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CIK: 0001979028
Total reported value
$980.4M
$980.4M
69 檔
38.0%
During the Q1 2024 filing period, Hill Investment Group Partners, LLC (CIK: 0001979028) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $980.4M across 69 reported positions.
During Q1 2024, Hill Investment Group Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.36% | -0.05% | -0.22% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-Other | 8.77% | -0.58% | -32.44% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.49% | +0.34% | +0.86% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 7.47% | -0.30% | +0.40% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.52% | +0.27% | +0.16% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.03% | -0.38% | +1.37% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.86% | +0.01% | -3.17% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.79% | -0.41% | -0.31% | |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 4.57% | -0.32% | — | |
| 10 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.29% | +0.01% | -0.28% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.23% | -0.12% | +0.65% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.71% | -0.27% | -0.66% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.30% | — | -2.50% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.50% | -0.12% | -2.66% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.49% | +0.08% | -1.94% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.45% | -0.06% | -1.30% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.26% | — | -0.06% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.16% | — | -4.92% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.76% | +0.01% | -0.84% | |
| 20 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.58% | -0.03% | -14.10% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.03% | NEW | |
| 22 | BSM | Black Stone Minerals LP | Stock-Other | 0.40% | -0.05% | — | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.33% | -0.01% | +1053.83% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.32% | — | -13.28% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.02% | -8.93% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | — | -5.55% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.22% | -0.01% | -10.50% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.06% | -10.00% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +0.64% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | — | -5.92% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.16% | — | -5.80% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | -27.50% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | +0.06% | NEW | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.13% | — | — | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.13% | — | -1.19% | |
| 36 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.13% | +0.02% | +1.18% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | — | +6.90% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.11% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -41.35% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.10% | — | -0.02% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | -0.03% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -48.90% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.06% | — | +7.59% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 46 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.06% | -0.01% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | — | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | -27.27% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | +0.06% | NEW | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | +0.01% | — |
According to official SEC Form 13F filings, Hill Investment Group Partners, LLC reported a total U.S. public equity portfolio value of $980.4M across 69 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVIG, AVUV) accounted for 38.0% of total reported equity market value during Q1 2024.
During Q1 2024, Hill Investment Group Partners, LLC's top holdings by market value included DFAC (22.4%)、AVIG (8.8%)、AVUV (8.5%). The largest single position, DFAC, represented 22.4% of total portfolio value.
In Q1 2024, Hill Investment Group Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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