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Entity | Shares/Amount Change | Position Value Change |
GOOGL |
+3,746 | +$523 | MDY |
+1,000 | +$507 | NI |
+15,305 | +$406 | AVMU |
+8,410 | +$394 | GDDY |
+2,358 | +$250 | SPGI |
+500 | +$220 | TDG |
+215 | +$217 | DFSE |
+6,836 | +$216 | META |
+600 | +$212 | BOXX |
+1,908 | +$201 |
Entity | Shares/Amount Change | Position Value Change |
PG |
-4,521 | -$659 | FCPT |
-22,565 | -$501 | DIS |
-3,745 | -$304 | ORCL |
-2,465 | -$261 | TSLA |
-930 | -$233 | ADBE |
-400 | -$204 | AVGE |
-3,427 | -$202 | ADT |
-20,965 | -$126 |
Entity | Shares/Amount Change | Position Value Change |
DFAC |
+216,397 | +$20,718 | DISV |
+136,319 | +$4,045 | DFIP |
+112,621 | +$5,724 | AVRE |
+82,686 | +$7,151 | AVIG |
+66,590 | +$7,540 | AVDE |
+62,020 | +$4,232 | AVUV |
+31,905 | +$10,022 | DFSV |
+19,092 | +$1,572 | DFEM |
+17,722 | +$2,941 | AVEM |
+14,258 | +$1,419 |
Entity | Shares/Amount Change | Position Value Change |
VGIT |
-57,917 | -$3,275 | BSVO |
-45,991 | +$3,083 | AVDV |
-39,100 | +$215 | DFIC |
-32,349 | +$3,537 | DFIV |
-16,287 | +$721 | DFCF |
-12,937 | -$289 | DFAE |
-9,044 | -$182 | DFUV |
-7,538 | +$1,050 | EFV |
-7,264 | -$286 |
Size ($ in 1000's)
At 12/31/2023: $679,385 At 09/30/2023: $601,629
Hill Investment Group Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hill Investment Group Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Hill Investment Group Partners LLC to be as follows, presented in the
table below with each row detailing each Hill Investment Group Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Hill Investment Group Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Hill Investment Group Partners LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAC) |
4,966,580 |
+216,397 |
$145,173 | DFAC | 4,966,580 | +216,397 | $145,173 | AMERICAN CENTY ETF TR (AVIG) |
2,227,832 |
+66,590 |
$93,190 | AVIG | 2,227,832 | +66,590 | $93,190 | AMERICAN CENTY ETF TR (AVUV) |
635,881 |
+31,905 |
$57,102 | AVUV | 635,881 | +31,905 | $57,102 | DIMENSIONAL ETF TRUST (DFIC) |
1,968,694 |
-32,349 |
$50,261 | DFIC | 1,968,694 | -32,349 | $50,261 | DIMENSIONAL ETF TRUST (DFEM) |
1,531,853 |
+17,722 |
$38,235 | DFEM | 1,531,853 | +17,722 | $38,235 | DIMENSIONAL ETF TRUST (DFAT) |
653,605 |
-4,685 |
$34,203 | DFAT | 653,605 | -4,685 | $34,203 | DIMENSIONAL ETF TRUST (DFIP) |
824,987 |
+112,621 |
$34,055 | DFIP | 824,987 | +112,621 | $34,055 | AMERICAN CENTY ETF TR (AVDV) |
533,867 |
-39,100 |
$33,361 | AVDV | 533,867 | -39,100 | $33,361 | AMERICAN CENTY ETF TR (AVRE) |
704,645 |
+82,686 |
$30,518 | AVRE | 704,645 | +82,686 | $30,518 | EA SERIES TRUST |
1,431,321 |
-45,991 |
$30,079 | BSVO | 1,431,321 | -45,991 | $30,079 | DIMENSIONAL ETF TRUST (DFIV) |
719,465 |
-16,287 |
$24,721 | DFIV | 719,465 | -16,287 | $24,721 | DIMENSIONAL ETF TRUST (DFUV) |
408,315 |
-7,538 |
$15,197 | DFUV | 408,315 | -7,538 | $15,197 | AMERICAN CENTY ETF TR (AVEM) |
185,198 |
+14,258 |
$10,443 | AVEM | 185,198 | +14,258 | $10,443 | DIMENSIONAL ETF TRUST (DISV) |
400,486 |
+136,319 |
$10,327 | DISV | 400,486 | +136,319 | $10,327 | AMERICAN CENTY ETF TR (AVDE) |
163,299 |
+62,020 |
$9,868 | AVDE | 163,299 | +62,020 | $9,868 | DIMENSIONAL ETF TRUST (DFSV) |
288,055 |
+19,092 |
$8,388 | DFSV | 288,055 | +19,092 | $8,388 | DIMENSIONAL ETF TRUST (DFUS) |
156,688 |
-3,701 |
$8,121 | DFUS | 156,688 | -3,701 | $8,121 | DIMENSIONAL ETF TRUST (DFAS) |
86,668 |
-5,927 |
$5,167 | DFAS | 86,668 | -5,927 | $5,167 | DIMENSIONAL ETF TRUST (DFCF) |
114,780 |
-12,937 |
$4,867 | DFCF | 114,780 | -12,937 | $4,867 | VANGUARD INDEX FDS (VTI) |
12,675 |
-73 |
$3,007 | VTI | 12,675 | -73 | $3,007 | BLACK STONE MINERALS L P |
177,487 |
UNCH |
$2,833 | BSM | 177,487 | UNCH | $2,833 | AMERICAN CENTY ETF TR (AVUS) |
29,536 |
+11,057 |
$2,409 | AVUS | 29,536 | +11,057 | $2,409 | APPLE INC |
10,125 |
+1,158 |
$1,949 | AAPL | 10,125 | +1,158 | $1,949 | DIMENSIONAL ETF TRUST (DFGR) |
68,695 |
-3,484 |
$1,785 | DFGR | 68,695 | -3,484 | $1,785 | EXXON MOBIL CORP |
17,060 |
-2,060 |
$1,706 | XOM | 17,060 | -2,060 | $1,706 | MICROSOFT CORP |
4,414 |
-1,511 |
$1,660 | MSFT | 4,414 | -1,511 | $1,660 | VANGUARD BD INDEX FDS (BND) |
18,524 |
-2,456 |
$1,362 | BND | 18,524 | -2,456 | $1,362 | BERKSHIRE HATHAWAY INC DEL |
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$1,269 | BRK.B | 3,557 | +1,312 | $1,269 | ISHARES TR (EFV) |
21,963 |
-7,264 |
$1,144 | EFV | 21,963 | -7,264 | $1,144 | VANGUARD INDEX FDS (VTV) |
6,443 |
-2,793 |
$963 | VTV | 6,443 | -2,793 | $963 | VANGUARD SCOTTSDALE FDS (VGIT) |
15,913 |
-57,917 |
$944 | VGIT | 15,913 | -57,917 | $944 | ELI LILLY & CO |
1,543 |
UNCH |
$899 | LLY | 1,543 | UNCH | $899 | NVIDIA CORPORATION |
1,708 |
+446 |
$846 | NVDA | 1,708 | +446 | $846 | AMERICAN CENTY ETF TR (AVSU) |
14,688 |
+163 |
$825 | AVSU | 14,688 | +163 | $825 | VANGUARD MUN BD FDS (VTEB) |
15,977 |
-691 |
$816 | VTEB | 15,977 | -691 | $816 | AMAZON COM INC |
5,337 |
+950 |
$811 | AMZN | 5,337 | +950 | $811 | MERCK & CO INC |
7,158 |
-287 |
$780 | MRK | 7,158 | -287 | $780 | VANGUARD BD INDEX FDS (BIV) |
10,174 |
UNCH |
$777 | BIV | 10,174 | UNCH | $777 | VANGUARD INTL EQUITY INDEX F (VSS) |
5,835 |
UNCH |
$671 | VSS | 5,835 | UNCH | $671 | ALPHABET INC |
3,746 |
+3,746 |
$523 | GOOGL | 3,746 | +3,746 | $523 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,000 |
+1,000 |
$507 | MDY | 1,000 | +1,000 | $507 | COSTCO WHSL CORP NEW |
682 |
+240 |
$450 | COST | 682 | +240 | $450 | SCHWAB STRATEGIC TR |
16,726 |
UNCH |
$415 | SCHE | 16,726 | UNCH | $415 | NISOURCE INC |
15,305 |
+15,305 |
$406 | NI | 15,305 | +15,305 | $406 | ISHARES TR (IVV) |
846 |
-214 |
$404 | IVV | 846 | -214 | $404 | AMERICAN CENTY ETF TR (AVMU) |
8,410 |
+8,410 |
$394 | AVMU | 8,410 | +8,410 | $394 | DIMENSIONAL ETF TRUST (DFAE) |
14,648 |
-9,044 |
$353 | DFAE | 14,648 | -9,044 | $353 | VANGUARD TAX MANAGED FDS (VEA) |
7,214 |
+2 |
$346 | VEA | 7,214 | +2 | $346 | SPDR S&P 500 ETF TR (SPY) |
725 |
-262 |
$345 | SPY | 725 | -262 | $345 | ALPHABET INC |
2,181 |
-20 |
$307 | GOOG | 2,181 | -20 | $307 | VANGUARD INDEX FDS (VBR) |
1,637 |
-68 |
$295 | VBR | 1,637 | -68 | $295 | PNC FINL SVCS GROUP INC |
1,845 |
UNCH |
$286 | PNC | 1,845 | UNCH | $286 | TRUIST FINL CORP |
7,564 |
-5,056 |
$279 | TFC | 7,564 | -5,056 | $279 | DIMENSIONAL ETF TRUST (DFAU) |
8,356 |
-5,135 |
$278 | DFAU | 8,356 | -5,135 | $278 | VANGUARD INDEX FDS (VB) |
1,293 |
UNCH |
$276 | VB | 1,293 | UNCH | $276 | DIMENSIONAL ETF TRUST (DFAI) |
9,465 |
-6,707 |
$271 | DFAI | 9,465 | -6,707 | $271 | HOME DEPOT INC |
753 |
+73 |
$261 | HD | 753 | +73 | $261 | GODADDY INC |
2,358 |
+2,358 |
$250 | GDDY | 2,358 | +2,358 | $250 | VANGUARD INDEX FDS (VNQ) |
2,608 |
-232 |
$230 | VNQ | 2,608 | -232 | $230 | ISHARES TR (IWB) |
869 |
UNCH |
$228 | IWB | 869 | UNCH | $228 | S&P GLOBAL INC |
500 |
+500 |
$220 | SPGI | 500 | +500 | $220 | TRANSDIGM GROUP INC |
215 |
+215 |
$217 | TDG | 215 | +215 | $217 | DIMENSIONAL ETF TRUST (DFSE) |
6,836 |
+6,836 |
$216 | DFSE | 6,836 | +6,836 | $216 | META PLATFORMS INC |
600 |
+600 |
$212 | META | 600 | +600 | $212 | LPL FINL HLDGS INC |
925 |
+1 |
$211 | LPLA | 925 | +1 | $211 | EA SERIES TRUST |
1,908 |
+1,908 |
$201 | BOXX | 1,908 | +1,908 | $201 | PUBLIC STORAGE |
659 |
+659 |
$201 | PSA | 659 | +659 | $201 | NATIONAL CINEMEDIA INC |
17,116 |
+6,889 |
$71 | NCMI | 17,116 | +6,889 | $71 | ADOBE INC |
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$0 (exited) | ADBE | 0 | -400 | $0 | ADT INC DEL |
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$0 (exited) | ADT | 0 | -20,965 | $0 | AMERICAN CENTY ETF TR |
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$0 (exited) | AVGE | 0 | -3,427 | $0 | DISNEY WALT CO |
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$0 (exited) | DIS | 0 | -3,745 | $0 | FOUR CORNERS PPTY TR INC |
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$0 (exited) | FCPT | 0 | -22,565 | $0 | ORACLE CORP |
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$0 (exited) | ORCL | 0 | -2,465 | $0 | PROCTER AND GAMBLE CO |
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$0 (exited) | PG | 0 | -4,521 | $0 | TESLA INC |
0 |
-930 |
$0 (exited) | TSLA | 0 | -930 | $0 |
See Summary: Hill Investment Group Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Hill Investment Group Partners LLC
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