0001909798-22-000002.txt : 20220412 0001909798-22-000002.hdr.sgml : 20220412 20220412170938 ACCESSION NUMBER: 0001909798-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 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: 22822930 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 03-31-2022 03-31-2022 HILL ISLAND FINANCIAL LLC

38 COMMERCE AVENUE SW SUITE 310 GRAND RAPIDS MI 49503

13F HOLDINGS REPORT 028-22218 N Joshua Moeller (616) 977-2639 Joshua Moeller Grand Rapids MI 04-12-2022 0 56 271676 false INFORMATION TABLE 2 13FHillIslandQ12022.xml ALPHABET INC CAP STK CL C 02079K107 1195 428 SH SOLE 0 0 428 AMAZON COM INC COM 023135106 443 136 SH SOLE 0 0 136 APPLE INC COM 037833100 1073 6145 SH SOLE 0 0 6145 BROADCOM INC COM 11135F101 271 430 SH SOLE 0 0 430 CLOUDFLARE INC CL A COM 18915M107 478 3997 SH SOLE 0 0 3997 DEERE & CO COM 244199105 448 1078 SH SOLE 0 0 1078 DISNEY WALT CO COM 254687106 302 2199 SH SOLE 0 0 2199 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1264 32226 SH SOLE 0 0 32226 HUNTINGTON BANCSHARES INC COM 446150104 237 16239 SH SOLE 0 0 16239 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 207 15275 SH SOLE 0 0 15275 INVESCO QQQ TR UNIT SER 1 46090E103 5582 15397 SH SOLE 0 0 15397 ISHARES TR ESG AWARE MSCI 46435U663 4931 129636 SH SOLE 0 0 129636 ISHARES TR CORE MSCI EAFE 46432F842 244 3509 SH SOLE 0 0 3509 ISHARES TR CORE 1 5 YR USD 46432F859 674 13905 SH SOLE 0 0 13905 ISHARES TR MSCI USA MMENTM 46432F396 267 1587 SH SOLE 0 0 1587 ISHARES TR PFD AND INCM SEC 464288687 217 5951 SH SOLE 0 0 5951 ISHARES TR AGENCY BOND ETF 464288166 609 5424 SH SOLE 0 0 5424 ISHARES TR ESG AW MSCI EAFE 46435G516 6622 89811 SH SOLE 0 0 89811 ISHARES TR MSCI KLD400 SOC 464288570 11906 137447 SH SOLE 0 0 137447 ISHARES TR CORE TOTAL USD 46434V613 530 10672 SH SOLE 0 0 10672 ISHARES TR ESG AWRE 1 5 YR 46435G243 206 8360 SH SOLE 0 0 8360 ISHARES TR ESG AWR US AGRGT 46435U549 206 3985 SH SOLE 0 0 3985 ISHARES TR CORE MSCI TOTAL 46432F834 28197 423504 SH SOLE 0 0 423504 ISHARES TR SHRT NAT MUN ETF 464288158 1395 13333 SH SOLE 0 0 13333 ISHARES TR NATIONAL MUN ETF 464288414 1151 10499 SH SOLE 0 0 10499 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 49789 947451 SH SOLE 0 0 947451 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 17284 304722 SH SOLE 0 0 304722 MCDONALDS CORP COM 580135101 597 2416 SH SOLE 0 0 2416 MICROSOFT CORP COM 594918104 1218 3951 SH SOLE 0 0 3951 NETFLIX INC COM 64110L106 238 635 SH SOLE 0 0 635 NORTHROP GRUMMAN CORP COM 666807102 270 605 SH SOLE 0 0 605 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2600 65260 SH SOLE 0 0 65260 PEPSICO INC COM 713448108 229 1368 SH SOLE 0 0 1368 SALESFORCE COM INC COM 79466L302 341 1605 SH SOLE 0 0 1605 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 933 18448 SH SOLE 0 0 18448 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1578 29299 SH SOLE 0 0 29299 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1308 26404 SH SOLE 0 0 26404 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3362 47100 SH SOLE 0 0 47100 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 507 6682 SH SOLE 0 0 6682 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2033 12792 SH SOLE 0 0 12792 SPDR S&P 500 ETF TR TR UNIT 78462F103 291 643 SH SOLE 0 0 643 SPDR SER TR BLOMBERG BRC INV 78468R200 3558 116683 SH SOLE 0 0 116683 SPDR SER TR PORTFLI INTRMDIT 78464A672 1788 59044 SH SOLE 0 0 59044 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2580 54501 SH SOLE 0 0 54501 SPDR SER TR PRTFLO S&P500 GW 78464A409 233 3518 SH SOLE 0 0 3518 TIMOTHY PLAN US LRGMD CP CORE 887432359 12670 348162 SH SOLE 0 0 348162 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 426 13999 SH SOLE 0 0 13999 VANECK VECTORS ETF TR SHORT MUNI ETF 92189F528 611 35727 SH SOLE 0 0 35727 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 210 764 SH SOLE 0 0 764 VANGUARD INDEX FDS GROWTH ETF 922908736 21566 74987 SH SOLE 0 0 74987 VANGUARD INDEX FDS SMALL CP ETF 922908751 26584 125091 SH SOLE 0 0 125091 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41489 99934 SH SOLE 0 0 99934 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6243 121916 SH SOLE 0 0 121916 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1110 21542 SH SOLE 0 0 21542 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1098 6769 SH SOLE 0 0 6769 VANGUARD WORLD FDS UTILITIES ETF 92204A876 277 1714 SH SOLE 0 0 1714