$103 Million is the total value of HILLTOP WEALTH ADVISORS, LLC's 30 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -11,097 | -100.0% | -0.20% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,112 | -100.0% | -0.20% | – |
IXUS | Exit | ISHARES TRcore msci total | $0 | – | -4,082 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.