Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 19 | Q2 2024 | 23.5% |
VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 10.0% |
ISHARES TR | 19 | Q2 2024 | 14.4% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 6.6% |
ISHARES TR | 19 | Q2 2024 | 4.9% |
VANGUARD WORLD FD | 19 | Q2 2024 | 3.8% |
VANGUARD WORLD FD | 19 | Q2 2024 | 4.2% |
VANGUARD WORLD FD | 19 | Q2 2024 | 2.7% |
ISHARES TR | 19 | Q2 2024 | 5.2% |
ISHARES TR | 19 | Q2 2024 | 1.9% |
View HILLTOP WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-05 |
13F-HR | 2024-07-03 |
13F-HR | 2024-04-05 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-19 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-15 |
View HILLTOP WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.