Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 30 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 23.5 $23M 101k 231.08
Ishares Tr National Mun Etf (MUB) 16.8 $17M 143k 115.93
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $9.3M 228k 40.90
Ishares Tr Msci Usa Min Vol (USMV) 8.4 $8.3M 130k 63.73
Select Sector Spdr Tr Energy (XLE) 6.1 $6.0M 202k 29.95
Vanguard Index Fds Mid Cap Etf (VO) 5.6 $5.6M 32k 176.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $5.3M 122k 43.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.0 $4.9M 88k 55.48
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $3.9M 35k 112.44
Vanguard World Mega Cap Index (MGC) 3.8 $3.7M 31k 119.91
Vanguard World Mega Grwth Ind (MGK) 3.7 $3.7M 20k 185.42
Vanguard World Mega Cap Val Etf (MGV) 1.8 $1.8M 24k 76.69
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.0M 5.4k 185.38
Ishares Tr Core Msci Eafe (IEFA) 0.6 $591k 9.8k 60.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $481k 7.6k 63.52
Vanguard Index Fds Growth Etf (VUG) 0.4 $412k 1.8k 227.50
Ishares Msci Emerg Mrkt (EEMV) 0.4 $401k 7.3k 55.13
Disney Walt Com Disney (DIS) 0.4 $360k 2.9k 124.22
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $359k 5.3k 68.11
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $318k 6.0k 52.61
Microsoft Corporation (MSFT) 0.3 $318k 1.5k 210.04
Johnson & Johnson (JNJ) 0.3 $310k 2.1k 149.11
Home Depot (HD) 0.3 $285k 1.0k 278.05
Ishares Tr Core S&p500 Etf (IVV) 0.3 $282k 840.00 335.71
Ishares Esg Awr Msci Em (ESGE) 0.3 $266k 7.5k 35.56
Highwoods Properties (HIW) 0.2 $238k 7.1k 33.52
Peak (DOC) 0.2 $221k 8.1k 27.14
Ventas (VTR) 0.2 $219k 5.2k 41.87
JPMorgan Chase & Co. (JPM) 0.2 $206k 2.1k 96.44
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $199k 11k 18.51