Fund Universe

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☆Hill Investment Group Partners, LLC

CIK 0001979028 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.923
AUM ($M)
980
Positions
61
Turnover
0.03
Top-10 wt
86%
Herfindahl
0.201
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 62 positions · portfolio value $980M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆EBI funds › RBB FUND TRUST TRIM — 41.6% +1.1% 407.7 6,276,328 -59,557 5 —
☆LVIG funds › RBB FUND TRUST ADD — 9.7% -0.1% 94.9 960,440 +59,551 2 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 7.7% -0.3% 75.5 2,025,737 -13,536 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 5.8% +0.3% 56.5 1,389,339 -49,290 5 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 5.2% -0.4% 50.9 494,300 -11,811 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 3.7% +0.3% 35.8 287,140 +15,707 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST TRIM — 3.6% -0.3% 35.4 660,685 -17,852 5 —
☆DFIP funds › DIMENSIONAL ETF TRUST TRIM — 3.2% -0.4% 31.7 769,537 -21,688 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 3.2% -0.3% 31.3 579,199 -14,558 5 —
☆AVIG funds › AMERICAN CENTY ETF TR TRIM — 2.8% -0.6% 27.6 667,155 -74,498 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 2.1% -0.0% 20.4 460,465 -35,188 5 —
☆AVRE funds › AMERICAN CENTY ETF TR TRIM — 1.8% -0.1% 17.3 365,402 -24,001 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 1.6% +0.1% 15.3 158,896 -7,516 5 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 1.4% -0.1% 14.1 350,535 -5,615 5 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 1.2% -0.1% 12.0 134,380 -2,148 5 —
☆BSVO funds › EA SERIES TRUST TRIM — 0.6% +0.0% 6.0 204,738 -10,601 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 5.1 132,469 -2,148 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 4.8 68,978 -178 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.4% +0.4% 3.5 8,163 +8,163 1 —
☆BSM funds › BLACK STONE MINERALS L P HOLD — 0.3% -0.0% 2.5 177,487 +0 5 —
☆AAPL funds › APPLE INC ADD — 0.2% +0.1% 2.4 8,198 +1,769 5 —
☆AVSU funds › AMERICAN CENTY ETF TR TRIM — 0.2% +0.0% 2.4 26,689 -33 5 —
☆BOXX funds › EA SERIES TRUST HOLD — 0.2% -0.0% 2.3 19,850 +0 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.2% +0.0% 2.1 10,633 -3 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 1.9 67,170 -4,141 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.8 2,575 +522 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 1.2 2,326 +0 5 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 1.1 12,900 +12,900 1 —
☆DFCF funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 1.1 25,145 -4,244 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.9 2,506 +67 5 —
☆SF funds › STIFEL FINL CORP NEW — 0.1% +0.1% 0.9 12,778 +12,778 1 —
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 0.9 23,380 +0 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 0.8 2,378 +20 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% -0.0% 0.8 1,523 +0 4 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.7 1 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 0.7 5,614 +84 5 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.6 2,750 +2,750 1 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.6 11,420 -334 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.6 12,420 +161 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS NEW — 0.1% +0.1% 0.6 7,801 +7,801 1 —
☆IREN funds › IREN LIMITED NEW — 0.1% +0.1% 0.5 12,000 +12,000 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.1% -0.0% 0.5 3,914 +0 5 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 0.5 3,872 +0 5 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.1% +0.1% 0.5 672 +672 1 —
☆IEFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 5,085 +0 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST TRIM — 0.0% +0.0% 0.5 9,335 -207 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.0% +0.0% 0.4 369 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.0% +0.0% 0.4 1,745 +1,745 1 —
☆VB funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.4 1,355 +1,355 1 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.4 4,269 +0 5 —
☆AVMU funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.3 7,333 -1,077 5 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.0% +0.0% 0.3 6,262 +0 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.0% +0.0% 0.3 1,288 +102 5 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.3 1,929 +1,929 1 —
☆VTI funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.3 805 +805 1 —
☆GOOG funds › ALPHABET INC ADD — 0.0% +0.0% 0.3 834 +131 3 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.0% +0.0% 0.3 2,398 +0 3 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.0% -0.0% 0.3 287 -18 5 —
☆PLBY funds › PLAYBOY INC HOLD — 0.0% -0.0% 0.3 207,653 +0 4 —
☆NCMI funds › NATIONAL CINEMEDIA INC HOLD — 0.0% +0.0% 0.2 58,575 +0 5 —
☆AVGE funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.2 2,189 +2,189 1 —
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.0% 0.0 0 -314 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 980 61 0.03 86% 0.201 0.922 — in
2026Q1 906 50 0.10 87% 0.194 0.868 — in
2025Q4 841 50 0.03 88% 0.203 0.907 — in
2025Q3 820 54 0.01 87% 0.194 0.917 — in
2025Q2 768 51 0.05 87% 0.188 0.904 — entered
2025Q1 728 50 0.00 87% 0.166 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status