Sponsored

The Analysis of HILL ISLAND FINANCIAL LLC's Holdings & P&L

Currently, HILL ISLAND FINANCIAL LLC holds 84 types of securities in its portfolio with a total value $411.6M. In the most recent quarter, they have increased their positions in DFAU (+22.6K shares, valued at $1.0M), N/A (+1.3K shares, valued at $798.9K), QQQM (+2.7K shares, valued at $646.3K); decreased their positions in EBI (-18.5K shares, valued at $1.1M), NVDA (-4.3K shares, valued at $747.6K), MSFT (-1.3K shares, valued at $480.9K); initiated new positions in VZ (+5.0K shares, valued at $253.0K), N/A (+485 shares, valued at $240.3K), INTC (+5.4K shares, valued at $237.7K).

1M P&L

+12.7M+3.51%

3M P&L

-21.0M-5.28%

HY P&L

+4.0M+1.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A311.7M

91.6%

2Software - Infrastructure7.0M

2.1%

3Semiconductors6.3M

1.9%

Top Industries by Stock Count

1N/A43 stocks

58.1%

2Software - Infrastructure5 stocks

6.8%

3Drug Manufacturers - General3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EBI RBB FUND TRUST1.2M shares-1.57%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS104.4K shares1.30%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST1.3M shares1.82%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST1.1M shares1.62%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II96.4K shares2.90%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST599.6K shares0.83%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST284.7K shares1.59%2026-03-312026-05-13

CAOS EA SERIES TRUST133.8K shares-1.92%2026-03-312026-05-13

Sponsored

SCHF SCHWAB STRATEGIC TR431.0K shares-3.43%2026-03-312026-05-13

DFSI DIMENSIONAL ETF TRUST193.6K shares-2.46%2026-03-312026-05-13

IXUS ISHARES TR91.0K shares-3.70%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR69.1K shares-5.30%2026-03-312026-05-13

VUG VANGUARD INDEX FDS14.9K shares-3.17%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR9.9K shares-0.57%2026-03-312026-05-13

AAPL APPLE INC20.5K shares0.78%2026-03-312026-05-13

NVDA NVIDIA CORPORATION26.3K shares-14.03%2026-03-312026-05-13

Sponsored

SPYG SPDR SERIES TRUST44.4K shares-0.88%2026-03-312026-05-13

IVV ISHARES TR6.3K shares-0.08%2026-03-312026-05-13

MSFT MICROSOFT CORP10.2K shares-11.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC10.2K shares2.11%2026-03-312026-05-13

DFSE DIMENSIONAL ETF TRUST55.2K shares-0.58%2026-03-312026-05-13

MEAR ISHARES U S ETF TR34.2K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC5.7K shares-0.21%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F21.4K shares0.00%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC4.3K shares-1.00%2026-03-312026-05-13

AMZN AMAZON COM INC6.4K shares6.67%2026-03-312026-05-13

DFSU DIMENSIONAL ETF TRUST31.9K shares6.49%2026-03-312026-05-13

IEFA ISHARES TR13.7K shares-0.78%2026-03-312026-05-13

SPTI SPDR SERIES TRUST41.7K shares5.80%2026-03-312026-05-13

JHMM JOHN HANCOCK EXCHANGE TRADED17.0K shares-18.17%2026-03-312026-05-13

ESGD ISHARES TR11.2K shares4.50%2026-03-312026-05-13

DSI ISHARES TR8.2K shares4.77%2026-03-312026-05-13

Sponsored

XLK SELECT SECTOR SPDR TR7.4K shares-1.59%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP21.2K shares-1.18%2026-03-312026-05-13

ISTB ISHARES TR20.0K shares0.08%2026-03-312026-05-13

SUB ISHARES TR8.2K shares4.73%2026-03-312026-05-13

VB VANGUARD INDEX FDS3.3K shares-9.61%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR36.0K shares-2.35%2026-03-312026-05-13

IUSB ISHARES TR16.4K shares1.71%2026-03-312026-05-13

NET CLOUDFLARE INC3.7K shares-0.03%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP2.4K shares5.76%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO2.1K shares-6.32%2026-03-312026-05-13

QQMG INVESCO EXCH TRADED FD TR II15.1K shares7.10%2026-03-312026-05-13

ESML ISHARES TR11.1K shares4.91%2026-03-312026-05-13

IWF ISHARES TR1.1K shares0.00%2026-03-312026-05-13

PWZ INVESCO EXCH TRADED FD TR II20.0K shares0.00%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F8.4K shares0.00%2026-03-312026-05-13

CRM SALESFORCE INC2.4K shares-8.82%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO483 shares-1.43%2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC27.1K shares-0.83%2026-03-312026-05-13

VTEC VANGUARD CALIF TAX FREE FDS4.3K shares0.00%2026-03-312026-05-13

PRVS PARNASSUS INCOME FDS15.4K shares2.99%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC2.0K shares3.35%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.2K shares64.12%2026-03-312026-05-13

CMF ISHARES TR6.8K shares0.00%2026-03-312026-05-13

WMT WALMART INC3.0K shares1.99%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T541 shares0.00%2026-03-312026-05-13

DE DEERE & CO624 shares-0.79%2026-03-312026-05-13

TSLA TESLA INC942 shares33.24%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL715 shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.3K shares0.72%2026-03-312026-05-13

HD HOME DEPOT INC929 shares-0.54%2026-03-312026-05-13

VGT VANGUARD WORLD FD437 shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED600 shares14.50%2026-03-312026-05-13

Sponsored

V VISA INC915 shares-24.57%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.6K shares-9.33%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS5.2K shares14.21%2026-03-312026-05-13

JHML JOHN HANCOCK EXCHANGE TRADED3.3K shares-10.89%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC5.0K sharesnew addition2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION249 shares-0.40%2026-03-312026-05-13

EMR EMERSON ELEC CO1.9K shares-0.05%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR8.1K shares-10.05%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.2.5K shares10.06%2026-03-312026-05-13

LINDE PLC LINDE PLC485 sharesnew addition2026-03-312026-05-13

BAC BANK AMERICA CORP4.9K shares-2.23%2026-03-312026-05-13

INTC INTEL CORP5.4K sharesnew addition2026-03-312026-05-13

CAT CATERPILLAR INC318 sharesnew addition2026-03-312026-05-13

HMOP HARTFORD FDS EXCHANGE TRADED5.8K shares10.73%2026-03-312026-05-13

DIS DISNEY WALT CO2.3K shares-13.90%2026-03-312026-05-13

AMP AMERIPRISE FINL INC496 sharesnew addition2026-03-312026-05-13

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares-5.06%2026-03-312026-05-13

AMGN AMGEN INC580 sharesnew addition2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP954 sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC932 shares-7.91%2026-03-312026-05-13

EBI

RBB FUND TRUST

-1.57%

Shares1.2M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.30%

Shares104.4K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

1.82%

Shares1.3M

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

1.62%

Shares1.1M

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

2.90%

Shares96.4K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

0.83%

Shares599.6K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

1.59%

Shares284.7K

Event2026-03-31

Filed2026-05-13

CAOS

EA SERIES TRUST

-1.92%

Shares133.8K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-3.43%

Shares431.0K

Event2026-03-31

Filed2026-05-13

DFSI

DIMENSIONAL ETF TRUST

-2.46%

Shares193.6K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

-3.70%

Shares91.0K

Event2026-03-31

Filed2026-05-13

AVDV

AMERICAN CENTY ETF TR

-5.30%

Shares69.1K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-3.17%

Shares14.9K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-0.57%

Shares9.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.78%

Shares20.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-14.03%

Shares26.3K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

-0.88%

Shares44.4K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-0.08%

Shares6.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-11.34%

Shares10.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

2.11%

Shares10.2K

Event2026-03-31

Filed2026-05-13

DFSE

DIMENSIONAL ETF TRUST

-0.58%

Shares55.2K

Event2026-03-31

Filed2026-05-13

MEAR

ISHARES U S ETF TR

0.00%

Shares34.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.21%

Shares5.7K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-1.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

6.67%

Shares6.4K

Event2026-03-31

Filed2026-05-13

DFSU

DIMENSIONAL ETF TRUST

6.49%

Shares31.9K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

-0.78%

Shares13.7K

Event2026-03-31

Filed2026-05-13

SPTI

SPDR SERIES TRUST

5.80%

Shares41.7K

Event2026-03-31

Filed2026-05-13

JHMM

JOHN HANCOCK EXCHANGE TRADED

-18.17%

Shares17.0K

Event2026-03-31

Filed2026-05-13

ESGD

ISHARES TR

4.50%

Shares11.2K

Event2026-03-31

Filed2026-05-13

DSI

ISHARES TR

4.77%

Shares8.2K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-1.59%

Shares7.4K

Event2026-03-31

Filed2026-05-13

FITB

FIFTH THIRD BANCORP

-1.18%

Shares21.2K

Event2026-03-31

Filed2026-05-13

ISTB

ISHARES TR

0.08%

Shares20.0K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

4.73%

Shares8.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-9.61%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

-2.35%

Shares36.0K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

1.71%

Shares16.4K

Event2026-03-31

Filed2026-05-13

NET

CLOUDFLARE INC

-0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

5.76%

Shares2.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-6.32%

Shares2.1K

Event2026-03-31

Filed2026-05-13

QQMG

INVESCO EXCH TRADED FD TR II

7.10%

Shares15.1K

Event2026-03-31

Filed2026-05-13

ESML

ISHARES TR

4.91%

Shares11.1K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-8.82%

Shares2.4K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-1.43%

Shares483

Event2026-03-31

Filed2026-05-13

HBAN

HUNTINGTON BANCSHARES INC

-0.83%

Shares27.1K

Event2026-03-31

Filed2026-05-13

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

PRVS

PARNASSUS INCOME FDS

2.99%

Shares15.4K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

3.35%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

64.12%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CMF

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

1.99%

Shares3.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares541

Event2026-03-31

Filed2026-05-13

DEERE & CO

-0.79%

Shares624

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

33.24%

Shares942

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares715

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

0.72%

Shares1.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-0.54%

Shares929

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

0.00%

Shares437

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

14.50%

Shares600

Event2026-03-31

Filed2026-05-13

VISA INC

-24.57%

Shares915

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-9.33%

Shares2.6K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

14.21%

Shares5.2K

Event2026-03-31

Filed2026-05-13

JHML

JOHN HANCOCK EXCHANGE TRADED

-10.89%

Shares3.3K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-0.40%

Shares249

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

-10.05%

Shares8.1K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

10.06%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LINDE PLC

New

Shares485

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-2.23%

Shares4.9K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

New

Shares318

Event2026-03-31

Filed2026-05-13

HMOP

HARTFORD FDS EXCHANGE TRADED

10.73%

Shares5.8K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

-13.90%

Shares2.3K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

New

Shares496

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

-5.06%

Shares1.3K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

New

Shares580

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

New

Shares954

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-7.91%

Shares932

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available