Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HILL ISLAND FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 68 | 305,638,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 1 | $61,361,488 | 1,114,853 | 0.02 | 0.02 | 16,903 | 1.54 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $45,082,506 | 90,142 | 0.01 | 0.01 | -1,046 | -1.15 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $28,682,459 | 131,547 | 0.01 | 0.01 | 2,759 | 2.14 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 4 | $25,197,138 | 372,959 | 0.01 | 0.01 | 14,260 | 3.98 | 06-30-2024 |
