$555 Million is the total value of Hill Investment Group Partners, LLC's 60 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOG | New | ALPHABET INCcap stk cl c | $269,521 | – | 2,228 | +100.0% | 0.05% | – |
TSLA | New | TESLA INC | $218,316 | – | 834 | +100.0% | 0.04% | – |
IWB | New | ISHARES TRrus 1000 etf | $211,810 | – | 869 | +100.0% | 0.04% | – |
New | DIMENSIONAL ETF TRUSTemerging markets | $206,505 | – | 6,784 | +100.0% | 0.04% | – | |
LPLA | New | LPL FINL HLDGS INC | $200,651 | – | 923 | +100.0% | 0.04% | – |
ADT | New | ADT INC DEL | $85,722 | – | 14,216 | +100.0% | 0.02% | – |
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.