Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY as of Dec. 31, 2018

Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 42 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 15.8 $17M 68k 249.87
Vanguard FTSE All-World ex-US ETF (VEU) 9.5 $10M 225k 45.55
Vanguard S&p 500 Etf idx (VOO) 7.7 $8.3M 36k 229.81
iShares Russell 2000 Value Index (IWN) 6.3 $6.7M 63k 107.67
iShares Russell 2000 Growth Index (IWO) 5.1 $5.5M 33k 167.78
Ishares Tr cmn (STIP) 4.5 $4.9M 50k 98.02
iShares Russell 2000 Index (IWM) 4.2 $4.5M 34k 133.90
Global Payments (GPN) 4.0 $4.3M 42k 103.14
iShares Lehman Aggregate Bond (AGG) 3.9 $4.2M 39k 106.49
iShares Russell 1000 Value Index (IWD) 3.6 $3.9M 35k 111.05
Vanguard Emerging Markets ETF (VWO) 3.2 $3.4M 89k 38.10
Db-x Msci Eafe Currency-hedged (DBEF) 3.1 $3.4M 121k 27.90
Vanguard Value ETF (VTV) 3.0 $3.3M 33k 97.96
iShares Russell 1000 Growth Index (IWF) 2.4 $2.6M 20k 130.90
Vanguard Growth ETF (VUG) 2.4 $2.6M 19k 134.43
SPDR S&P Dividend (SDY) 2.4 $2.5M 28k 89.53
Vanguard Short-Term Bond ETF (BSV) 1.9 $2.0M 26k 78.58
Financial Select Sector SPDR (XLF) 1.8 $2.0M 83k 23.82
iShares Barclays TIPS Bond Fund (TIP) 1.6 $1.7M 15k 109.49
Vanguard Europe Pacific ETF (VEA) 1.5 $1.6M 44k 37.12
iShares Russell 1000 Index (IWB) 1.3 $1.4M 10k 138.50
Energy Select Sector SPDR (XLE) 1.3 $1.4M 24k 57.37
Vanguard Information Technology ETF (VGT) 1.2 $1.3M 8.1k 167.10
Vanguard Total Bond Market ETF (BND) 0.9 $1.0M 13k 79.23
Health Care SPDR (XLV) 0.9 $991k 12k 86.52
Vanguard REIT ETF (VNQ) 0.7 $790k 11k 74.53
SPDR Barclays Capital High Yield B 0.7 $718k 21k 33.58
iShares Gold Trust 0.6 $587k 48k 12.29
iShares Silver Trust (SLV) 0.6 $590k 41k 14.52
Apple (AAPL) 0.5 $527k 3.3k 157.74
iShares FTSE/Xinhua China 25 Index (FXI) 0.5 $519k 13k 39.10
Alexandria Real Estate Equities (ARE) 0.3 $372k 3.2k 115.10
Vanguard Large-Cap ETF (VV) 0.3 $373k 3.3k 114.77
SPDR Gold Trust (GLD) 0.3 $362k 3.0k 121.23
Ishares Inc core msci emkt (IEMG) 0.3 $341k 7.2k 47.20
Boeing Company (BA) 0.3 $323k 1.0k 323.00
Vanguard Total Stock Market ETF (VTI) 0.3 $306k 2.4k 127.45
Green Ban 0.3 $289k 17k 17.15
iShares MSCI EAFE Index Fund (EFA) 0.2 $235k 4.0k 58.75
Consumer Discretionary SPDR (XLY) 0.2 $222k 2.2k 99.20
SPDR S&P Biotech (XBI) 0.2 $201k 2.8k 71.79
Riverview Financial 0.1 $131k 12k 10.87