Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2022

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 21.7 $26M 334k 76.38
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 20.3 $24M 493k 48.32
Ishares Tr Core S&p Scp Etf (IJR) 14.4 $17M 157k 107.88
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $11M 233k 48.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.9 $5.7M 125k 46.13
Ishares Tr S&p 500 Val Etf (IVE) 4.9 $5.7M 37k 155.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $5.0M 65k 75.86
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $4.4M 19k 237.84
Vanguard World Mega Grwth Ind (MGK) 2.8 $3.3M 14k 235.43
Vanguard World Mega Cap Index (MGC) 2.2 $2.6M 16k 159.06
Vanguard World Mega Cap Val Etf (MGV) 1.9 $2.2M 21k 107.31
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.9 $2.2M 30k 73.74
Ishares Tr Msci Usa Esg Slc (SUSA) 1.1 $1.3M 13k 96.87
Ishares Esg Awr Msci Em (ESGE) 0.9 $1.1M 29k 36.74
Ishares Tr Esg Aware Msci (ESML) 0.8 $983k 26k 38.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $828k 3.1k 268.48
Ishares Tr Core Msci Eafe (IEFA) 0.6 $656k 9.4k 69.51
Vanguard Index Fds Growth Etf (VUG) 0.4 $494k 1.7k 287.71
Microsoft Corporation (MSFT) 0.4 $467k 1.5k 308.45
Johnson & Johnson (JNJ) 0.3 $368k 2.1k 177.01
Ventas (VTR) 0.3 $323k 5.2k 61.76
Walt Disney Company (DIS) 0.3 $315k 2.3k 137.08
Ishares Tr Core S&p500 Etf (IVV) 0.3 $311k 687.00 452.69
Peak (DOC) 0.2 $280k 8.1k 34.39
Ishares Tr Core Msci Total (IXUS) 0.2 $272k 4.1k 66.63
Ishares Msci Emerg Mrkt (EEMV) 0.2 $264k 4.3k 61.05
JPMorgan Chase & Co. (JPM) 0.2 $264k 1.9k 136.36
Rbc Cad (RY) 0.2 $262k 2.4k 110.27
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $232k 11k 20.91
Vanguard Index Fds Large Cap Etf (VV) 0.2 $232k 1.1k 208.63