0001909798-22-000001.txt : 20220215 0001909798-22-000001.hdr.sgml : 20220215 20220214212211 ACCESSION NUMBER: 0001909798-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220215 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HILL ISLAND FINANCIAL LLC CENTRAL INDEX KEY: 0001909798 IRS NUMBER: 872268717 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22218 FILM NUMBER: 22636731 BUSINESS ADDRESS: STREET 1: 38 COMMERCE AVENUE SW STREET 2: SUITE 310 CITY: GRAND RAPIDS STATE: MI ZIP: 49503 BUSINESS PHONE: (616) 977-2639 MAIL ADDRESS: STREET 1: 38 COMMERCE AVENUE SW STREET 2: SUITE 310 CITY: GRAND RAPIDS STATE: MI ZIP: 49503 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909798 XXXXXXXX 12-31-2021 12-31-2021 HILL ISLAND FINANCIAL LLC
38 COMMERCE AVENUE SW SUITE 310 GRAND RAPIDS MI 49503
13F HOLDINGS REPORT 028-22218 N
Joshua Moeller CCO (616) 977-2639 Joshua Moeller GRAND RAPIDS MI 02-14-2022 0 55 280168 false
INFORMATION TABLE 2 13fhillisland20211231.xml ALPHABET INC CAP STK CL C 02079K107 1238 428 SH SOLE 0 0 428 AMAZON COM INC COM 023135106 453 136 SH SOLE 0 0 136 APPLE INC COM 037833100 1090 6138 SH SOLE 0 0 6138 BROADCOM INC COM 11135F101 285 428 SH SOLE 0 0 428 CLOUDFLARE INC CL A COM 18915M107 526 3997 SH SOLE 0 0 3997 DEERE & CO COM 244199105 369 1075 SH SOLE 0 0 1075 DISNEY WALT CO COM 254687106 341 2199 SH SOLE 0 0 2199 HUNTINGTON BANCSHARES INC COM 446150104 395 25631 SH SOLE 0 0 25631 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 226 15086 SH SOLE 0 0 15086 INVESCO QQQ TR UNIT SER 1 46090E103 6210 15609 SH SOLE 0 0 15609 ISHARES TR AGENCY BOND ETF 464288166 635 5416 SH SOLE 0 0 5416 ISHARES TR SHRT NAT MUN ETF 464288158 1266 11790 SH SOLE 0 0 11790 ISHARES TR ISHS 1-5YR INVS 464288646 7809 144935 SH SOLE 0 0 144935 ISHARES TR MSCI KLD400 SOC 464288570 9298 100070 SH SOLE 0 0 100070 ISHARES TR PFD AND INCM SEC 464288687 241 6123 SH SOLE 0 0 6123 ISHARES TR NATIONAL MUN ETF 464288414 1990 17112 SH SOLE 0 0 17112 ISHARES TR CORE TOTAL USD 46434V613 1472 27808 SH SOLE 0 0 27808 ISHARES TR ESG AW MSCI EAFE 46435G516 7167 90193 SH SOLE 0 0 90193 ISHARES TR ESG AWRE 1 5 YR 46435G243 214 8349 SH SOLE 0 0 8349 ISHARES TR ESG AWRE USD ETF 46435G193 417 15297 SH SOLE 0 0 15297 ISHARES TR CORE MSCI TOTAL 46432F834 26526 373923 SH SOLE 0 0 373923 ISHARES TR CORE MSCI EAFE 46432F842 262 3504 SH SOLE 0 0 3504 ISHARES TR CORE 1 5 YR USD 46432F859 1005 19935 SH SOLE 0 0 19935 ISHARES TR MSCI USA MMENTM 46432F396 348 1916 SH SOLE 0 0 1916 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 49557 891468 SH SOLE 0 0 891468 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 17349 291832 SH SOLE 0 0 291832 MCDONALDS CORP COM 580135101 641 2392 SH SOLE 0 0 2392 MICROSOFT CORP COM 594918104 1234 3669 SH SOLE 0 0 3669 NETFLIX INC COM 64110L106 383 635 SH SOLE 0 0 635 NORTHROP GRUMMAN CORP COM 666807102 233 603 SH SOLE 0 0 603 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 3790 90205 SH SOLE 0 0 90205 PEPSICO INC COM 713448108 235 1351 SH SOLE 0 0 1351 SALESFORCE COM INC COM 79466L302 357 1405 SH SOLE 0 0 1405 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1764 15499 SH SOLE 0 0 15499 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3472 47417 SH SOLE 0 0 47417 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1342 26387 SH SOLE 0 0 26387 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 537 6673 SH SOLE 0 0 6673 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1277 23701 SH SOLE 0 0 23701 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2221 12776 SH SOLE 0 0 12776 SPDR S&P 500 ETF TR TR UNIT 78462F103 399 839 SH SOLE 0 0 839 SPDR SER TR PRTFLO S&P500 GW 78464A409 255 3512 SH SOLE 0 0 3512 SPDR SER TR PORTFLI INTRMDIT 78464A672 1402 43740 SH SOLE 0 0 43740 SPDR SER TR NUVEEN BLMBRG SH 78468R739 3261 66304 SH SOLE 0 0 66304 SPDR SER TR BLOOMBERG INVT 78468R200 3485 113918 SH SOLE 0 0 113918 TIMOTHY PLAN US LRGMD CP CORE 887432359 13531 349382 SH SOLE 0 0 349382 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 644 19543 SH SOLE 0 0 19543 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 639 35670 SH SOLE 0 0 35670 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 230 762 SH SOLE 0 0 762 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 45679 104632 SH SOLE 0 0 104632 VANGUARD INDEX FDS SMALL CP ETF 922908751 28008 123922 SH SOLE 0 0 123922 VANGUARD INDEX FDS GROWTH ETF 922908736 22422 69873 SH SOLE 0 0 69873 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 620 11290 SH SOLE 0 0 11290 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1437 8366 SH SOLE 0 0 8366 VANGUARD WORLD FD ESG US STK ETF 921910733 3715 42270 SH SOLE 0 0 42270 VANGUARD WORLD FDS UTILITIES ETF 92204A876 266 1703 SH SOLE 0 0 1703