Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the December 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) 19.5 $28M 336k 83.67
Ishares Tr Core S&p Scp Etf (IJR) 12.7 $18M 159k 114.51
Ishares Tr National Mun Etf (MUB) 10.1 $15M 125k 116.28
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.9 $13M 250k 51.06
Ishares Tr Msci Usa Min Vol (USMV) 8.4 $12M 150k 80.90
Fidelity Covington Trust Msci Energy Idx (FENY) 8.4 $12M 799k 15.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $6.0M 122k 49.46
Ishares Tr S&p 500 Val Etf (IVE) 4.1 $5.9M 38k 156.62
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $5.3M 21k 254.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $5.0M 63k 80.43
Vanguard World Mega Cap Index (MGC) 3.3 $4.7M 28k 168.09
Vanguard World Mega Grwth Ind (MGK) 2.7 $3.9M 15k 260.75
Vanguard World Mega Cap Val Etf (MGV) 1.6 $2.3M 22k 106.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $1.7M 22k 79.45
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.5M 5.2k 283.14
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.2M 11k 106.28
Ishares Esg Awr Msci Em (ESGE) 0.6 $821k 21k 39.75
Ishares Tr Esg Aware Msci (ESML) 0.5 $761k 19k 40.30
Ishares Tr Core Msci Eafe (IEFA) 0.5 $698k 9.4k 74.63
Vanguard Index Fds Growth Etf (VUG) 0.4 $551k 1.7k 320.72
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $529k 25k 21.16
Microsoft Corporation (MSFT) 0.4 $509k 1.5k 336.20
Ishares Msci Emerg Mrkt (EEMV) 0.3 $459k 7.3k 62.87
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $415k 6.0k 68.73
Home Depot (HD) 0.3 $396k 955.00 414.66
Ishares Tr Core S&p500 Etf (IVV) 0.3 $365k 766.00 476.50
Johnson & Johnson (JNJ) 0.2 $356k 2.1k 171.24
Walt Disney Company (DIS) 0.2 $356k 2.3k 154.92
Highwoods Properties (HIW) 0.2 $317k 7.1k 44.65
JPMorgan Chase & Co. (JPM) 0.2 $307k 1.9k 158.57
Peak (DOC) 0.2 $294k 8.1k 36.10
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $293k 3.8k 76.82
Ventas (VTR) 0.2 $267k 5.2k 51.05
Rbc Cad (RY) 0.2 $252k 2.4k 106.06
Vanguard Index Fds Large Cap Etf (VV) 0.2 $251k 1.1k 220.95
Ishares Tr Core Msci Total (IXUS) 0.1 $205k 2.9k 71.06