AH

Addis & Hill, Inc

13F
Addis & Hill, Inc
Last update 2025-04-10 28 Stocks (5 new)
Value $143.00 Mil Turnover 8 %
Countries:
Top Holdings: VV(37.07%)VTI(14.14%)VPL(9.40%)VO(6.67%)AGG(6.46%)
Summary Stock Picks Current Portfolio
Addis & Hill, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV 		Vanguard Large Cap ETF
206,571
53,095.0
+6.72%
37.070
+2.33%
0.120
-7.91%
-8.68%
43,687.6
 
VTI 		Vanguard Total Stock Market ETF
73,712
20,259.0
-1.35%
14.140
-0.22%
0.000
-8.58%
-9.37%
492,872.7
 
VPL 		Vanguard FTSE Pacific ETF
185,914
13,471.3
+11.29%
9.400
+0.95%
0.170
+0.92%
-0.74%
7,534.8
 
VO 		Vanguard Mid-Cap ETF
36,920
9,548.4
+4.67%
6.670
+0.30%
0.010
-6.89%
-7.35%
78,494.6
 
AGG 		iShares Core U.S. Aggregate Bond ETF
93,488
9,247.8
+0.79%
6.460
+0.05%
0.010
+2.13%
+1.12%
122,650.0
 
RWO 		SPDR Dow Jones Global Real Estate ETF
144,273
6,296.1
+7.50%
4.400
+0.31%
0.580
+0.09%
-3.37%
1,031.3
 
VGK 		Vanguard FTSE Europe ETF
80,976
5,685.4
+9.52%
3.970
+0.35%
0.030
+8.15%
+8.03%
20,426.2
 
VEU 		Vanguard FTSE All-World ex-US ETF
72,064
4,371.4
-1.88%
3.050
-0.06%
0.010
+3.69%
+2.39%
40,461.8
 
VWO 		Vanguard FTSE Emerging Markets ETF
92,151
4,170.8
+8.93%
2.910
+0.24%
0.000
+0.78%
-2.04%
81,615.8
 
IWM 		iShares Russell 2000 ETF
16,960
3,383.4
New Holding
2.360
+2.36%
0.010
-14.78%
-16.38%
57,125.2
 

Addis & Hill, Inc's Historical Top Holdings Breakdowns

Addis & Hill, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM 		iShares Russell 2000 ETF2025-03-31New Buy
+2.36%
●
198.1 ($216.92) 229.79
$184.36
-15.01%
New holding
16,960
16,960
VV 		Vanguard Large Cap ETF2025-03-31Add
+2.33%
●
253.32 ($270.87) 282.66
$245.46
-9.38%
Add 6.72%
206,571
12,999
VPL 		Vanguard FTSE Pacific ETF2025-03-31Add
+0.95%
●
69.87 ($73.28) 75.62
$70.12
-4.31%
Add 11.29%
185,914
18,862
VGSH 		Vanguard Short-Term Government Bond ETF2025-03-31New Buy
+0.65%
●
58.07 ($58.36) 58.69
$58.49
0.22%
New holding
15,964
15,964
CEG 		Constellation Energy Corp2025-03-31New Buy
+0.48%
●
201.63 ($268.03) 347.44
$208.25
-22.30%
New holding
3,416
3,416
VGK 		Vanguard FTSE Europe ETF2025-03-31Add
+0.35%
●
63.07 ($68.94) 73.5
$68.29
-0.94%
Add 9.52%
80,976
7,041
RWO 		SPDR Dow Jones Global Real Estate ETF2025-03-31Add
+0.31%
●
41.41 ($43.65) 45.24
$41.17
-5.68%
Add 7.5%
144,273
10,067
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.30%
●
251.87 ($268.43) 277.95
$243.62
-9.24%
Add 4.67%
36,920
1,646
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.24%
●
42.5 ($45.01) 46.71
$43.10
-4.24%
Add 8.93%
92,151
7,551
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.22%
●
271.18 ($290.53) 303.12
$261.74
-9.91%
Reduce -1.35%
73,712
-1,008

Addis & Hill, Inc Total Holding History ($B)

To

Addis & Hill, Inc's Asset Allocation

To

Addis & Hill, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Addis & Hill, Inc's Hypothetical Growth since 2025-03-31

Addis & Hill, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Addis & Hill, Inc's Holdings Heat Map

Size field:

Addis & Hill, Inc's Holdings Bubble Chart

Addis & Hill, Inc News

  • 1

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