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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $1,110,612 | 8,990 | 0.00 | 0.00 | 8,147 | 966.43 | 06-30-2024 |
| AMAZON COM INC | COM | 52 | $1,107,004 | 5,728 | 0.00 | 0.00 | -522 | -8.35 | 06-30-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 53 | $1,072,469 | 10,258 | 0.00 | 0.00 | -649 | -5.95 | 06-30-2024 |
| ISHARES TR | CORE TOTAL USD | 54 | $1,037,231 | 22,937 | 0.00 | 0.00 | 3,047 | 15.32 | 06-30-2024 |
