Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HILL ISLAND FINANCIAL LLC | 05-10-2024 | 03-31-2024 | 66 | 302,830,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 1 | $63,000,369 | 1,097,950 | 0.02 | 0.02 | -20,529 | -1.84 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $43,834,171 | 91,188 | 0.01 | 0.01 | -3,247 | -3.44 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $29,439,563 | 128,788 | 0.01 | 0.01 | -214 | -0.17 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 4 | $24,341,287 | 358,699 | 0.01 | 0.01 | -4,097 | -1.13 | 03-31-2024 |
