$602 Million is the total value of Hill Investment Group Partners, LLC's 65 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTglobal real est | $1,617,531 | – | 72,179 | +100.0% | 0.27% | – | |
| NVDA | New | NVIDIA CORPORATION | $548,957 | – | 1,262 | +100.0% | 0.09% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $455,196 | – | 1,060 | +100.0% | 0.08% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $421,923 | – | 987 | +100.0% | 0.07% | – |
| ORCL | New | ORACLE CORP | $261,093 | – | 2,465 | +100.0% | 0.04% | – |
| ADBE | New | ADOBE INC | $203,960 | – | 400 | +100.0% | 0.03% | – |
| New | AMERICAN CENTY ETF TRavantis all eqt | $201,542 | – | 3,427 | +100.0% | 0.03% | – | |
| New | NATIONAL CINEMEDIA INC | $45,919 | – | 10,227 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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 | 2024-01-18 |
| 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 |
| 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.