0001909798-22-000003.txt : 20220815 0001909798-22-000003.hdr.sgml : 20220815 20220815084213 ACCESSION NUMBER: 0001909798-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221162594 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 06-30-2022 06-30-2022 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 08-15-2022 0 51 226724 false INFORMATION TABLE 2 13FHillIslandQ22022.xml ALPHABET INC CAP STK CL C 02079K107 945 432 SH SOLE 0 0 432 CLOUDFLARE INC CL A COM 18915M107 215 4906 SH SOLE 0 0 4906 DEERE & CO COM 244199105 324 1081 SH SOLE 0 0 1081 DISNEY WALT CO COM 254687106 208 2199 SH SOLE 0 0 2199 FORD MTR CO DEL COM 345370860 123 11043 SH SOLE 0 0 11043 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 303 8015 SH SOLE 0 0 8015 HUNTINGTON BANCSHARES INC COM 446150104 217 17998 SH SOLE 0 0 17998 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 191 15487 SH SOLE 0 0 15487 INVESCO QQQ TR UNIT SER 1 46090E103 4202 14992 SH SOLE 0 0 14992 ISHARES TR ESG AWARE MSCI 46435U663 4371 138766 SH SOLE 0 0 138766 ISHARES TR CORE MSCI TOTAL 46432F834 25716 450918 SH SOLE 0 0 450918 ISHARES TR AGENCY BOND ETF 464288166 598 5439 SH SOLE 0 0 5439 ISHARES TR SHRT NAT MUN ETF 464288158 1014 9688 SH SOLE 0 0 9688 ISHARES TR NATIONAL MUN ETF 464288414 624 5865 SH SOLE 0 0 5865 ISHARES TR ESG AW MSCI EAFE 46435G516 5900 94005 SH SOLE 0 0 94005 ISHARES TR MSCI KLD400 SOC 464288570 9873 137322 SH SOLE 0 0 137322 ISHARES TR CORE TOTAL USD 46434V613 538 11485 SH SOLE 0 0 11485 ISHARES TR MSCI USA MMENTM 46432F396 217 1592 SH SOLE 0 0 1592 ISHARES TR CORE MSCI EAFE 46432F842 211 3588 SH SOLE 0 0 3588 ISHARES TR CORE 1 5 YR USD 46432F859 722 15232 SH SOLE 0 0 15232 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 43682 988735 SH SOLE 0 0 988735 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 15274 320342 SH SOLE 0 0 320342 MCDONALDS CORP COM 580135101 600 2430 SH SOLE 0 0 2430 MICROSOFT CORP COM 594918104 1131 4402 SH SOLE 0 0 4402 NORTHROP GRUMMAN CORP COM 666807102 290 607 SH SOLE 0 0 607 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2141 65260 SH SOLE 0 0 65260 PEPSICO INC COM 713448108 230 1378 SH SOLE 0 0 1378 SALESFORCE INC COM 79466L302 422 2558 SH SOLE 0 0 2558 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 946 19766 SH SOLE 0 0 19766 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1314 29418 SH SOLE 0 0 29418 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1301 26448 SH SOLE 0 0 26448 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2957 47374 SH SOLE 0 0 47374 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 421 6712 SH SOLE 0 0 6712 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1629 12815 SH SOLE 0 0 12815 SPDR S&P 500 ETF TR TR UNIT 78462F103 244 645 SH SOLE 0 0 645 SPDR SER TR PORTFLI INTRMDIT 78464A672 1236 41941 SH SOLE 0 0 41941 SPDR SER TR BLOOMBERG INVT 78468R200 2995 99483 SH SOLE 0 0 99483 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2357 49871 SH SOLE 0 0 49871 TESLA INC COM 88160R101 290 431 SH SOLE 0 0 431 TIMOTHY PLAN US LRGMD CP CORE 887432359 10986 351240 SH SOLE 0 0 351240 VANECK ETF TRUST VANECK SHRT MUNI 92189F528 613 35836 SH SOLE 0 0 35836 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 387 14305 SH SOLE 0 0 14305 VANGUARD INDEX FDS SMALL CP ETF 922908751 21092 119767 SH SOLE 0 0 119767 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 33180 95652 SH SOLE 0 0 95652 VANGUARD INDEX FDS GROWTH ETF 922908736 17755 79659 SH SOLE 0 0 79659 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3339 66626 SH SOLE 0 0 66626 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 748 14975 SH SOLE 0 0 14975 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 873 6083 SH SOLE 0 0 6083 VANGUARD WORLD FDS UTILITIES ETF 92204A876 263 1726 SH SOLE 0 0 1726