Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 18.3 $18M 222k 80.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 15.3 $15M 414k 36.01
Ishares Tr Core S&p Scp Etf (IJR) 12.6 $12M 141k 87.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $7.6M 209k 36.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $4.4M 120k 36.49
Ishares Tr S&p 500 Val Etf (IVE) 4.3 $4.2M 33k 128.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $4.1M 67k 60.54
Fidelity Covington Trust Msci Rl Est Etf (FREL) 3.9 $3.7M 157k 23.92
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $3.4M 18k 187.99
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $3.1M 54k 57.86
Vanguard World Mega Grwth Ind (MGK) 2.5 $2.4M 14k 174.32
Ishares Tr Core Msci Intl (IDEV) 2.2 $2.2M 45k 48.30
Vanguard Index Fds Small Cp Etf (VB) 2.1 $2.0M 12k 170.88
Vanguard World Mega Cap Index (MGC) 2.1 $2.0M 16k 124.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.9 $1.8M 33k 56.12
Vanguard World Mega Cap Val Etf (MGV) 1.9 $1.8M 20k 89.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $930k 30k 31.05
Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $864k 14k 62.63
Ishares Esg Awr Msci Em (ESGE) 0.9 $864k 31k 27.66
Ishares Tr Esg Aware Msci (ESML) 0.7 $715k 23k 30.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $713k 12k 62.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $676k 3.1k 219.20
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $614k 8.1k 75.97
Ishares Tr Core Msci Eafe (IEFA) 0.5 $503k 9.5k 52.70
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $493k 6.2k 79.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $451k 8.1k 55.83
Vanguard Index Fds Growth Etf (VUG) 0.4 $367k 1.7k 213.99
Microsoft Corporation (MSFT) 0.4 $353k 1.5k 233.16
Vanguard Index Fds Value Etf (VTV) 0.4 $349k 2.8k 123.45
Johnson & Johnson (JNJ) 0.3 $340k 2.1k 163.54
Ishares Tr Core S&p500 Etf (IVV) 0.3 $246k 687.00 358.08
Ishares Msci Emerg Mrkt (EEMV) 0.2 $219k 4.3k 50.73
Walt Disney Company (DIS) 0.2 $217k 2.3k 94.43
Rbc Cad (RY) 0.2 $214k 2.4k 90.07
Ventas (VTR) 0.2 $210k 5.2k 40.15
JPMorgan Chase & Co. (JPM) 0.2 $202k 1.9k 104.34