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CIK: 0001979028
Total reported value
$980.4M
$980.4M
50 檔
47.8%
At the close of Q1 2025, Hill Investment Group Partners, LLC disclosed equity holdings valued at approximately $980.4M, spread across 50 reported holdings.
During Q1 2025, 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 | EBI | Longview Advantage ETF | ETF-Other | 36.56% | +1.10% | — | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.37% | -0.30% | -0.23% | |
| 3 | AVIG | Avantis Core Fixed Income | ETF-Other | 7.02% | -0.58% | -2.61% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.53% | -0.32% | -0.24% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.85% | +0.27% | -1.69% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.48% | -0.38% | -3.07% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.67% | -0.05% | -79.21% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.57% | -0.41% | -1.04% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.54% | -0.12% | +0.73% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.52% | +0.34% | -56.90% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.48% | -0.27% | -2.18% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.38% | -0.12% | -1.95% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.21% | -0.06% | -6.79% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.12% | +0.08% | -3.20% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.98% | -0.01% | -39.01% | |
| 16 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.65% | +0.01% | -82.46% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.56% | -0.03% | -1.47% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.54% | +0.01% | -86.66% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.38% | — | -59.42% | |
| 20 | BSM | Black Stone Minerals LP | Stock-Other | 0.37% | -0.05% | — | |
| 21 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.22% | -0.01% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.06% | -51.26% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | -19.13% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.02% | -45.57% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | -62.56% | |
| 26 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.12% | +0.02% | +9.54% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.11% | — | — | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.09% | — | -2.64% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | — | -1.08% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.02% | -48.63% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | +0.06% | NEW | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.07% | — | -6.23% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | -23.60% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | -15.79% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.06% | — | — | |
| 36 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.05% | -0.01% | -3.22% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | -45.38% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.04% | — | -82.31% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.04% | — | -0.45% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | -55.29% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | -33.93% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.04% | — | -14.17% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | +0.01% | -93.62% | |
| 44 | NCMI | National Cinemedia Inc | Stock-Other | 0.03% | — | — | |
| 45 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.03% | +0.01% | -3.36% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.03% | — | -13.50% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.03% | — | -3.85% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.03% | +0.04% | NEW | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.03% | — | -1.81% | |
| 50 | DFAI | Dimensional International Co | ETF-Other | 0.03% | — | -6.06% |
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 50 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 EBI, DFIC, AVIG) accounted for 47.8% of total reported equity market value during Q1 2025.
During Q1 2025, Hill Investment Group Partners, LLC's top holdings by market value included EBI (36.6%)、DFIC (8.4%)、AVIG (7.0%). The largest single position, EBI, represented 36.6% of total portfolio value.
In Q1 2025, 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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