Hilltop Wealth Advisors as of June 30, 2020
Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Growth Index (IVW) | 22.7 | $21M | 100k | 207.49 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 15.7 | $14M | 124k | 115.40 | |
| Vanguard Europe Pacific ETF (VEA) | 9.6 | $8.7M | 225k | 38.79 | |
| Ishares Tr usa min vo (USMV) | 8.4 | $7.6M | 126k | 60.63 | |
| Energy Select Sector SPDR (XLE) | 8.0 | $7.3M | 192k | 37.85 | |
| Vanguard Mid-Cap ETF (VO) | 5.7 | $5.2M | 32k | 163.91 | |
| Vanguard Emerging Markets ETF (VWO) | 5.2 | $4.7M | 120k | 39.61 | |
| Sch Us Mid-cap Etf etf (SCHM) | 4.9 | $4.5M | 85k | 52.62 | |
| iShares S&P 500 Value Index (IVE) | 3.9 | $3.6M | 33k | 108.20 | |
| Vanguard Mega Cap 300 Index (MGC) | 3.8 | $3.5M | 32k | 109.47 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 3.6 | $3.3M | 20k | 163.49 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 1.9 | $1.7M | 24k | 73.21 | |
| iShares S&P MidCap 400 Index (IJH) | 1.1 | $964k | 5.4k | 177.76 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $566k | 9.9k | 57.14 | |
| Ishares Tr msci eafe esg (ESGD) | 0.5 | $489k | 8.1k | 60.57 | |
| Ishares Tr eafe min volat (EFAV) | 0.5 | $442k | 6.7k | 66.01 | |
| Vanguard Growth ETF (VUG) | 0.4 | $380k | 1.9k | 202.24 | |
| Ishares Inc em mkt min vol (EEMV) | 0.4 | $378k | 7.3k | 51.97 | |
| Walt Disney Company (DIS) | 0.4 | $323k | 2.9k | 111.46 | |
| Microsoft Corporation (MSFT) | 0.3 | $308k | 1.5k | 203.43 | |
| Home Depot (HD) | 0.3 | $301k | 1.2k | 250.62 | |
| Fidelity msci hlth care i (FHLC) | 0.3 | $300k | 6.0k | 49.71 | |
| Johnson & Johnson (JNJ) | 0.3 | $292k | 2.1k | 140.45 | |
| Highwoods Properties (HIW) | 0.3 | $265k | 7.1k | 37.32 | |
| iShares S&P 500 Index (IVV) | 0.3 | $260k | 840.00 | 309.52 | |
| Ishares Inc msci em esg se (ESGE) | 0.3 | $250k | 7.8k | 32.08 | |
| Peak (DOC) | 0.2 | $224k | 8.1k | 27.51 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $201k | 2.1k | 94.10 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.2 | $144k | 12k | 12.49 |
