The Analysis of HILL ISLAND FINANCIAL LLC's Holdings
Currently, HILL ISLAND FINANCIAL LLC holds 76 types of securities in its portfolio with a total value $400.6M. In the most recent quarter, they have increased their positions in CAOS (+116.7K shares, valued at $10.4M), DFIC (+149.6K shares, valued at $4.9M), VOO (+3.9K shares, valued at $2.4M); decreased their positions in EBI (-39.4K shares, valued at $2.2M), DFAU (-46.1K shares, valued at $2.1M), QQQM (-7.3K shares, valued at $1.8M); initiated new positions in CAOS (+116.7K shares, valued at $10.4M), CMF (+5.6K shares, valued at $320.6K), VTEB (+5.5K shares, valued at $276.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EBI RBB FUND TRUST1.2M shares-3.13%2025-09-302025-11-07
VOO VANGUARD INDEX FDS102.6K shares3.94%2025-09-302025-11-07
DFAU DIMENSIONAL ETF TRUST1.2M shares-3.68%2025-09-302025-11-07
DFIC DIMENSIONAL ETF TRUST1.0M shares17.37%2025-09-302025-11-07
QQQM INVESCO EXCH TRADED FD TR II91.1K shares-7.46%2025-09-302025-11-07
DFLV DIMENSIONAL ETF TRUST575.6K shares1.65%2025-09-302025-11-07
DFAS DIMENSIONAL ETF TRUST271.7K shares8.40%2025-09-302025-11-07
SCHF SCHWAB STRATEGIC TR460.1K shares-0.04%2025-09-302025-11-07
CAOS EA SERIES TRUST116.7K sharesnew addition2025-09-302025-11-07
IXUS ISHARES TR104.6K shares-2.97%2025-09-302025-11-07
VUG VANGUARD INDEX FDS16.7K shares-4.23%2025-09-302025-11-07
DFSI DIMENSIONAL ETF TRUST192.3K shares3.67%2025-09-302025-11-07
QQQ INVESCO QQQ TR10.3K shares-1.73%2025-09-302025-11-07
AVDV AMERICAN CENTY ETF TR68.8K shares13.01%2025-09-302025-11-07
MSFT MICROSOFT CORP11.2K shares0.32%2025-09-302025-11-07
SPYG SPDR SERIES TRUST52.2K shares-2.23%2025-09-302025-11-07
AAPL APPLE INC20.0K shares1.29%2025-09-302025-11-07
NVDA NVIDIA CORPORATION26.0K shares5.11%2025-09-302025-11-07
IVV ISHARES TR6.3K shares-0.27%2025-09-302025-11-07
GOOG ALPHABET INC10.0K shares1.48%2025-09-302025-11-07
DFSE DIMENSIONAL ETF TRUST55.1K shares0.00%2025-09-302025-11-07
MEAR ISHARES U S ETF TR35.2K shares0.00%2025-09-302025-11-07
VEU VANGUARD INTL EQUITY INDEX F21.4K shares0.00%2025-09-302025-11-07
JHMM JOHN HANCOCK EXCHANGE TRADED23.1K shares-0.67%2025-09-302025-11-07
AVGO BROADCOM INC4.1K shares7.06%2025-09-302025-11-07
GOOGL ALPHABET INC5.6K shares5.27%2025-09-302025-11-07
SPTI SPDR SERIES TRUST44.3K shares-2.94%2025-09-302025-11-07
AMZN AMAZON COM INC5.7K shares1.02%2025-09-302025-11-07
IEFA ISHARES TR14.0K shares0.00%2025-09-302025-11-07
DFSU DIMENSIONAL ETF TRUST26.9K shares16.00%2025-09-302025-11-07
ISTB ISHARES TR22.8K shares-4.89%2025-09-302025-11-07
XLK SELECT SECTOR SPDR TR3.8K shares0.00%2025-09-302025-11-07
DSI ISHARES TR7.8K shares12.48%2025-09-302025-11-07
SCHZ SCHWAB STRATEGIC TR41.5K shares-10.14%2025-09-302025-11-07
ESGD ISHARES TR10.5K shares26.64%2025-09-302025-11-07
FITB FIFTH THIRD BANCORP20.9K shares0.00%2025-09-302025-11-07
IUSB ISHARES TR18.9K shares-4.63%2025-09-302025-11-07
VB VANGUARD INDEX FDS3.3K shares-0.98%2025-09-302025-11-07
SUB ISHARES TR6.9K shares2.45%2025-09-302025-11-07
CRM SALESFORCE INC2.9K shares3.91%2025-09-302025-11-07
JPM JPMORGAN CHASE & CO.2.2K shares-0.32%2025-09-302025-11-07
MCD MCDONALDS CORP1.9K shares0.78%2025-09-302025-11-07
QQMG INVESCO EXCH TRADED FD TR II13.9K shares34.92%2025-09-302025-11-07
IWF ISHARES TR1.1K shares0.00%2025-09-302025-11-07
ESML ISHARES TR10.5K shares15.67%2025-09-302025-11-07
HBAN HUNTINGTON BANCSHARES INC26.6K shares0.31%2025-09-302025-11-07
VWO VANGUARD INTL EQUITY INDEX F8.4K shares-0.50%2025-09-302025-11-07
V VISA INC1.2K shares-4.86%2025-09-302025-11-07
ABT ABBOTT LABS3.0K shares-5.41%2025-09-302025-11-07
JHML JOHN HANCOCK EXCHANGE TRADED5.0K shares-0.06%2025-09-302025-11-07
JMUB J P MORGAN EXCHANGE TRADED F7.7K shares-21.49%2025-09-302025-11-07
HD HOME DEPOT INC940 shares2.62%2025-09-302025-11-07
PRVS PARNASSUS INCOME FDS14.0K shares22.45%2025-09-302025-11-07
SPY SPDR S&P 500 ETF TR557 shares-4.46%2025-09-302025-11-07
BRK.B BERKSHIRE HATHAWAY INC DEL715 shares0.00%2025-09-302025-11-07
ORCL ORACLE CORP1.2K shares0.00%2025-09-302025-11-07
VGT VANGUARD WORLD FD437 shares0.00%2025-09-302025-11-07
CMF ISHARES TR5.6K sharesnew addition2025-09-302025-11-07
DIS DISNEY WALT CO2.7K shares-2.92%2025-09-302025-11-07
AMD ADVANCED MICRO DEVICES INC1.9K shares1.22%2025-09-302025-11-07
WMT WALMART INC3.0K shares-0.23%2025-09-302025-11-07
PANW PALO ALTO NETWORKS INC1.4K shares0.21%2025-09-302025-11-07
MA MASTERCARD INCORPORATED499 shares-1.58%2025-09-302025-11-07
NFLX NETFLIX INC232 shares3.11%2025-09-302025-11-07
VTEB VANGUARD MUN BD FDS5.5K sharesnew addition2025-09-302025-11-07
DE DEERE & CO602 shares-8.93%2025-09-302025-11-07
ABBV ABBVIE INC1.2K shares4.44%2025-09-302025-11-07
SCHV SCHWAB STRATEGIC TR9.0K shares0.00%2025-09-302025-11-07
BAC BANK AMERICA CORP5.0K shares4.63%2025-09-302025-11-07
EMR EMERSON ELEC CO1.9K shares0.75%2025-09-302025-11-07
LLY ELI LILLY & CO318 shares-27.23%2025-09-302025-11-07
LIN LINDE PLC493 shares1.86%2025-09-302025-11-07
JNJ JOHNSON & JOHNSON1.2K shares-25.88%2025-09-302025-11-07
COST COSTCO WHSL CORP NEW235 shares0.43%2025-09-302025-11-07
VZ VERIZON COMMUNICATIONS INC4.8K shares-1.92%2025-09-302025-11-07
HMOP HARTFORD FDS EXCHANGE TRADED5.4K sharesnew addition2025-09-302025-11-07
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available