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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
+2.75%
1 Year Est. Return
+20.13%
3 Year Est. Return
+41.09%
5 Year Est. Return
+34.31%
10 Year Est. Return
–
AUM
$841M
AUM Growth
+$20.3M
Cap. Flow
-$1.28M
Cap. Flow %
-0.15%
Top 10 Hldgs %
87.66%
Holding
57
New
3
Increased
22
Reduced
15
Closed
7

Top Buys

Rank Stock Value
1
EBI
The RBB Fund Trust Longview Advantage ETF
EBI
+$7.3M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.29M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$2.11M
4
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.82M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.12M

Top Sells

Rank Stock Value
1
AVRE icon
Avantis Real Estate ETF
AVRE
+$13.2M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.61M
3
BND icon
Vanguard Total Bond Market
BND
+$762K
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$630K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$576K

Sector Composition

Rank Sector Weight
1 Technology 0.59%
2 Energy 0.34%
3 Financials 0.32%
4 Communication Services 0.13%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBI
1
The RBB Fund Trust Longview Advantage ETF
EBI
$665M
$352M 41.88%
6,222,631
+131,027
+2% +$7.3M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$70M 8.33%
2,031,046
-7,451
-0.4% -$249K
AVIG icon
3
Avantis Core Fixed Income ETF
AVIG
$1.94B
$58.1M 6.91%
1,385,146
+102,048
+8% +$4.29M
DFGX icon
4
Dimensional International Core Fixed Income ETF
DFGX
$1.7B
$51.3M 6.1%
974,270
+39,137
+4% +$2.11M
DFEM icon
5
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.48B
$48M 5.72%
1,452,492
+7,443
+0.5% +$243K
AVDV icon
6
Avantis International Small Cap Value ETF
AVDV
$18.6B
$47.8M 5.69%
509,015
-1,782
-0.3% -$162K
DFIP icon
7
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
$33.4M 3.97%
802,608
+2,618
+0.3% +$110K
DFIV icon
8
Dimensional International Value ETF
DFIV
$20.9B
$29.9M 3.56%
600,089
-2,695
-0.4% -$128K
AVUV icon
9
Avantis US Small Cap Value ETF
AVUV
$30.3B
$25.9M 3.08%
253,668
+11,188
+5% +$1.12M
DFAC icon
10
Dimensional US Core Equity 2 ETF
DFAC
$47B
$20.4M 2.43%
515,960
-92,454
-15% -$3.61M
AVRE icon
11
Avantis Real Estate ETF
AVRE
$882M
$19.3M 2.29%
442,417
-299,042
-40% -$13.2M
DISV icon
12
Dimensional International Small Cap Value ETF
DISV
$4.86B
$13.6M 1.62%
358,120
-4,774
-1% -$173K
AVEM icon
13
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$12.9M 1.53%
167,175
-311
-0.2% -$23.8K
AVDE icon
14
Avantis International Equity ETF
AVDE
$17.7B
$11.3M 1.35%
137,727
-987
-0.7% -$79.2K
BSVO icon
15
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.42B
$5.03M 0.6%
215,741
-1,436
-0.7% -$32.9K
DFSV
16
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$4.42M 0.53%
134,521
– –
DFAT icon
17
Dimensional US Targeted Value ETF
DFAT
$14.7B
$4.12M 0.49%
69,156
-1,381
-2% -$80.6K
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$3.99M 0.48%
93,812
-139
-0.1% -$5.95K
BOXX icon
19
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
$3.61M 0.43%
31,341
+8,743
+39% +$1M
BSM icon
20
Black Stone Minerals
BSM
$3.14B
$2.36M 0.28%
177,487
– –
DFGR icon
21
Dimensional Global Real Estate ETF
DFGR
$3.9B
$2.31M 0.28%
87,515
-1,922
-2% -$51.8K
AVMU icon
22
Avantis Core Municipal Fixed Income ETF
AVMU
$173M
$2.24M 0.27%
48,525
+39,553
+441% +$1.82M
NVDA icon
23
NVIDIA
NVDA
$4.6T
$1.99M 0.24%
10,656
+98
+0.9% +$18.2K
AVSU icon
24
Avantis Responsible US Equity ETF
AVSU
$461M
$1.81M 0.22%
23,684
+8,029
+51% +$601K
AAPL icon
25
Apple
AAPL
$4.97T
$1.75M 0.21%
6,429
– –
1
2 3

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Hill Investment Group Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Hill Investment Group Partners held 57 positions worth $841M, up 2.5% from $820M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Hill Investment Group Partners's Q4 2025 filing shows 3 new, 22 increased, 15 reduced and 7 closed positions. Its largest new stake was Vanguard Intermediate-Term Treasury ETF: 4,152 shares worth $249K. The largest sale was Avantis Real Estate ETF, an estimated $13.2M.

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

  • Hill Investment Group Partners's largest Q4 2025 buy was Vanguard Intermediate-Term Treasury ETF: 4,152 shares worth $249K.
  • Hill Investment Group Partners added most to The RBB Fund Trust Longview Advantage ETF in Q4 2025, an estimated $7.3M increase.
  • Hill Investment Group Partners's biggest Q4 2025 reduction was Avantis Real Estate ETF, cutting an estimated $13.2M.
  • Hill Investment Group Partners fully exited Vanguard Total Bond Market in Q4 2025, selling an estimated $762K.
  • Hill Investment Group Partners's ten largest holdings make up 88% of its $841M portfolio in Q4 2025.
  • Hill Investment Group Partners opened 3 new positions and closed 7 in Q4 2025.
  • Hill Investment Group Partners's portfolio value rose 2.5% quarter-over-quarter to $841M.

Based on Hill Investment Group Partners's 13F filing for Q4 2025, filed 17 Feb 2026.