Filling information for HILL ISLAND FINANCIAL LLC as Treemap, investor disclosed 57 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
002824100 | 002824100 | ABBOTT LABS | COM | 336947 | 3022 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 915667 | 8640 | |
023135106 | 023135106 | AMAZON COM INC | COM | 622920 | 6011 | |
037833100 | 037833100 | APPLE INC | COM | 1230993 | 7304 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 213764 | 656 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 200471 | 1253 | |
18915M107 | 18915M107 | CLOUDFLARE INC | CL A COM | 210369 | 4906 | |
244199105 | 244199105 | DEERE & CO | COM | 417534 | 1088 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 256549 | 2550 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 130539 | 11063 | |
41653L503 | 41653L503 | HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 537953 | 14083 | |
446150104 | 446150104 | HUNTINGTON BANCSHARES INC | COM | 177479 | 17231 | |
46138E511 | 46138E511 | INVESCO EXCH TRADED FD TR II | PFD ETF | 145785 | 12844 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 4991431 | 15629 | |
464288166 | 464288166 | ISHARES TR | AGENCY BOND ETF | 600748 | 5540 | |
46432F859 | 46432F859 | ISHARES TR | CORE 1 5 YR USD | 1225818 | 25976 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 245275 | 3607 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 20728417 | 332239 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 707753 | 1715 | |
46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 942317 | 20445 | |
46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 7114471 | 97432 | |
46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 2796243 | 85018 | |
46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 1162928 | 12859 | |
464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 8925648 | 115140 | |
46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 225352 | 1607 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 893271 | 8337 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 4047836 | 23575 | |
464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 942064 | 9052 | |
46641Q845 | 46641Q845 | J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 542875 | 14189 | |
47804J107 | 47804J107 | JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 18085711 | 350634 | |
47804J206 | 47804J206 | JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 48937306 | 1045669 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 807465 | 2709 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1842709 | 6034 | |
713448108 | 713448108 | PEPSICO INC | COM | 508959 | 2647 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 270155 | 1727 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 549343 | 2834 | |
808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 9024033 | 255060 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 1312375 | 26959 | |
808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 1412835 | 30105 | |
808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 3284791 | 50180 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1255999 | 25950 | |
808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 449714 | 6778 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 1920841 | 12848 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 267489 | 651 | |
78468R739 | 78468R739 | SPDR SER TR | NUVEEN BLMBRG SH | 2504721 | 53168 | |
78464A672 | 78464A672 | SPDR SER TR | PORTFLI INTRMDIT | 1742230 | 59932 | |
78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 4384025 | 78892 | |
887432359 | 887432359 | TIMOTHY PLAN | US LRGMD CP CORE | 11063250 | 325138 | |
92189F437 | 92189F437 | VANECK ETF TRUST | FALLEN ANGEL HG | 376284 | 13698 | |
92189F528 | 92189F528 | VANECK ETF TRUST | VANECK SHRT MUNI | 608574 | 36064 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 17111386 | 68583 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 35202203 | 93248 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 21195215 | 115191 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 693808 | 13791 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 956731 | 6123 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 289142 | 760 | |
92204A876 | 92204A876 | VANGUARD WORLD FDS | UTILITIES ETF | 260049 | 1756 |