$216 Million is the total value of Hemington Wealth Management's 81 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 25.3% |
| VANGUARD STAR FDS | 12 | Q3 2023 | 16.1% |
| APPLE INC | 12 | Q3 2023 | 12.1% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 9.8% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 4.3% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 4.0% |
| ISHARES TR | 12 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.1% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 1.9% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 1.7% |
View Hemington Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-13 |
| 13F-HR | 2021-10-06 |
View Hemington Wealth Management'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.