News + Filings Holdings
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HILL ISLAND FINANCIAL LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JOHN HANCOCK EXCHANGE TRADED
| JHMM | Common | 1,066,071 | 1,066,071 | 52,973,062,000 | 52,973,062,000 | 20.07 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 93,135 | 93,135 | 37,932,083,000 | 37,932,083,000 | 14.37 | |
Hist
| 06/30/2023 |
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JOHN HANCOCK EXCHANGE TRADED
| JHML | Common | 357,175 | 357,175 | 19,605,342,000 | 19,605,342,000 | 7.43 | |
Hist
| 06/30/2023 |
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iShares MSCI KLD 400 Social ETF
| DSI | common | 109,165 | 109,165 | 9,188,423,000 | 9,188,423,000 | 3.48 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 256,237 | 256,237 | 9,134,863,000 | 9,134,863,000 | 3.46 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYG | Common | 78,898 | 78,898 | 4,813,550,000 | 4,813,550,000 | 1.82 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 23,637 | 23,637 | 4,426,525,000 | 4,426,525,000 | 1.68 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 12,899 | 12,899 | 1,257,153,000 | 1,257,153,000 | 0.48 | |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 21,531 | 21,531 | 1,127,596,000 | 1,127,596,000 | 0.43 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 1,715 | 1,715 | 764,381,000 | 764,381,000 | 0.29 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 13,823 | 13,823 | 694,191,000 | 694,191,000 | 0.26 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JPSE | Common | 14,220 | 14,220 | 582,462,000 | 582,462,000 | 0.22 | |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 3,022 | 3,022 | 329,453,000 | 329,453,000 | 0.12 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 623 | 623 | 263,694,000 | 263,694,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 1,727 | 1,727 | 262,055,000 | 262,055,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 3,607 | 3,607 | 243,472,000 | 243,472,000 | 0.09 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 656 | 656 | 223,696,000 | 223,696,000 | 0.08 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| PGX | Common | 12,985 | 12,985 | 147,640,000 | 147,640,000 | 0.06 | |
Hist
| 06/30/2023 |
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