$117 Million is the total value of HILLTOP WEALTH ADVISORS, LLC's 30 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -3,814 | -100.0% | -0.20% | – |
| HIW | Exit | HIGHWOODS PPTYS INC | $0 | – | -7,100 | -100.0% | -0.22% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -955 | -100.0% | -0.28% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -6,038 | -100.0% | -0.29% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -25,005 | -100.0% | -0.37% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -150,025 | -100.0% | -8.43% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -124,851 | -100.0% | -10.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 23.5% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 10.0% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 6.6% |
| ISHARES TR | 16 | Q3 2023 | 4.9% |
| ISHARES TR | 16 | Q3 2023 | 14.4% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 4.2% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 3.8% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 2.7% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 1.9% |
View HILLTOP WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-19 |
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.