Hemington Wealth Management

Latest statistics and disclosures from Hemington Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Hemington Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hemington Wealth Management

Companies in the Hemington Wealth Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.3 $55M +8% 281k 194.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.1 $35M +12% 577k 60.16
Vanguard Index Fds Value Etf (VTV) 9.7 $21M +7% 177k 118.96
Apple (AAPL) 6.8 $15M -26% 111k 132.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $9.3M +8% 185k 50.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.0 $8.6M +19% 70k 121.84
Ishares Tr Core Msci Intl (IDEV) 2.4 $5.2M 84k 61.63
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $3.8M +2% 45k 84.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $3.7M -7% 42k 88.18
Microsoft Corporation (MSFT) 1.3 $2.9M -6% 13k 222.39
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.2 $2.7M 46k 58.54
Nextera Energy (NEE) 1.2 $2.5M +3% 33k 77.15
Aerojet Rocketdy (AJRD) 1.2 $2.5M 48k 52.84
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $2.4M +26% 28k 86.21

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.3M 6.8k 343.65
Ishares Core Msci Emkt (IEMG) 1.0 $2.2M +4% 36k 62.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.1M +11% 42k 51.10
Amazon (AMZN) 1.0 $2.1M 632.00 3256.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.9M 5.0k 373.97
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.7M -18% 4.5k 375.45
Automatic Data Processing (ADP) 0.8 $1.6M +7% 9.2k 176.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.5M +19% 11k 142.24
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.7 $1.5M -9% 65k 22.77
Ishares Tr S&p 100 Etf (OEF) 0.7 $1.5M 8.6k 171.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.3M -30% 14k 92.57
Walt Disney Company (DIS) 0.6 $1.2M +4% 6.8k 181.19
3M Company (MMM) 0.4 $938k 5.4k 174.74
Merck & Co (MRK) 0.4 $931k -6% 11k 81.77
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $917k +17% 6.5k 141.23
At&t (T) 0.4 $898k +19% 31k 28.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $879k -2% 3.8k 229.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $878k -10% 3.6k 241.01
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.4 $860k 21k 41.28
JPMorgan Chase & Co. (JPM) 0.4 $822k -30% 6.5k 127.15
Johnson & Johnson (JNJ) 0.4 $756k -73% 4.8k 157.30
Rlj Lodging Trust (RLJ) 0.3 $749k 53k 14.16
Netflix (NFLX) 0.3 $742k +6% 1.4k 540.42
W.W. Grainger (GWW) 0.3 $635k +30% 1.6k 408.62
Facebook Cl A (FB) 0.3 $623k -5% 2.3k 273.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $617k -5% 7.4k 82.95
Tesla Motors (TSLA) 0.3 $616k +6% 873.00 705.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $613k -9% 7.1k 86.44
Mastercard Incorporated Cl A (MA) 0.3 $545k +16% 1.5k 356.68
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $541k +3% 6.0k 90.71
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $531k 4.5k 118.16
Ishares Tr Short Treas Bd (SHV) 0.2 $523k 4.7k 110.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $517k -9% 3.8k 136.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $483k +4% 1.8k 267.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $480k NEW 1.5k 313.52
Vanguard Index Fds Growth Etf (VUG) 0.2 $477k -9% 1.9k 253.45
Visa Com Cl A (V) 0.2 $462k +4% 2.1k 218.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $452k -7% 258.00 1751.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $438k +6% 1.9k 232.11
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $427k +4% 2.6k 161.44
Home Depot (HD) 0.2 $415k -30% 1.6k 265.86
Exxon Mobil Corporation (XOM) 0.2 $401k -2% 9.7k 41.26
Procter & Gamble Company (PG) 0.2 $401k -2% 2.9k 138.99
Qualcomm (QCOM) 0.2 $398k +2% 2.6k 152.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $387k -8% 221.00 1751.13
UnitedHealth (UNH) 0.2 $382k -2% 1.1k 350.46
Adobe Systems Incorporated (ADBE) 0.2 $371k +2% 741.00 500.67
Eversource Energy (ES) 0.2 $355k 4.1k 86.42
Abbott Laboratories (ABT) 0.2 $354k +41% 3.2k 109.39
Oge Energy Corp (OGE) 0.2 $328k 10k 31.82
Amgen (AMGN) 0.1 $307k -46% 1.3k 229.79
Consolidated Edison (ED) 0.1 $300k 4.1k 72.34
Kellogg Company (K) 0.1 $300k 4.8k 62.18
Comcast Corp Cl A (CMCSA) 0.1 $284k -10% 5.4k 52.43
Verizon Communications (VZ) 0.1 $280k -16% 4.8k 58.77
Ishares Tr Core Intl Aggr (IAGG) 0.1 $276k -38% 4.9k 56.29
NVIDIA Corporation (NVDA) 0.1 $267k -73% 511.00 522.50
Bank of America Corporation (BAC) 0.1 $266k -11% 8.8k 30.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $260k 4.7k 55.14
Select Sector Spdr Tr Technology (XLK) 0.1 $250k NEW 1.9k 129.94
Danaher Corporation (DHR) 0.1 $242k +54% 1.1k 221.81
Texas Instruments Incorporated (TXN) 0.1 $241k -17% 1.5k 163.83
Honeywell International (HON) 0.1 $239k +6% 1.1k 213.01
Costco Wholesale Corporation (COST) 0.1 $234k -43% 622.00 376.21
International Business Machines (IBM) 0.1 $230k -28% 1.8k 126.03
Paypal Holdings (PYPL) 0.1 $222k -2% 947.00 234.42
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $86k 14k 6.16

Past Filings by Hemington Wealth Management

SEC 13F filings are viewable for Hemington Wealth Management going back to 2020