-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DIMENSIONAL ETF TRUST10Q3 202342.5%
DIMENSIONAL ETF TRUST10Q3 202328.8%
AMERICAN CENTY ETF TR10Q3 20237.8%
AMERICAN CENTY ETF TR10Q3 20235.6%
DIMENSIONAL ETF TRUST10Q3 20237.0%
DIMENSIONAL ETF TRUST10Q3 20235.5%
VANGUARD INDEX FDS10Q3 20232.2%
BLACK STONE MINERALS L P10Q3 20231.6%
VANGUARD INDEX FDS10Q3 20231.5%
ISHARES TR10Q3 20231.4%

View Hill Investment Group Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-01-18
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-08-11
13F-HR2023-08-11
13F-HR2023-08-11
13F-HR2023-08-11
13F-HR2023-08-11
13F-HR2023-08-11

View Hill Investment Group Partners, LLC's complete filings history.

Export Hill Investment Group Partners, LLC's holdings