Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 33 positions in its portfolio as reported in the December 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) 22.4 $25M 394k 63.82
Ishares Tr National Mun Etf (MUB) 15.8 $18M 151k 117.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $11M 229k 47.21
Ishares Tr Msci Usa Min Vol (USMV) 7.9 $8.9M 131k 67.88
Fidelity Covington Trust Msci Energy Idx (FENY) 7.1 $8.0M 785k 10.15
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $6.4M 31k 206.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.5 $6.1M 123k 50.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.4 $6.1M 90k 68.18
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $4.5M 35k 128.03
Vanguard World Mega Cap Index (MGC) 3.7 $4.1M 31k 133.45
Vanguard World Mega Grwth Ind (MGK) 3.5 $3.9M 19k 203.74
Vanguard World Mega Cap Val Etf (MGV) 1.8 $2.0M 23k 86.82
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $1.2M 5.4k 229.86
Ishares Tr Core Msci Eafe (IEFA) 0.6 $674k 9.8k 69.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $618k 8.5k 73.09
Walt Disney Company (DIS) 0.5 $525k 2.9k 181.16
Vanguard Index Fds Growth Etf (VUG) 0.4 $459k 1.8k 253.45
Ishares Msci Emerg Mrkt (EEMV) 0.4 $447k 7.3k 61.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $403k 14k 28.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $389k 5.3k 73.45
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $377k 4.6k 82.35
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $350k 6.1k 57.81
Ishares Esg Awr Msci Em (ESGE) 0.3 $348k 8.3k 42.01
Microsoft Corporation (MSFT) 0.3 $337k 1.5k 222.59
Johnson & Johnson (JNJ) 0.3 $327k 2.1k 157.29
Ishares Tr Core S&p500 Etf (IVV) 0.3 $315k 840.00 375.00
Highwoods Properties (HIW) 0.3 $281k 7.1k 39.58
Home Depot (HD) 0.2 $272k 1.0k 265.37
JPMorgan Chase & Co. (JPM) 0.2 $271k 2.1k 126.87
Ventas (VTR) 0.2 $256k 5.2k 48.95
Peak (DOC) 0.2 $246k 8.1k 30.21
Deere & Company (DE) 0.2 $229k 850.00 269.41
Vanguard Index Fds Large Cap Etf (VV) 0.2 $215k 1.2k 176.09