The Analysis of HILL ISLAND FINANCIAL LLC's Holdings


Currently, HILL ISLAND FINANCIAL LLC holds 80 types of securities in its portfolio with a total value $417.9M. In the most recent quarter, they have increased their positions in DFIC (+68.8K shares, valued at $2.4M), CAOS (+19.8K shares, valued at $1.8M), DFAU (+30.7K shares, valued at $1.4M); decreased their positions in EBI (-48.1K shares, valued at $2.7M), IXUS (-10.1K shares, valued at $851.7K), SPYG (-7.4K shares, valued at $788.6K); initiated new positions in NET (+3.7K shares, valued at $724.9K), PWZ (+20.0K shares, valued at $484.1K), VTEC (+4.3K shares, valued at $428.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EBI RBB FUND TRUST1.2M shares-3.93%2025-12-312026-01-22history
VANGUARD INDEX FDS VANGUARD INDEX FDS103.1K shares0.51%2025-12-312026-01-22history
DFAU DIMENSIONAL ETF TRUST1.2M shares2.54%2025-12-312026-01-22history
DFIC DIMENSIONAL ETF TRUST1.1M shares6.81%2025-12-312026-01-22history
QQQM INVESCO EXCH TRADED FD TR II93.6K shares2.79%2025-12-312026-01-22history
DFLV DIMENSIONAL ETF TRUST594.6K shares3.31%2025-12-312026-01-22history
DFAS DIMENSIONAL ETF TRUST280.2K shares3.12%2025-12-312026-01-22history
CAOS EA SERIES TRUST136.5K shares16.97%2025-12-312026-01-22history
Sponsored
SCHF SCHWAB STRATEGIC TR446.3K shares-3.01%2025-12-312026-01-22history
DFSI DIMENSIONAL ETF TRUST198.5K shares3.22%2025-12-312026-01-22history
IXUS ISHARES TR94.5K shares-9.62%2025-12-312026-01-22history
VUG VANGUARD INDEX FDS15.4K shares-7.82%2025-12-312026-01-22history
AVDV AMERICAN CENTY ETF TR73.0K shares6.12%2025-12-312026-01-22history
INVESCO QQQ TR INVESCO QQQ TR10.0K shares-3.45%2025-12-312026-01-22history
NVDA NVIDIA CORPORATION30.6K shares17.44%2025-12-312026-01-22history
MSFT MICROSOFT CORP11.5K shares1.87%2025-12-312026-01-22history
Sponsored
AAPL APPLE INC20.3K shares1.72%2025-12-312026-01-22history
SPYG SPDR SERIES TRUST44.8K shares-14.15%2025-12-312026-01-22history
IVV ISHARES TR6.3K shares-0.30%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC10.0K shares0.37%2025-12-312026-01-22history
DFSE DIMENSIONAL ETF TRUST55.5K shares0.79%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC5.7K shares2.51%2025-12-312026-01-22history
MEAR ISHARES U S ETF TR34.2K shares-2.84%2025-12-312026-01-22history
VEU VANGUARD INTL EQUITY INDEX F21.4K shares0.00%2025-12-312026-01-22history
Sponsored
BROADCOM INC BROADCOM INC4.4K shares6.88%2025-12-312026-01-22history
AMZN AMAZON COM INC6.0K shares4.96%2025-12-312026-01-22history
JHMM JOHN HANCOCK EXCHANGE TRADED20.7K shares-10.16%2025-12-312026-01-22history
DFSU DIMENSIONAL ETF TRUST29.9K shares11.35%2025-12-312026-01-22history
IEFA ISHARES TR13.8K shares-1.62%2025-12-312026-01-22history
SPTI SPDR SERIES TRUST39.4K shares-11.02%2025-12-312026-01-22history
XLK SELECT SECTOR SPDR TR7.5K shares100.03%2025-12-312026-01-22history
ESGD ISHARES TR10.8K shares2.81%2025-12-312026-01-22history
Sponsored
DSI ISHARES TR7.9K shares0.29%2025-12-312026-01-22history
FITB FIFTH THIRD BANCORP21.4K shares2.50%2025-12-312026-01-22history
ISTB ISHARES TR20.0K shares-12.60%2025-12-312026-01-22history
VB VANGUARD INDEX FDS3.7K shares11.13%2025-12-312026-01-22history
SCHZ SCHWAB STRATEGIC TR36.8K shares-11.31%2025-12-312026-01-22history
SUB ISHARES TR7.9K shares14.78%2025-12-312026-01-22history
IUSB ISHARES TR16.2K shares-14.28%2025-12-312026-01-22history
NET CLOUDFLARE INC3.7K sharesnew addition2025-12-312026-01-22history
Sponsored
JPM JPMORGAN CHASE & CO.2.2K shares0.73%2025-12-312026-01-22history
CRM SALESFORCE INC2.6K shares-10.78%2025-12-312026-01-22history
MCD MCDONALDS CORP2.3K shares16.15%2025-12-312026-01-22history
QQMG INVESCO EXCH TRADED FD TR II14.1K shares1.32%2025-12-312026-01-22history
IWF ISHARES TR1.1K shares-0.88%2025-12-312026-01-22history
LLY ELI LILLY & CO490 shares54.09%2025-12-312026-01-22history
ESML ISHARES TR10.5K shares0.32%2025-12-312026-01-22history
PWZ INVESCO EXCH TRADED FD TR II20.0K sharesnew addition2025-12-312026-01-22history
Sponsored
HBAN HUNTINGTON BANCSHARES INC27.4K shares3.02%2025-12-312026-01-22history
VWO VANGUARD INTL EQUITY INDEX F8.4K shares0.00%2025-12-312026-01-22history
VTEC VANGUARD CALIF TAX FREE FDS4.3K sharesnew addition2025-12-312026-01-22history
V VISA INC1.2K shares3.32%2025-12-312026-01-22history
AMD ADVANCED MICRO DEVICES INC2.0K shares3.47%2025-12-312026-01-22history
PRVS PARNASSUS INCOME FDS14.9K shares6.45%2025-12-312026-01-22history
CMF ISHARES TR6.8K shares20.26%2025-12-312026-01-22history
SPY SPDR S&P 500 ETF TR541 shares-2.87%2025-12-312026-01-22history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL715 shares0.00%2025-12-312026-01-22history
ABT ABBOTT LABS2.9K shares-3.49%2025-12-312026-01-22history
VGT VANGUARD WORLD FD437 shares0.00%2025-12-312026-01-22history
WMT WALMART INC2.9K shares-2.08%2025-12-312026-01-22history
HD HOME DEPOT INC934 shares-0.64%2025-12-312026-01-22history
TSLA TESLA INC707 sharesnew addition2025-12-312026-01-22history
DIS DISNEY WALT CO2.7K shares-0.81%2025-12-312026-01-22history
MA MASTERCARD INCORPORATED524 shares5.01%2025-12-312026-01-22history
Sponsored
DE DEERE & CO629 shares4.49%2025-12-312026-01-22history
JHML JOHN HANCOCK EXCHANGE TRADED3.7K shares-26.98%2025-12-312026-01-22history
BAC BANK AMERICA CORP5.0K shares0.78%2025-12-312026-01-22history
SCHV SCHWAB STRATEGIC TR9.0K shares0.00%2025-12-312026-01-22history
JNJ JOHNSON & JOHNSON1.3K shares1.62%2025-12-312026-01-22history
PANW PALO ALTO NETWORKS INC1.4K shares-1.63%2025-12-312026-01-22history
EMR EMERSON ELEC CO1.9K shares0.69%2025-12-312026-01-22history
PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-12-312026-01-22history
Sponsored
ABBV ABBVIE INC1.0K shares-13.87%2025-12-312026-01-22history
VTEB VANGUARD MUN BD FDS4.6K shares-16.85%2025-12-312026-01-22history
ORCL ORACLE CORP1.1K shares-5.05%2025-12-312026-01-22history
COST COSTCO WHSL CORP NEW250 shares6.38%2025-12-312026-01-22history
NFLX NETFLIX INC2.3K shares881.03%2025-12-312026-01-22history
HMOP HARTFORD FDS EXCHANGE TRADED5.2K shares-2.95%2025-12-312026-01-22history
MU MICRON TECHNOLOGY INC708 sharesnew addition2025-12-312026-01-22history
IBM INTERNATIONAL BUSINESS MACHS678 sharesnew addition2025-12-312026-01-22history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available