Hilltop Wealth Advisors as of Dec. 31, 2019
Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Ishares Tr eafe min volat (EFAV) | 28.6 | $28M | 370k | 74.54 | |
| iShares S&P 500 Growth Index (IVW) | 21.5 | $21M | 107k | 193.64 | |
| Ishares Tr usa min vo (USMV) | 10.7 | $10M | 158k | 65.60 | |
| Vanguard Mid-Cap ETF (VO) | 6.6 | $6.4M | 36k | 178.18 | |
| iShares S&P MidCap 400 Index (IJH) | 5.0 | $4.8M | 23k | 205.84 | |
| Ishares Inc em mkt min vol (EEMV) | 4.9 | $4.8M | 81k | 58.66 | |
| Vanguard Mega Cap 300 Index (MGC) | 4.0 | $3.9M | 35k | 111.72 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 3.8 | $3.7M | 25k | 145.68 | |
| iShares S&P 500 Value Index (IVE) | 3.3 | $3.2M | 24k | 130.10 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 2.6 | $2.6M | 29k | 87.18 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.7 | $1.6M | 25k | 65.26 | |
| Vanguard Europe Pacific ETF (VEA) | 0.8 | $809k | 18k | 44.08 | |
| Fidelity msci hlth care i (FHLC) | 0.8 | $780k | 16k | 49.73 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.6 | $592k | 9.6k | 61.93 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $438k | 3.1k | 139.53 | |
| Walt Disney Company (DIS) | 0.4 | $419k | 2.9k | 144.58 | |
| iShares S&P 500 Index (IVV) | 0.4 | $380k | 1.2k | 323.68 | |
| Vanguard Growth ETF (VUG) | 0.4 | $377k | 2.1k | 181.95 | |
| Highwoods Properties (HIW) | 0.4 | $347k | 7.1k | 48.87 | |
| Johnson & Johnson (JNJ) | 0.3 | $303k | 2.1k | 145.74 | |
| Ventas (VTR) | 0.3 | $302k | 5.2k | 57.74 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $297k | 2.6k | 114.06 | |
| Home Depot (HD) | 0.3 | $284k | 1.3k | 218.29 | |
| Ishares Tr msci eafe esg (ESGD) | 0.3 | $283k | 4.1k | 68.74 | |
| Peak (DOC) | 0.3 | $281k | 8.1k | 34.51 | |
| Microsoft Corporation (MSFT) | 0.3 | $270k | 1.7k | 157.53 | |
| Pimco Total Return Etf totl (BOND) | 0.3 | $263k | 2.4k | 107.88 | |
| Duke Energy (DUK) | 0.2 | $232k | 2.5k | 91.19 | |
| Vanguard Large-Cap ETF (VV) | 0.2 | $217k | 1.5k | 147.52 |
