Hilltop Wealth Advisors

Hilltop Wealth Advisors as of June 30, 2021

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 18.5 $26M 359k 72.73
Ishares Tr National Mun Etf (MUB) 13.8 $20M 166k 117.20
Ishares Tr Core S&p Scp Etf (IJR) 12.3 $17M 153k 112.98
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $13M 257k 51.52
Fidelity Covington Trust Msci Energy Idx (FENY) 8.4 $12M 810k 14.75
Ishares Tr Msci Usa Min Vol (USMV) 7.3 $10M 140k 73.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $6.3M 116k 54.31
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $5.4M 36k 147.65
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $5.2M 22k 237.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.4 $4.9M 62k 78.27
Vanguard World Mega Cap Index (MGC) 3.1 $4.4M 29k 152.33
Vanguard World Mega Grwth Ind (MGK) 2.7 $3.8M 16k 231.39
Vanguard World Mega Cap Val Etf (MGV) 1.6 $2.3M 23k 99.60
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 5.2k 268.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $1.2M 15k 79.00
Ishares Tr Core Msci Eafe (IEFA) 0.5 $700k 9.4k 74.84
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $621k 6.5k 95.57
Ishares Esg Awr Msci Em (ESGE) 0.4 $614k 14k 45.14
Ishares Tr Esg Aware Msci (ESML) 0.4 $534k 13k 40.36
Vanguard Index Fds Growth Etf (VUG) 0.4 $505k 1.8k 286.61
Ishares Msci Emerg Mrkt (EEMV) 0.3 $468k 7.3k 64.18
Microsoft Corporation (MSFT) 0.3 $410k 1.5k 270.81
Walt Disney Company (DIS) 0.3 $404k 2.3k 175.81
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $384k 6.0k 63.77
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $361k 15k 23.49
Ishares Tr Core S&p500 Etf (IVV) 0.2 $352k 820.00 429.27
Johnson & Johnson (JNJ) 0.2 $342k 2.1k 164.50
JPMorgan Chase & Co. (JPM) 0.2 $332k 2.1k 155.43
Home Depot (HD) 0.2 $327k 1.0k 319.02
Highwoods Properties (HIW) 0.2 $321k 7.1k 45.21
Ventas (VTR) 0.2 $299k 5.2k 57.17
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $288k 3.8k 75.51
Peak (DOC) 0.2 $271k 8.1k 33.28
Rbc Cad (RY) 0.2 $241k 2.4k 101.43
Vanguard Index Fds Large Cap Etf (VV) 0.2 $238k 1.2k 201.01
Ishares Tr Core Msci Total (IXUS) 0.1 $211k 2.9k 73.14