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CIK: 0001979028
Total reported value
$980.4M
$980.4M
80 檔
40.1%
During the Q4 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 80 reported positions.
During Q4 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 | 22.98% | -0.05% | -1.69% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.83% | +0.34% | +1.84% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.62% | -0.30% | +7.04% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 6.90% | -0.58% | -2.37% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.40% | -0.32% | +14.37% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.74% | +0.27% | +3.73% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.15% | -0.38% | +6.45% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.33% | -0.41% | -0.60% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.29% | -0.12% | +4.48% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 4.27% | +0.01% | -10.36% | |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.02% | +0.01% | -1.73% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.13% | -0.27% | -7.08% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.85% | — | -17.79% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.55% | -0.01% | -16.07% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.25% | -0.12% | -4.73% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.17% | — | -13.48% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.17% | -0.06% | -4.12% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.11% | +0.08% | -16.37% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.00% | — | -5.75% | |
| 20 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.84% | — | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.58% | +0.01% | -24.97% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.54% | -0.03% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.06% | +44.29% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | — | +54.44% | |
| 25 | BSM | Black Stone Minerals LP | Stock-Other | 0.35% | -0.05% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.02% | +3.77% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.03% | NEW | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.25% | — | -5.74% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.20% | -0.01% | -0.43% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +8.99% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.02% | -28.06% | |
| 32 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.11% | +0.02% | +37.61% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.01% | +81.87% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | +0.06% | NEW | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | +6.24% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | — | -0.32% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.09% | — | — | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | +8.44% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | +0.24% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.08% | — | -50.23% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | +0.04% | NEW | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | +0.01% | -1.67% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.07% | — | +10.24% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.06% | — | -53.84% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | — | — | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.06% | — | — |
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 80 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUV, DFIC) accounted for 40.1% of total reported equity market value during Q4 2024.
During Q4 2024, Hill Investment Group Partners, LLC's top holdings by market value included DFAC (23.0%)、AVUV (8.8%)、DFIC (7.6%). The largest single position, DFAC, represented 23.0% of total portfolio value.
In Q4 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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