Hill Island Financial LLC Top Holdings and 13F Report (2025) About Hill Island Financial LLCInvestment ActivityHill Island Financial LLC has $341.17 million in total holdings as of March 31, 2025.Hill Island Financial LLC owns shares of 59 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 24.62% of the portfolio was purchased this quarter.About 21.37% of the portfolio was sold this quarter.This quarter, Hill Island Financial LLC has purchased 73 new stocks and bought additional shares in 11 stocks.Hill Island Financial LLC sold shares of 40 stocks and completely divested from 16 stocks this quarter.Largest Holdings RBB FUND TRUST $65,721,067Dimensional US Core Equity Market ETF $49,418,094Vanguard S&P 500 ETF $47,815,283iShares Core MSCI Total International Stock ETF $31,749,315Vanguard Growth ETF $25,895,133 Largest New Holdings this Quarter 75526L852 - RBB FUND TRUST $65,721,067 Holding25434V716 - Dimensional US Sustainability Core 1 ETF $876,839 Holding Largest Purchases this Quarter RBB FUND TRUST 1,389,114 shares (about $65.72M)Dimensional US Core Equity Market ETF 118,185 shares (about $4.54M)Dimensional U.S. Small Cap ETF 71,187 shares (about $4.25M)Vanguard S&P 500 ETF 7,732 shares (about $3.97M)Dimensional US Large Cap Value ETF 55,159 shares (about $1.69M) Largest Sales this Quarter John Hancock Multifactor Mid Cap ETF 471,374 shares (about $27.01M)Vanguard Small-Cap ETF 67,044 shares (about $14.87M)John Hancock Multifactor Large Cap ETF 134,466 shares (about $9.07M)Vanguard Tax-Exempt Bond ETF 58,646 shares (about $2.91M)Schwab U.S. Large-Cap Value ETF 69,888 shares (about $1.86M) 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 PortfolioSectorRBB FUND TRUST$65,721,067$65,721,067 ▲New Holding1,389,11419.3%LONGVIEW ADVANTGDFAUDimensional US Core Equity Market ETF$49,418,094$4,543,033 ▲10.1%1,285,59014.5%ETFVOOVanguard S&P 500 ETF$47,815,283$3,973,558 ▲9.1%93,04214.0%ETFIXUSiShares Core MSCI Total International Stock ETF$31,749,315$1,650,379 ▲5.5%454,7969.3%ManufacturingVUGVanguard Growth ETF$25,895,133$1,087,987 ▲4.4%69,8327.6%ETFDFLVDimensional US Large Cap Value ETF$17,468,692$1,686,209 ▲10.7%571,4335.1%ETFDFASDimensional U.S. Small Cap ETF$12,858,314$4,253,421 ▲49.4%215,2023.8%ETFDSIiShares ESG MSCI KLD 400 ETF$10,316,200$178,296 ▼-1.7%100,7343.0%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$10,013,840$308,326 ▼-3.0%235,9532.9%ETFSCHFSchwab International Equity ETF$9,821,409$88,634 ▼-0.9%496,5322.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$8,006,355$152,270 ▲1.9%98,0092.3%ManufacturingQQQInvesco QQQ$4,956,813$712,738 ▼-12.6%10,5711.5%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$4,634,542$159,454 ▼-3.3%57,6651.4%ETFIWMiShares Russell 2000 ETF$3,750,211$172,559 ▼-4.4%18,7991.1%FinanceIVViShares Core S&P 500 ETF$3,587,674$43,827 ▼-1.2%6,3851.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,208,446$183,752 ▼-5.4%83,5320.9%ETFMSFTMicrosoft$2,756,026$241,743 ▼-8.1%7,3420.8%Computer and TechnologyAAPLApple$2,573,053$227,674 ▼-8.1%11,5840.8%Computer and TechnologyMEARiShares Short Maturity Municipal Bond Active ETF$1,762,088$8,943 ▲0.5%35,0730.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,476,177$119,092 ▼-7.5%51,6510.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,338,476$27,009,837 ▼-95.3%23,3590.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,297,752$920,692 ▼-41.5%21,3940.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,289,636$200,120 ▼-13.4%26,6730.4%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,243,337$257,051 ▼-17.1%53,6850.4%ETFNVDANVIDIA$1,151,496$44,434 ▲4.0%10,6250.3%Computer and TechnologyGOOGAlphabet$1,112,128$102,636 ▼-8.4%7,1190.3%Computer and TechnologyAMZNAmazon.com$1,079,222$40,528 ▼-3.6%5,6720.3%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,059,309$10,893 ▼-1.0%14,0030.3%ETFIUSBiShares Core Total USD Bond Market ETF$1,025,278$126,489 ▼-11.0%22,2500.3%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,008,250$40,550 ▼-3.9%9,5480.3%ETFDFSUDimensional US Sustainability Core 1 ETF$876,839$876,839 ▲New Holding24,4860.3%ETFVBVanguard Small-Cap ETF$815,411$14,867,668 ▼-94.8%3,6770.2%ETFFITBFifth Third Bancorp$797,524$35,241 ▼-4.2%20,3450.2%FinanceXLKTechnology Select Sector SPDR Fund$778,905$1,490,699 ▼-65.7%3,7720.2%ETFCRMSalesforce$669,907$14,225 ▼-2.1%2,4960.2%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$649,9170.0%16,0510.2%ETFMCDMcDonald's$600,614$148,982 ▼-19.9%1,9230.2%Retail/WholesaleJMUBJPMorgan Municipal ETF$500,931$6,700 ▼-1.3%10,0190.1%ETFAVGOBroadcom$435,150$144,827 ▼-25.0%2,5990.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$419,2250.0%1,1610.1%ETFVWOVanguard FTSE Emerging Markets ETF$381,3130.0%8,4250.1%ETFBRK.BBerkshire Hathaway$380,8850.0%7150.1%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$378,360$10,159 ▲2.8%13,1100.1%ManufacturingHBANHuntington Bancshares$371,7180.0%24,7650.1%FinanceJHMLJohn Hancock Multifactor Large Cap ETF$355,546$9,065,007 ▼-96.2%5,2740.1%ETFGOOGLAlphabet$323,954$69,739 ▼-17.7%2,0950.1%Computer and TechnologyABTAbbott Laboratories$299,914$291,955 ▼-49.3%2,2610.1%MedicalSPYSPDR S&P 500 ETF Trust$293,975$217,407 ▼-42.5%5260.1%FinanceSNPEXtrackers S&P 500 ESG ETF$282,474$3,429 ▼-1.2%5,6010.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$260,502$1,857,562 ▼-87.7%9,8010.1%ETFDEDeere & Company$250,115$140,778 ▼-36.0%5330.1%IndustrialsVGTVanguard Information Technology ETF$237,0200.0%4370.1%ETFVTEBVanguard Tax-Exempt Bond ETF$236,779$2,909,921 ▼-92.5%4,7720.1%ETFCOSTCostco Wholesale$224,502$15,156 ▼-6.3%2370.1%Retail/WholesaleDISWalt Disney$223,271$1,974 ▼-0.9%2,2620.1%Consumer DiscretionaryPWZInvesco California AMT-Free Municipal Bond ETF$210,632$1,741 ▲0.8%8,8320.1%ETFPANWPalo Alto Networks$204,768$2,389 ▼-1.2%1,2000.1%Computer and TechnologyCVXChevron$203,697$39,301 ▼-16.2%1,2180.1%EnergyDNPDNP Select Income Fund$110,689$10,553 ▼-8.7%11,1920.0%FinanceVTIVanguard Total Stock Market ETF$0$4,883,144 ▼-100.0%00.0%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$0$670,462 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$641,907 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$624,373 ▼-100.0%00.0%ETFSCHMSchwab U.S. Mid-Cap ETF$0$563,447 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$354,339 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$324,567 ▼-100.0%00.0%FinanceIJRiShares Core S&P Small-Cap ETF$0$308,270 ▼-100.0%00.0%ETFHDHome Depot$0$295,669 ▼-100.0%00.0%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$0$293,581 ▼-100.0%00.0%ETFMRVLMarvell Technology$0$288,609 ▼-100.0%00.0%Computer and TechnologyABBVAbbVie$0$255,683 ▼-100.0%00.0%MedicalMTUMiShares MSCI USA Momentum Factor ETF$0$244,593 ▼-100.0%00.0%ETFVOOGVanguard S&P 500 Growth ETF$0$234,991 ▼-100.0%00.0%ETFHMOPHartford Municipal Opportunities ETF$0$220,789 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$214,975 ▼-100.0%00.0%ETFShowing 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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