Lexington Hill Partners, LLC
79 holdingsFiling period: 2026-03-31Current AUM: $192.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTEB | VANGUARD MUN BD FDS | 721.1K | $36.0M | $35.8M | 18.54% | +325.3K | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 88.2K | $28.3M | $32.5M | 16.84% | +25.5K | 2026-03-31 |
| 3 | BND | VANGUARD BD INDEX FDS | 183.3K | $13.5M | $13.2M | 6.86% | +66.2K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 145.4K | $9.3M | $10.3M | 5.33% | +21.7K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 13.2K | $8.6M | $9.9M | 5.13% | +29 | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 12.9K | $8.4M | $9.6M | 4.98% | +1.1K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 21.9K | $5.6M | $6.8M | 3.51% | +2.3K | 2026-03-31 |
| 8 | KO | COCA COLA CO | 64.5K | $4.9M | $5.6M | 2.93% | -- | 2026-03-31 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 133.9K | $4.1M | $4.5M | 2.32% | +80.8K | 2026-03-31 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 18.2K | $3.5M | $3.9M | 2.02% | +63 | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.2K | $3.0M | $3.0M | 1.55% | +2.6K | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 15.0K | $2.5M | $2.3M | 1.21% | +693 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 15.0K | $2.5M | $2.3M | 1.21% | +693 | 2026-03-31 |
| 14 | EFA | ISHARES TR | 24.7K | $2.4M | $2.6M | 1.35% | -28 | 2026-03-31 |
| 15 | IWM | ISHARES TR | 9.4K | $2.3M | $2.7M | 1.43% | -482 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 10.4K | $2.2M | $2.8M | 1.47% | +1.7K | 2026-03-31 |
| 17 | IEFA | ISHARES TR | 23.6K | $2.1M | $2.3M | 1.20% | -- | 2026-03-31 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | 37.8K | $2.0M | $2.2M | 1.15% | +10.5K | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 3.3K | $2.0M | $2.3M | 1.19% | +25 | 2026-03-31 |
| 20 | GLD | SPDR GOLD TR | 4.4K | $1.9M | $1.6M | 0.85% | -- | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 46.4K | $1.8M | $2.1M | 1.07% | -3,307 | 2026-03-31 |
| 22 | USMV | ISHARES TR | 19.0K | $1.8M | $1.9M | 0.96% | -15,831 | 2026-03-31 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 9.2K | $1.3M | $1.1M | 0.59% | +180 | 2026-03-31 |
| 24 | DFAU | DIMENSIONAL ETF TRUST | 28.4K | $1.3M | $1.5M | 0.76% | -724 | 2026-03-31 |
| 25 | EEM | ISHARES TR | 22.5K | $1.3M | $1.4M | 0.75% | -1,823 | 2026-03-31 |
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