| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | Exit | ABBOTT LABS | $0 | – | -2,122 | -100.0% | -0.16% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,374 | -100.0% | -0.16% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -2,405 | -100.0% | -0.16% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -3,580 | -100.0% | -0.17% | – |
| VTR | Exit | VENTAS INC | $0 | – | -5,230 | -100.0% | -0.17% | – |
| FENY | Exit | FIDELITY COVINGTON TRUSTmsci energy idx | $0 | – | -8,923 | -100.0% | -0.17% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -3,268 | -100.0% | -0.21% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -5,576 | -100.0% | -0.29% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,925 | -100.0% | -0.31% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -7,258 | -100.0% | -0.36% | – |
| XJH | Exit | ISHARES TResg scrd s&p mid | $0 | – | -13,955 | -100.0% | -0.37% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -5,661 | -100.0% | -0.41% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,738 | -100.0% | -0.42% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -23,644 | -100.0% | -0.55% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -10,317 | -100.0% | -0.58% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,078 | -100.0% | -0.59% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -23,035 | -100.0% | -0.60% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,891 | -100.0% | -0.61% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -20,937 | -100.0% | -1.12% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -19,517 | -100.0% | -1.36% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -17,498 | -100.0% | -1.37% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -27,963 | -100.0% | -1.50% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -14,918 | -100.0% | -1.75% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -31,060 | -100.0% | -1.79% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -41,645 | -100.0% | -1.88% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -12,388 | -100.0% | -2.18% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -44,454 | -100.0% | -2.35% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -82,125 | -100.0% | -2.49% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -16,551 | -100.0% | -2.67% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -26,878 | -100.0% | -3.20% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -68,255 | -100.0% | -3.58% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -164,862 | -100.0% | -5.58% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -39,075 | -100.0% | -12.99% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -360,428 | -100.0% | -14.94% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -151,893 | -100.0% | -15.13% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -242,857 | -100.0% | -17.82% | – |
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.