HILL ISLAND FINANCIAL LLC
CIK: 0001909798SEC EDGAR →
Portfolio Value
$417.9M
Holdings
80
As of
Q4 2025
New Positions
4
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | RBB FUND TRUST | 1,174,242 | $66.4M | 15.90% |
| 2 | VANGUARD INDEX FDS | 103,094 | $64.7M | 15.47% |
| 3 | DIMENSIONAL ETF TRUST | 1,238,373 | $58.0M | 13.87% |
| 4 | DIMENSIONAL ETF TRUST | 1,079,270 | $37.2M | 8.90% |
| 5 | INVESCO EXCH TRADED FD TR II | 93,637 | $23.7M | 5.67% |
| 6 | DIMENSIONAL ETF TRUST | 594,638 | $20.3M | 4.87% |
| 7 | DIMENSIONAL ETF TRUST | 280,214 | $19.5M | 4.67% |
| 8 | EA SERIES TRUST | 136,454 | $12.3M | 2.93% |
| 9 | SCHWAB STRATEGIC TR | 446,269 | $10.7M | 2.57% |
| 10 | DIMENSIONAL ETF TRUST | 198,493 | $8.5M | 2.04% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $377.2M | 90.3% |
| Technology | 12 | $21.2M | 5.1% |
| Unknown | 6 | $8.8M | 2.1% |
| Communication Services | 4 | $5.4M | 1.3% |
| Consumer Cyclical | 4 | $2.7M | 0.7% |
| Healthcare | 4 | $1.4M | 0.3% |
| Industrials | 2 | $543K | 0.1% |
| Consumer Defensive | 2 | $540K | 0.1% |