Hill-Investment-Group-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "BSM",
  "AAPL",
  "NVDA",
  "MRK",
  "IEFA",
  "SPGI",
  null,
  "TFC",
  "VNQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BND",
  "VB",
  "VTV",
  null,
  "NCMI",
  "BRK-A",
  "BRK-B",
  "COST",
  null,
  null,
  "DFAX",
  "DFAC",
  "XOM",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 50
Total Value: 728164456
Accession Number: 0001759354-25-000004
Form Type: 13F-HR
CIK: hill-investment-group-partners
Manager Name: Hill-Investment-Group-Partners

Data Enrichment

46% identified

23 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $728.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V658

Shares:59.8K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$728.2M)

Apple Inc.

AAPL|037833100

Shares:6.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$728.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$728.2M)

NVIDIA CORP

NVDA|67066G104

Shares:9.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$728.2M)

MICROSOFT CORP

MSFT|594918104

Shares:2.3K

Value:$870.9K

% of Portfolio:0.1% ($870.9K/$728.2M)

025072281

Shares:13.8K

Value:$859.1K

% of Portfolio:0.1% ($859.1K/$728.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$728.2M)

25434V880

DFAX|25434V880

Shares:24.9K

Value:$653.2K

% of Portfolio:0.1% ($653.2K/$728.2M)

921937835

BND|921937835

Shares:8.6K

Value:$633.0K

% of Portfolio:0.1% ($633.0K/$728.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.7K

Value:$564.0K

% of Portfolio:0.1% ($564.0K/$728.2M)

922908744

VTV|922908744

Shares:3.2K

Value:$546.7K

% of Portfolio:0.1% ($546.7K/$728.2M)

464288877

Shares:8.4K

Value:$497.6K

% of Portfolio:0.1% ($497.6K/$728.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.5K

Value:$491.1K

% of Portfolio:0.1% ($491.1K/$728.2M)

46432F842

IEFA|46432F842

Shares:6.3K

Value:$472.8K

% of Portfolio:0.1% ($472.8K/$728.2M)

78463X509

Shares:12.0K

Value:$472.5K

% of Portfolio:0.1% ($472.5K/$728.2M)

025072695

Shares:8.4K

Value:$382.6K

% of Portfolio:0.1% ($382.6K/$728.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.2K

Value:$339.3K

% of Portfolio:0.0% ($339.3K/$728.2M)

025072885

Shares:3.4K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$728.2M)

25434V302

Shares:11.4K

Value:$295.4K

% of Portfolio:0.0% ($295.4K/$728.2M)

ELI LILLY & Co

LLY|532457108

Shares:342

Value:$282.5K

% of Portfolio:0.0% ($282.5K/$728.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V658)✕	59.8K	QoQ 0.00% (+0) YoY -2.81% (-1.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$728.2M)	QoQ +2.81% (+$43.0K) YoY -0.03% (-$600)
Apple Inc.(AAPLcusip037833100)	6.4K	QoQ -51.25% (-6.7K) YoY -30.02% (-2.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$728.2M)	QoQ -56.76% (-$1.9M) YoY -9.35% (-$146.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.3K	QoQ -19.13% (-543) YoY -11.01% (-284)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$728.2M)	QoQ -4.98% (-$64.2K) YoY +12.67% (-$137.5K)
NVIDIA CORP(NVDAcusip67066G104)	9.9K	QoQ -45.57% (-8.3K) YoY +474.75% (-8.2K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$728.2M)	QoQ -56.07% (-$1.4M) YoY -31.05% (-$482.4K)
MICROSOFT CORP(MSFTcusip594918104)	2.3K	QoQ -62.55% (-3.9K) YoY -44.35% (-1.8K)	All Managers (Combined)	$870.9K	0.1% ($870.9K/$728.2M)	QoQ -66.65% (-$1.7M) YoY -50.34% (-$883.1K)
(cusip025072281)✕	13.8K	QoQ +9.54% (+1.2K) YoY -7.30% (-1.1K)	All Managers (Combined)	$859.1K	0.1% ($859.1K/$728.2M)	QoQ +3.30% (+$27.5K) YoY -5.89% (-$53.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$728.2M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(DFAXcusip25434V880)	24.9K	QoQ -2.63% (-676) YoY NEW(+24.9K)	All Managers (Combined)	$653.2K	0.1% ($653.2K/$728.2M)	QoQ +2.60% (-$16.6K) YoY NEW(+$653.2K)
(BNDcusip921937835)	8.6K	QoQ -1.07% (-94) YoY -50.54% (-8.8K)	All Managers (Combined)	$633.0K	0.1% ($633.0K/$728.2M)	QoQ +1.03% (-$6.5K) YoY -49.98% (-$632.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.7K	QoQ -48.62% (-4.5K) YoY -69.47% (-10.8K)	All Managers (Combined)	$564.0K	0.1% ($564.0K/$728.2M)	QoQ -43.20% (-$429.0K) YoY -68.77% (-$1.2M)
(VTVcusip922908744)	3.2K	QoQ -29.83% (-1.3K) YoY -46.55% (-2.8K)	All Managers (Combined)	$546.7K	0.1% ($546.7K/$728.2M)	QoQ -28.41% (-$217.0K) YoY -43.31% (-$417.8K)
(cusip464288877)✕	8.4K	QoQ -6.23% (-561) YoY -59.19% (-12.2K)	All Managers (Combined)	$497.6K	0.1% ($497.6K/$728.2M)	QoQ +5.33% (-$25.2K) YoY -55.78% (-$627.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.5K	QoQ -23.60% (-1.7K) YoY -23.56% (-1.7K)	All Managers (Combined)	$491.1K	0.1% ($491.1K/$728.2M)	QoQ -31.06% (-$221.3K) YoY -48.00% (-$453.4K)
(IEFAcusip46432F842)	6.3K	QoQ -15.79% (-1.2K) YoY NEW(+6.3K)	All Managers (Combined)	$472.8K	0.1% ($472.8K/$728.2M)	QoQ -9.35% (-$48.8K) YoY NEW(+$472.8K)
(cusip78463X509)✕	12.0K	QoQ 0.00% (+0) YoY NEW(+12.0K)	All Managers (Combined)	$472.5K	0.1% ($472.5K/$728.2M)	QoQ +2.60% (+$12.0K) YoY NEW(+$472.5K)
(cusip025072695)✕	8.4K	QoQ -3.22% (-280) YoY 0.00% (-0)	All Managers (Combined)	$382.6K	0.1% ($382.6K/$728.2M)	QoQ -4.57% (-$18.3K) YoY -2.32% (-$9.1K)
Alphabet Inc.(GOOGLcusip02079K305)	2.2K	QoQ -45.38% (-1.8K) YoY -41.41% (-1.6K)	All Managers (Combined)	$339.3K	0.0% ($339.3K/$728.2M)	QoQ -55.38% (-$421.1K) YoY -39.97% (-$226.0K)
(cusip025072885)✕	3.4K	QoQ -82.31% (-15.9K) YoY -86.68% (-22.2K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$728.2M)	QoQ -83.14% (-$1.6M) YoY -86.25% (-$2.0M)
(cusip25434V302)✕	11.4K	QoQ -0.44% (-51) YoY -12.73% (-1.7K)	All Managers (Combined)	$295.4K	0.0% ($295.4K/$728.2M)	QoQ +1.59% (-$4.6K) YoY -8.60% (-$27.8K)
ELI LILLY & Co(LLYcusip532457108)	342	QoQ -55.29% (-423) YoY -62.20% (-563)	All Managers (Combined)	$282.5K	0.0% ($282.5K/$728.2M)	QoQ -52.17% (-$308.1K) YoY -59.88% (-$421.6K)