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CIK: 0001979028
Total reported value
$980.4M
$980.4M
70 檔
37.8%
The Q3 2024 SEC filing reveals that Hill Investment Group Partners, LLC held a total portfolio value of $980.4M, covering 70 public equity positions.
During Q3 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 | 22.59% | -0.05% | +0.25% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.31% | +0.34% | +2.59% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.52% | -0.30% | +0.16% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 7.31% | -0.58% | -0.25% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.88% | +0.27% | +0.10% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.81% | -0.32% | -0.53% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.02% | -0.38% | +0.05% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 4.57% | +0.01% | +0.29% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.54% | -0.41% | -1.03% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.16% | -0.12% | -0.11% | |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 3.97% | +0.01% | — | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.56% | -0.27% | +0.05% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.23% | — | +0.03% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.87% | -0.01% | +7.78% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | +0.08% | +4.63% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.38% | -0.12% | +3.86% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.30% | — | +0.05% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.29% | -0.06% | — | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.02% | — | +0.66% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.01% | — | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.57% | -0.03% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.03% | NEW | |
| 23 | BSM | Black Stone Minerals LP | Stock-Other | 0.39% | -0.05% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.02% | -4.42% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.06% | -4.92% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.26% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | — | -5.00% | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.21% | -0.01% | -2.83% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.02% | +0.64% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | — | -0.38% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | -1.77% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.14% | — | -0.13% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.13% | — | -0.68% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | — | +0.33% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.06% | NEW | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -2.63% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | -4.06% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | — | — | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.08% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | -7.45% | |
| 41 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.08% | +0.02% | +0.16% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.07% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.06% | — | +2.40% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.01% | -5.75% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | — | -2.67% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | — | — | |
| 49 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.05% | -0.01% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | +0.06% | NEW |
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 70 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUV, DFIC) accounted for 37.8% of total reported equity market value during Q3 2024.
During Q3 2024, Hill Investment Group Partners, LLC's top holdings by market value included DFAC (22.6%)、AVUV (8.3%)、DFIC (7.5%). The largest single position, DFAC, represented 22.6% of total portfolio value.
In Q3 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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