Skip to content
Disclosery

13F-HR filed by Hill Investment Group Partners, LLC

Hill Investment Group Partners, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-18, with 68 holding rows worth $679,388,118.

Accession
0001979028-24-000001
Filer
CIK 1979028
Filed
2024-01-18
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 68 entries on the cover page, a total value of $679,388,118 stated on the cover page (in dollars after the unit check, H1), rows summing to $679,388,118 with VALUE read as dollars as filed, 13F file number 028-23338. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 24,966,580$145,173,136dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI2,227,832$93,190,210dollars as filed
Avantis US Small Cap Value ETF025072877SHS635,881$57,102,135dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY1,968,694$50,260,765dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO1,531,853$38,235,048dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU653,605$34,203,124dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE824,987$34,055,463dollars as filed
Avantis International Small Cap Val ETF025072802SHS533,867$33,361,364dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF704,645$30,518,182dollars as filed
EA SERIES TRUST02072L532BRID OMN SMA ETF1,431,321$30,078,925dollars as filed
Dimensional International Value ETF25434V807SHS719,465$24,720,805dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE408,315$15,197,484dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS185,198$10,443,315dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS400,486$10,326,532dollars as filed
Avantis International Equity ETF025072703SHS163,299$9,868,159dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF288,055$8,388,162dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF156,688$8,121,153dollars as filed
Dimensional US Small Cap ETF25434V500COM86,668$5,167,158dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF114,780$4,866,672dollars as filed
VTI922908769COM12,675$3,006,874dollars as filed
BLACK STONE MINERALS L P09225M101COM UNIT177,487$2,832,693dollars as filed
Avantis US Equity ETF025072885SHS29,536$2,408,661dollars as filed
Apple Inc037833100COM10,125$1,949,366dollars as filed
Dimensional Global Real Estate ETF25434V658COM68,695$1,784,696dollars as filed
EXXON MOBIL CORP30231G102COM17,060$1,705,659dollars as filed
Microsoft Corp594918104COM4,414$1,659,841dollars as filed
Vanguard Total Bond Market ETF921937835SHS18,524$1,362,440dollars as filed
Berkshire Hathaway Inc084670702COM3,557$1,268,640dollars as filed
iShares MSCI EAFE Value ETF464288877SHS21,963$1,144,272dollars as filed
Vanguard Value ETF922908744SHS6,443$963,219dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS15,913$943,959dollars as filed
Eli Lilly and Company532457108COM1,543$899,446dollars as filed
NVIDIA Corp67066G104COM1,708$845,836dollars as filed
Avantis Responsible US Equity ETF025072281SHS14,688$825,319dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF15,977$815,626dollars as filed
Amazon.com, Inc023135106COM5,337$810,904dollars as filed
Merck & Co.,Inc.58933Y105COM7,158$780,365dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS10,174$777,090dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS5,835$671,200dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,746$523,279dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,000$507,380dollars as filed
Costco Wholesale Corporation22160K105COM682$450,175dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF16,726$414,638dollars as filed
NISOURCE INC COM65473P105Stock15,305$406,348dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS846$404,075dollars as filed
AMERICAN CENTY ETF TR025072695CORE MUNI FXD IN8,410$394,261dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG14,648$353,163dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,214$345,561dollars as filed
SPY78462F103SHS725$344,600dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,181$307,368dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,637$294,628dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,845$285,698dollars as filed
TRUIST FINL CORP COM89832Q109Stock7,564$279,263dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT8,356$277,837dollars as filed
Vanguard Small-Cap ETF922908751SHS1,293$275,836dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK9,465$271,078dollars as filed
Home Depot, Inc437076102COM753$260,952dollars as filed
GODADDY INC CL A380237107Stock2,358$250,325dollars as filed
Vanguard Real Estate922908553SHS2,608$230,443dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF869$227,904dollars as filed
S&P Global,Inc.78409V104COM500$220,260dollars as filed
TRANSDIGM GROUP INC COM893641100Stock215$217,494dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF6,836$216,189dollars as filed
META PLATFORMS INC CL A30303M102COM600$212,376dollars as filed
LPL FINL HLDGS INC COM50212V100Stock925$210,608dollars as filed
PUBLIC STORAGE COM74460D109REIT659$200,995dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-31,908$200,626dollars as filed
NATIONAL CINEMEDIA INC635309206COMMON STOCK17,116$70,860dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001979028-24-000001this filing2024-01-18acceptance time not in the bulk data set