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HIGP

Hill Investment Group Partners Portfolio holdings

AUM $906M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+6.46%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$820M
AUM Growth
+$52.4M
Cap. Flow
+$3.32M
Cap. Flow %
0.4%
Top 10 Hldgs %
87.28%
Holding
55
New
4
Increased
13
Reduced
30
Closed
1

Top Buys

Rank Stock Value
1
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$3.6M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.02M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.21M
4
LMT icon
Lockheed Martin
LMT
+$691K
5
PLBY icon
Playboy Inc
PLBY
+$357K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.63M
2
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$725K
3
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$648K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$376K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$332K

Sector Composition

Rank Sector Weight
1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.3%
4 Industrials 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.17M 0.14%
2,335
+9
+0.4% +$4.36K
AVSU icon
27
Avantis Responsible US Equity ETF
AVSU
$488M
$1.15M 0.14%
15,655
-1,229
-7% -$87.5K
BND icon
28
Vanguard Total Bond Market
BND
$161B
$762K 0.09%
10,241
+464
+5% +$34.2K
LMT icon
29
Lockheed Martin
LMT
$136B
$760K 0.09%
+1,523
New +$691K
DFAX icon
30
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$758K 0.09%
24,167
-400
-2% -$12.1K
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.12T
$754K 0.09%
1
– –
VTV icon
32
Vanguard Morningstar Value ETF
VTV
$192B
$630K 0.08%
3,378
-1
-0% -$181
EFV icon
33
iShares MSCI EAFE Value ETF
EFV
$30.2B
$576K 0.07%
8,495
-61
-0.7% -$4.02K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.33T
$569K 0.07%
2,340
-4
-0.2% -$838
SPEM icon
35
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$562K 0.07%
12,002
– –
IEFA icon
36
iShares Core MSCI EAFE ETF
IEFA
$196B
$464K 0.06%
5,314
-119
-2% -$10.1K
MRK icon
37
Merck
MRK
$318B
$464K 0.06%
5,524
– –
XOM icon
38
ExxonMobil
XOM
$634B
$441K 0.05%
3,909
-1
-0% -$111
AVUS icon
39
Avantis US Equity ETF
AVUS
$14.3B
$429K 0.05%
3,949
-245
-6% -$25.7K
AVMU icon
40
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
$409K 0.05%
8,972
+562
+7% +$25.1K
DFAE icon
41
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$378K 0.05%
11,978
-192
-2% -$5.78K
PLBY icon
42
Playboy Inc
PLBY
$141M
$305K 0.04%
+207,653
New +$357K
DFAS icon
43
Dimensional US Small Cap ETF
DFAS
$15.8B
$292K 0.04%
4,269
– –
TFC icon
44
Truist Financial
TFC
$64B
$286K 0.03%
6,259
-432
-6% -$19.5K
COST icon
45
Costco
COST
$420B
$281K 0.03%
304
-4
-1% -$3.83K
DFAU icon
46
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$280K 0.03%
6,119
-79
-1% -$3.48K
LLY icon
47
Eli Lilly
LLY
$1.06T
$276K 0.03%
362
+4
+1% +$2.98K
DFSE
48
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$628M
$271K 0.03%
6,585
-381
-5% -$15.1K
DFAI
49
Dimensional International Core Equity Market ETF
DFAI
$18B
$256K 0.03%
7,031
-57
-0.8% -$2.02K
AMZN icon
50
Amazon
AMZN
$2.96T
$241K 0.03%
1,096
+8
+0.7% +$1.81K
1
2
3

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Hill Investment Group Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Hill Investment Group Partners held 55 positions worth $820M, up 6.8% from $768M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hill Investment Group Partners's Q3 2025 filing shows 4 new, 13 increased, 30 reduced and 1 closed positions. Its largest new stake was Lockheed Martin: 1,523 shares worth $760K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $2.63M.

By sector, the portfolio is most concentrated in Technology at 0.59% of assets, up from 0.56% a quarter earlier, followed by Energy and Financials.

  • Hill Investment Group Partners's largest Q3 2025 buy was Lockheed Martin: 1,523 shares worth $760K.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q3 2025, an estimated $3.6M increase.
  • Hill Investment Group Partners's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $2.63M.
  • Hill Investment Group Partners fully exited Vanguard Morningstar Small-Cap ETF in Q3 2025, selling an estimated $217K.
  • Hill Investment Group Partners's ten largest holdings make up 87% of its $820M portfolio in Q3 2025.
  • Hill Investment Group Partners opened 4 new positions and closed 1 in Q3 2025.
  • Hill Investment Group Partners's portfolio value rose 6.8% quarter-over-quarter to $820M.

Based on Hill Investment Group Partners's 13F filing for Q3 2025, filed 14 Nov 2025.