MondegarAI
HILL ISLAND FINANCIAL LLC

Q4 2024 · 13F-HR

HILL ISLAND FINANCIAL LLCholdings as filed

Filed 2025-02-11 · accession 0001951757-25-000236

$342.4M
Reported value
73
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V104DFAUDIMENSIONAL ETF TRUST$47.3M13.8%1,167,405CommonNONE
922908363VOOVANGUARD INDEX FDS$46.0M13.4%85,310CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$29.6M8.63%494,733CommonNONE
46432F834IXUSISHARES TR$28.5M8.33%431,155CommonNONE
922908736VUGVANGUARD INDEX FDS$27.5M8.02%66,898CommonNONE
922908751VBVANGUARD INDEX FDS$17.0M4.96%70,721CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$15.5M4.53%516,274CommonNONE
464288570DSIISHARES TR$11.3M3.30%102,475CommonNONE
887432359TPLCTIMOTHY PLAN$10.4M3.04%243,218CommonNONE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$9.7M2.84%139,740CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$9.4M2.74%144,015CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$9.3M2.71%501,013CommonNONE
46435G516ESGDISHARES TR$7.3M2.14%96,145CommonNONE
46090E103QQQINVESCO QQQ TR$6.2M1.81%12,091CommonNONE
78464A409SPYGSPDR SER TR$5.2M1.53%59,649CommonNONE
922908769VTIVANGUARD INDEX FDS$4.9M1.43%16,849CommonNONE
464287655IWMISHARES TR$4.3M1.27%19,664CommonNONE
464287200IVVISHARES TR$3.8M1.11%6,463CommonNONE
46435U663ESMLISHARES TR$3.7M1.08%88,316CommonNONE
594918104MSFTMICROSOFT CORP$3.4M0.98%7,986CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.2M0.93%63,418CommonNONE
037833100AAPLAPPLE INC$3.2M0.92%12,609CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.6M0.75%10,991CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.1M0.61%36,572CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.61%79,689CommonNONE
46431W838MEARISHARES U S ETF TR$1.7M0.51%34,895CommonNONE
78464A672SPTISPDR SER TR$1.6M0.45%55,818CommonNONE
02079K107GOOGALPHABET INC$1.5M0.43%7,776CommonNONE
46432F859ISTBISHARES TR$1.5M0.43%30,812CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$1.5M0.43%64,784CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.40%10,215CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.38%5,885CommonNONE
46434V613IUSBISHARES TR$1.1M0.33%24,995CommonNONE
464288158SUBISHARES TR$1.0M0.31%9,932CommonNONE
46432F842IEFAISHARES TR$994,2350.29%14,147CommonNONE
316773100FITBFIFTH THIRD BANCORP$898,1960.26%21,244CommonNONE
79466L302CRMSALESFORCE INC$852,1860.25%2,549CommonNONE
11135F101AVGOBROADCOM INC$803,1810.23%3,464CommonNONE
580135101MCDMCDONALDS CORP$695,8300.20%2,400CommonNONE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$670,4620.20%14,323CommonNONE
78464A847SPMDSPDR SER TR$641,9070.19%11,737CommonNONE
67092P300NULVNUSHARES ETF TR$631,9400.18%16,051CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$624,3730.18%3,188CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$563,4470.16%20,334CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$535,9920.16%915CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$509,1670.15%10,153CommonNONE
002824100ABTABBOTT LABS$504,7090.15%4,462CommonNONE
02079K305GOOGLALPHABET INC$482,0370.14%2,546CommonNONE
464287614IWFISHARES TR$466,2340.14%1,161CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$402,9220.12%24,765CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$371,0340.11%8,425CommonNONE
92189F437ANGLVANECK ETF TRUST$365,7770.11%12,758CommonNONE
464287598IWDISHARES TR$354,3390.10%1,914CommonNONE
244199105DEDEERE & CO$353,1470.10%833CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$324,5670.09%1,354CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$324,1720.09%715CommonNONE
464287804IJRISHARES TR$308,2700.09%2,675CommonNONE
233051143SNPEDBX ETF TR$301,9960.09%5,669CommonNONE
437076102HDHOME DEPOT INC$295,6690.09%760CommonNONE
464288661IEIISHARES TR$293,5810.09%2,541CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$288,6090.08%2,613CommonNONE
92204A702VGTVANGUARD WORLD FD$271,7270.08%437CommonNONE
00287Y109ABBVABBVIE INC$255,6830.07%1,439CommonNONE
254687106DISDISNEY WALT CO$254,1030.07%2,282CommonNONE
46432F396MTUMISHARES TR$244,5930.07%1,182CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$234,9910.07%642CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$232,1500.07%253CommonNONE
697435105PANWPALO ALTO NETWORKS INC$220,8990.06%1,214CommonNONE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$220,7890.06%5,711CommonNONE
46138E206PWZINVESCO EXCH TRADED FD TR II$216,3470.06%8,759CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$214,9750.06%9,274CommonNONE
166764100CVXCHEVRON CORP NEW$210,3990.06%1,453CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$108,1260.03%12,259CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.