$233 Thousand is the total value of Hemington Wealth Management's 99 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | BROOKFIELD CORPcl a ltd vt sh | $656 | – | 20,877 | +100.0% | 0.28% | – | |
| ESGD | New | ISHARES TResg aw msci eafe | $389 | – | 5,922 | +100.0% | 0.17% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $334 | – | 1,580 | +100.0% | 0.14% | – |
| HON | New | HONEYWELL INTL INC | $293 | – | 1,372 | +100.0% | 0.13% | – |
| CVX | New | CHEVRON CORP NEW | $261 | – | 1,458 | +100.0% | 0.11% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $262 | – | 3,442 | +100.0% | 0.11% | – |
| MS | New | MORGAN STANLEY | $220 | – | 2,598 | +100.0% | 0.09% | – |
| LOW | New | LOWES COS INC | $212 | – | 1,069 | +100.0% | 0.09% | – |
| ROST | New | ROSS STORES INC | $212 | – | 1,829 | +100.0% | 0.09% | – |
| AVGO | New | BROADCOM INC | $206 | – | 370 | +100.0% | 0.09% | – |
| SKLZ | New | SKILLZ INC | $5 | – | 10,081 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
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 | 2024-05-03 |
| 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 |
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.