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Hill Investment Group Partners

Latest statistics and disclosures from Hill Investment Group Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AVIG, AVUV, DFIC, DFEM, and represent 56.52% of Hill Investment Group Partners's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$6.3M), DFIP, AVDE, AVRE, DISV, AVUV, AVIG, AVUS, AVEM, DFSV.
Started 11 new stock positions in GDDY, SPGI, META, AVMU, TDG, MDY, BOXX, GOOGL, NI, DFSE. PSA.
Reduced shares in these 10 stocks: VGIT, AVDV, BSVO, DFIC, PG, MSFT, DFIV, DFCF, FCPT, VTV.
Sold out of its positions in ADT, ADBE, AVGE, DIS, FCPT, ORCL, PG, TSLA.
Hill Investment Group Partners was a net buyer of stock by $20M.
Hill Investment Group Partners has $679M in assets under management (AUM), dropping by 12.92%.
Central Index Key (CIK): 0001979028

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Portfolio Holdings for Hill Investment Group Partners

Hill Investment Group Partners holds 68 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	21.4	$145M	+4%	5.0M	29.23	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	13.7	$93M	+3%	2.2M	41.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	8.4	$57M	+5%	636k	89.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.4	$50M		2.0M	25.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.6	$38M		1.5M	24.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.0	$34M		654k	52.33	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	5.0	$34M	+15%	825k	41.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.9	$33M	-6%	534k	62.49	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	4.5	$31M	+13%	705k	43.31	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	4.4	$30M	-3%	1.4M	21.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.6	$25M	-2%	720k	34.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$15M		408k	37.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$10M	+8%	185k	56.39	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.5	$10M	+51%	401k	25.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$9.9M	+61%	163k	60.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.2	$8.4M	+7%	288k	29.12	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.2	$8.1M	-2%	157k	51.83	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$5.2M	-6%	87k	59.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$4.9M	-10%	115k	42.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.0M		13k	237.23	View chart
Black Stone Minerals Com Unit (BSM)	0.4	$2.8M		178k	15.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$2.4M	+59%	30k	81.55	View chart
Apple (AAPL)	0.3	$1.9M	+12%	10k	192.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.8M	-4%	69k	25.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.7M	-10%	17k	99.98	View chart
Microsoft Corporation (MSFT)	0.2	$1.7M	-25%	4.4k	376.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.4M	-11%	19k	73.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	+58%	3.6k	356.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.1M	-24%	22k	52.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$963k	-30%	6.4k	149.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$944k	-78%	16k	59.32	View chart
Eli Lilly & Co. (LLY)	0.1	$899k		1.5k	582.92	View chart
NVIDIA Corporation (NVDA)	0.1	$846k	+35%	1.7k	495.22	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$825k		15k	56.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$816k	-4%	16k	51.05	View chart
Amazon (AMZN)	0.1	$811k	+21%	5.3k	151.94	View chart
Merck & Co (MRK)	0.1	$780k	-3%	7.2k	109.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$777k		10k	76.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$671k		5.8k	115.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$523k	NEW	3.7k	139.69	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$507k	NEW	1.0k	507.38	View chart
Costco Wholesale Corporation (COST)	0.1	$450k	+54%	682.00	660.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$415k		17k	24.79	View chart
NiSource (NI)	0.1	$406k	NEW	15k	26.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$404k	-20%	846.00	477.63	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$394k	NEW	8.4k	46.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$353k	-38%	15k	24.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$346k		7.2k	47.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$345k	-26%	725.00	475.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$307k		2.2k	140.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$295k	-3%	1.6k	179.98	View chart
PNC Financial Services (PNC)	0.0	$286k		1.8k	154.85	View chart
Truist Financial Corp equities (TFC)	0.0	$279k	-40%	7.6k	36.92	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$278k	-38%	8.4k	33.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$276k		1.3k	213.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$271k	-41%	9.5k	28.64	View chart
Home Depot (HD)	0.0	$261k	+10%	753.00	346.55	View chart
Godaddy Cl A (GDDY)	0.0	$250k	NEW	2.4k	106.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$230k	-8%	2.6k	88.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$228k		869.00	262.26	View chart
S&p Global (SPGI)	0.0	$220k	NEW	500.00	440.52	View chart
TransDigm Group Incorporated (TDG)	0.0	$218k	NEW	215.00	1011.60	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$216k	NEW	6.8k	31.63	View chart
Meta Platforms Cl A (META)	0.0	$212k	NEW	600.00	353.96	View chart
Lpl Financial Holdings (LPLA)	0.0	$211k		925.00	227.68	View chart
Public Storage (PSA)	0.0	$201k	NEW	659.00	305.00	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$201k	NEW	1.9k	105.15	View chart
National Cinemedia Com New (NCMI)	0.0	$71k	+67%	17k	4.14	View chart

Past Filings by Hill Investment Group Partners

SEC 13F filings are viewable for Hill Investment Group Partners going back to 2023

Hill Investment Group Partners 2023 Q4 filed Jan. 18, 2024
Hill Investment Group Partners 2023 Q3 filed Nov. 13, 2023
Hill Investment Group Partners 2021 Q2 filed Aug. 11, 2023
Hill Investment Group Partners 2021 Q3 filed Aug. 11, 2023
Hill Investment Group Partners 2021 Q4 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q1 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q2 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q3 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q4 filed Aug. 11, 2023
Hill Investment Group Partners 2023 Q1 filed Aug. 11, 2023
Hill Investment Group Partners 2023 Q2 filed Aug. 11, 2023

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