Hilltop Wealth Advisors

Hilltop Wealth Advisors as of June 30, 2022

Portfolio Holdings for Hilltop Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 20.2 $21M 506k 40.86
Ishares Tr Core S&p Us Gwt (IUSG) 17.2 $18M 211k 83.70
Ishares Tr Core S&p Scp Etf (IJR) 14.5 $15M 161k 92.41
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 10.0 $10M 251k 40.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $5.8M 138k 41.65
Ishares Tr S&p 500 Val Etf (IVE) 4.9 $5.1M 37k 137.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $4.7M 74k 62.74
Ishares Tr S&p 500 Grwt Etf (IVW) 3.8 $3.9M 65k 60.35
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $3.6M 18k 196.97
Vanguard World Mega Grwth Ind (MGK) 2.5 $2.5M 14k 181.68
Vanguard World Mega Cap Index (MGC) 2.1 $2.1M 16k 131.81
Vanguard World Mega Cap Val Etf (MGV) 1.9 $2.0M 21k 96.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.9 $2.0M 31k 62.75
Ishares Tr Msci Usa Esg Slc (SUSA) 1.2 $1.2M 15k 80.72
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.0M 32k 32.32
Ishares Tr Esg Aware Msci (ESML) 0.8 $844k 27k 31.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $698k 3.1k 226.33
Ishares Tr Core Msci Eafe (IEFA) 0.5 $562k 9.5k 58.89
Microsoft Corporation (MSFT) 0.4 $389k 1.5k 256.94
Vanguard Index Fds Growth Etf (VUG) 0.4 $382k 1.7k 222.74
Johnson & Johnson (JNJ) 0.4 $369k 2.1k 177.49
Wal-Mart Stores (WMT) 0.3 $284k 2.3k 121.52
Ventas (VTR) 0.3 $269k 5.2k 51.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $264k 3.9k 66.99
Ishares Tr Core S&p500 Etf (IVV) 0.3 $260k 687.00 378.46
Ishares Msci Emerg Mrkt (EEMV) 0.2 $240k 4.3k 55.50
Rbc Cad (RY) 0.2 $230k 2.4k 96.80
JPMorgan Chase & Co. (JPM) 0.2 $218k 1.9k 112.60
Walt Disney Company (DIS) 0.2 $217k 2.3k 94.43
Peak (DOC) 0.2 $211k 8.1k 25.91