Hill Island Financial LLC Top Holdings and 13F Report (2025) About Hill Island Financial LLCInvestment ActivityHill Island Financial LLC has $342.38 million in total holdings as of December 31, 2024.Hill Island Financial LLC owns shares of 73 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 27.59% of the portfolio was purchased this quarter.About 21.94% of the portfolio was sold this quarter.This quarter, Hill Island Financial LLC has purchased 72 new stocks and bought additional shares in 36 stocks.Hill Island Financial LLC sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $47,268,223Vanguard S&P 500 ETF $45,966,092John Hancock Multifactor Mid Cap ETF $29,550,377iShares Core MSCI Total International Stock ETF $28,516,594Vanguard Growth ETF $27,457,548 Largest New Holdings this Quarter Dimensional US Core Equity Market ETF $47,268,223 HoldingDimensional US Large Cap Value ETF $15,503,720 HoldingDimensional U.S. Small Cap ETF $9,372,467 HoldingVanguard Total Stock Market ETF $4,883,144 HoldingVanguard FTSE All-World ex-US ETF $2,099,617 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 1,167,405 shares (about $47.27M)Dimensional US Large Cap Value ETF 516,274 shares (about $15.50M)Dimensional U.S. Small Cap ETF 144,015 shares (about $9.37M)Vanguard Total Stock Market ETF 16,849 shares (about $4.88M)Schwab International Equity ETF 256,504 shares (about $4.75M) Largest Sales this Quarter John Hancock Multifactor Mid Cap ETF 641,922 shares (about $38.34M)Vanguard Small-Cap ETF 64,786 shares (about $15.57M)John Hancock Multifactor Large Cap ETF 220,499 shares (about $15.36M)Vanguard S&P 500 ETF 5,653 shares (about $3.05M)SPDR Portfolio S&P 500 Growth ETF 3,818 shares (about $335.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHill Island Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$47,268,223$47,268,223 ▲New Holding1,167,40513.8%ETFVOOVanguard S&P 500 ETF$45,966,092$3,045,907 ▼-6.2%85,31013.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$29,550,377$38,341,969 ▼-56.5%494,7338.6%ETFIXUSiShares Core MSCI Total International Stock ETF$28,516,594$3,260,636 ▲12.9%431,1558.3%ManufacturingVUGVanguard Growth ETF$27,457,548$38,171 ▼-0.1%66,8988.0%ETFVBVanguard Small-Cap ETF$16,992,725$15,566,673 ▼-47.8%70,7215.0%ETFDFLVDimensional US Large Cap Value ETF$15,503,720$15,503,720 ▲New Holding516,2744.5%ETFDSIiShares ESG MSCI KLD 400 ETF$11,297,898$271,216 ▼-2.3%102,4753.3%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$10,416,746$121,463 ▲1.2%243,2183.0%ETFJHMLJohn Hancock Multifactor Large Cap ETF$9,732,879$15,357,736 ▼-61.2%139,7402.8%ETFDFASDimensional U.S. Small Cap ETF$9,372,467$9,372,467 ▲New Holding144,0152.7%ETFSCHFSchwab International Equity ETF$9,268,746$4,745,327 ▲104.9%501,0132.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$7,320,480$166,823 ▲2.3%96,1452.1%ManufacturingQQQInvesco QQQ$6,181,107$90,485 ▼-1.4%12,0911.8%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$5,243,115$335,600 ▼-6.0%59,6491.5%ETFVTIVanguard Total Stock Market ETF$4,883,144$4,883,144 ▲New Holding16,8491.4%ETFIWMiShares Russell 2000 ETF$4,345,000$13,479 ▲0.3%19,6641.3%FinanceIVViShares Core S&P 500 ETF$3,804,706$27,080 ▲0.7%6,4631.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,713,695$163,238 ▲4.6%88,3161.1%ETFMSFTMicrosoft$3,366,177$38,779 ▲1.2%7,9861.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$3,179,147$2,905,487 ▲1,061.7%63,4180.9%ETFAAPLApple$3,157,491$193,070 ▲6.5%12,6090.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,555,681$22,787 ▼-0.9%10,9910.7%ETFVEUVanguard FTSE All-World ex-US ETF$2,099,617$2,099,617 ▲New Holding36,5720.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,077,493$1,376,184 ▲196.2%79,6890.6%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,743,021$19,031 ▲1.1%34,8950.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,556,207$69,589 ▲4.7%55,8180.5%ETFGOOGAlphabet$1,480,790$11,235 ▲0.8%7,7760.4%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$1,471,875$87,800 ▲6.3%30,8120.4%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,470,590$749,324 ▲103.9%64,7840.4%ETFNVDANVIDIA$1,371,720$17,726 ▼-1.3%10,2150.4%Computer and TechnologyAMZNAmazon.com$1,291,187$19,966 ▲1.6%5,8850.4%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$1,129,754$90,263 ▲8.7%24,9950.3%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,047,625$9,282 ▼-0.9%9,9320.3%ETFIEFAiShares Core MSCI EAFE ETF$994,235$27,198 ▲2.8%14,1470.3%ETFFITBFifth Third Bancorp$898,1960.0%21,2440.3%FinanceCRMSalesforce$852,1860.0%2,5490.2%Computer and TechnologyAVGOBroadcom$803,181$65,386 ▲8.9%3,4640.2%Computer and TechnologyMCDMcDonald's$695,830$13,627 ▲2.0%2,4000.2%Retail/WholesaleJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$670,462$1,779 ▲0.3%14,3230.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$641,907$1,258 ▲0.2%11,7370.2%ETFNULVNuveen ESG Large-Cap Value ETF$631,940$12,992 ▲2.1%16,0510.2%ETFVIGVanguard Dividend Appreciation ETF$624,373$70,115 ▼-10.1%3,1880.2%ETFSCHMSchwab U.S. Mid-Cap ETF$563,447$375,631 ▲200.0%20,3340.2%ETFSPYSPDR S&P 500 ETF Trust$535,992$1,172 ▲0.2%9150.2%FinanceJMUBJPMorgan Municipal ETF$509,167$55,766 ▼-9.9%10,1530.1%ETFABTAbbott Laboratories$504,709$5,429 ▼-1.1%4,4620.1%MedicalGOOGLAlphabet$482,037$21,962 ▼-4.4%2,5460.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$466,234$4,819 ▼-1.0%1,1610.1%ETFHBANHuntington Bancshares$402,922$1,285 ▲0.3%24,7650.1%FinanceVWOVanguard FTSE Emerging Markets ETF$371,0340.0%8,4250.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$365,777$8,142 ▲2.3%12,7580.1%ManufacturingIWDiShares Russell 1000 Value ETF$354,339$9,257 ▼-2.5%1,9140.1%ETFDEDeere & Company$353,1470.0%8330.1%IndustrialsJPMJPMorgan Chase & Co.$324,567$11,266 ▼-3.4%1,3540.1%FinanceBRK.BBerkshire Hathaway$324,1720.0%7150.1%FinanceIJRiShares Core S&P Small-Cap ETF$308,270$2,420 ▲0.8%2,6750.1%ETFSNPEXtrackers S&P 500 ESG ETF$301,996$20,030 ▲7.1%5,6690.1%ETFHDHome Depot$295,669$778 ▲0.3%7600.1%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$293,581$116 ▲0.0%2,5410.1%ETFMRVLMarvell Technology$288,609$288,609 ▲New Holding2,6130.1%Computer and TechnologyVGTVanguard Information Technology ETF$271,7270.0%4370.1%ETFABBVAbbVie$255,683$1,954 ▼-0.8%1,4390.1%MedicalDISWalt Disney$254,103$21,268 ▼-7.7%2,2820.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$244,593$20,279 ▼-7.7%1,1820.1%ETFVOOGVanguard S&P 500 Growth ETF$234,9910.0%6420.1%ETFCOSTCostco Wholesale$232,150$17,434 ▲8.1%2530.1%Retail/WholesalePANWPalo Alto Networks$220,899$111,723 ▲102.3%1,2140.1%Computer and TechnologyHMOPHartford Municipal Opportunities ETF$220,789$6,379 ▼-2.8%5,7110.1%ETFPWZInvesco California AMT-Free Municipal Bond ETF$216,347$216,347 ▲New Holding8,7590.1%ETFSCHXSchwab US Large-Cap ETF$214,975$102,991 ▲92.0%9,2740.1%ETFCVXChevron$210,3990.0%1,4530.1%EnergyDNPDNP Select Income Fund$108,126$13,662 ▲14.5%12,2590.0%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$0$627,649 ▼-100.0%00.0%ETFMETAMeta Platforms$0$257,850 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$234,408 ▼-100.0%00.0%MedicalPEPPepsiCo$0$230,719 ▼-100.0%00.0%Consumer StaplesAMDAdvanced Micro Devices$0$227,415 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$221,245 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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