$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | $3,838,951 | -1.8% | 91,995 | 0.0% | 0.69% | -10.0% | ||
| BSM | BLACK STONE MINERALS L P | $2,830,918 | +1.7% | 177,487 | 0.0% | 0.51% | -6.9% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,789,282 | +7.9% | 12,662 | 0.0% | 0.50% | -1.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $765,390 | -2.0% | 10,174 | 0.0% | 0.14% | -10.4% | |
| LLY | LILLY ELI & CO | $700,187 | +36.6% | 1,493 | 0.0% | 0.13% | +24.8% | |
| MRK | MERCK & CO INC | $677,455 | +8.5% | 5,871 | 0.0% | 0.12% | -0.8% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $644,651 | +1.1% | 5,835 | 0.0% | 0.12% | -7.2% | |
| FCPT | FOUR CORNERS PPTY TR INC | $573,151 | -5.4% | 22,565 | 0.0% | 0.10% | -13.4% | |
| TFC | TRUIST FINL CORP | $383,017 | -11.0% | 12,620 | 0.0% | 0.07% | -18.8% | |
| DIS | DISNEY WALT CO | $289,714 | -10.8% | 3,245 | 0.0% | 0.05% | -18.8% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $257,165 | +4.9% | 1,293 | 0.0% | 0.05% | -4.2% | |
| COST | COSTCO WHSL CORP NEW | $237,964 | +8.4% | 442 | 0.0% | 0.04% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $232,378 | -0.9% | 1,845 | 0.0% | 0.04% | -8.7% | |
| NI | NISOURCE INC | $201,159 | -2.2% | 7,355 | 0.0% | 0.04% | -10.0% |
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.