Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the September 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) 18.0 $26M 346k 73.91
Ishares Tr National Mun Etf (MUB) 14.4 $20M 176k 116.17
Ishares Tr Core S&p Scp Etf (IJR) 12.3 $18M 160k 109.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.1 $13M 257k 50.49
Fidelity Covington Trust Msci Energy Idx (FENY) 8.5 $12M 842k 14.41
Ishares Tr Msci Usa Min Vol (USMV) 7.7 $11M 149k 73.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $6.1M 122k 50.01
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $5.4M 37k 145.41
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $5.0M 21k 236.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $4.8M 62k 76.66
Vanguard World Mega Cap Index (MGC) 3.0 $4.3M 28k 152.38
Vanguard World Mega Grwth Ind (MGK) 2.6 $3.6M 16k 234.82
Vanguard World Mega Cap Val Etf (MGV) 1.5 $2.2M 22k 97.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $1.5M 19k 78.37
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 5.2k 263.16
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $820k 8.5k 95.95
Ishares Esg Awr Msci Em (ESGE) 0.5 $726k 18k 41.45
Ishares Tr Core Msci Eafe (IEFA) 0.5 $694k 9.4k 74.20
Ishares Tr Esg Aware Msci (ESML) 0.5 $643k 17k 39.02
Vanguard Index Fds Growth Etf (VUG) 0.4 $507k 1.7k 290.38
Ishares Msci Emerg Mrkt (EEMV) 0.3 $455k 7.3k 62.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $450k 21k 21.63
Microsoft Corporation (MSFT) 0.3 $427k 1.5k 282.03
Walt Disney Company (DIS) 0.3 $389k 2.3k 169.28
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $385k 6.0k 63.85
Johnson & Johnson (JNJ) 0.2 $336k 2.1k 161.62
Home Depot (HD) 0.2 $336k 1.0k 327.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $330k 766.00 430.81
JPMorgan Chase & Co. (JPM) 0.2 $317k 1.9k 163.74
Highwoods Properties (HIW) 0.2 $311k 7.1k 43.80
Ventas (VTR) 0.2 $289k 5.2k 55.26
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $287k 3.8k 75.25
Peak (DOC) 0.2 $273k 8.1k 33.53
Rbc Cad (RY) 0.2 $236k 2.4k 99.33
Vanguard Index Fds Large Cap Etf (VV) 0.2 $232k 1.2k 200.52
Ishares Tr Core Msci Total (IXUS) 0.1 $205k 2.9k 71.06