Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2021

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 17.7 $23M 355k 65.11
Ishares Tr National Mun Etf (MUB) 14.4 $19M 162k 116.05
Ishares Tr Core S&p Scp Etf (IJR) 12.5 $16M 150k 108.53
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.7 $13M 260k 49.11
Fidelity Covington Trust Msci Energy Idx (FENY) 8.1 $11M 799k 13.25
Ishares Tr Msci Usa Min Vol (USMV) 7.1 $9.3M 135k 69.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $5.9M 114k 52.05
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $5.1M 23k 221.36
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $5.0M 36k 141.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.4 $4.5M 61k 74.43
Vanguard World Mega Cap Index (MGC) 3.1 $4.1M 29k 140.22
Vanguard World Mega Grwth Ind (MGK) 2.6 $3.4M 17k 207.04
Vanguard World Mega Cap Val Etf (MGV) 1.7 $2.2M 23k 95.18
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 5.2k 260.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $876k 12k 75.93
Ishares Tr Core Msci Eafe (IEFA) 0.5 $681k 9.4k 72.08
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $516k 5.9k 87.81
Ishares Msci Emerg Mrkt (EEMV) 0.4 $459k 7.3k 63.14
Vanguard Index Fds Growth Etf (VUG) 0.3 $455k 1.8k 256.77
Ishares Esg Awr Msci Em (ESGE) 0.3 $432k 10k 43.26
Walt Disney Company (DIS) 0.3 $424k 2.3k 184.51
Ishares Tr Esg Aware Msci (ESML) 0.3 $360k 9.3k 38.58
Microsoft Corporation (MSFT) 0.3 $357k 1.5k 235.80
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $355k 6.0k 59.02
Johnson & Johnson (JNJ) 0.3 $342k 2.1k 164.50
Ishares Tr Core S&p500 Etf (IVV) 0.2 $326k 820.00 397.56
JPMorgan Chase & Co. (JPM) 0.2 $325k 2.1k 152.15
Home Depot (HD) 0.2 $313k 1.0k 305.37
Highwoods Properties (HIW) 0.2 $305k 7.1k 42.96
Ventas (VTR) 0.2 $279k 5.2k 53.35
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $278k 3.8k 72.89
Peak (DOC) 0.2 $258k 8.1k 31.68
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $251k 10k 24.27
Vanguard Index Fds Large Cap Etf (VV) 0.2 $219k 1.2k 184.97
Rbc Cad (RY) 0.2 $219k 2.4k 92.17
Ishares Tr Core Msci Total (IXUS) 0.2 $203k 2.9k 70.36