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Joshua Moeller

Hill Island Financial Llc

Assets Managed
$411.598M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-1.5%(2Q avg: 1.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hill Island Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Hill Island Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 411.598M in assets, with a quarterly growth rate of -1.5% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Joshua Moeller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EBI
Longview Advantage Etf
Recent Activity
Decreased -1.57%
16.25%
$66.875M
1.156M shares@ $57.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.3%
15.17%
$62.403M
104,431 shares@ $597.56 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 1.83%
13.83%
$56.893M
1.261M shares@ $45.13 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.63%
9.47%
$38.969M
1.097M shares@ $35.53 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 2.91%
5.57%
$22.896M
96,357 shares@ $237.62 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 0.84%
5.21%
$21.412M
599,600 shares@ $35.71 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.59%
4.92%
$20.248M
284,662 shares@ $71.14 avg price
CAOS
Alpha Architect Tail Risk
Recent Activity
Decreased -1.92%
2.96%
$12.147M
133,831 shares@ $90.77 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -3.42%
2.6%
$10.666M
430,965 shares@ $24.75 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Decreased -2.46%
2%
$8.209M
193,609 shares@ $42.41 avg price

1-10 of 84