Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2023

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 37 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 17.4 $22M 243k 88.77
Select Sector Spdr Tr Sbi Healthcare (XLV) 16.9 $21M 162k 129.46
Ishares Tr Core S&p500 Etf (IVV) 14.3 $18M 43k 411.08
Ishares Tr Core S&p Scp Etf (IJR) 10.5 $13M 135k 96.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $6.3M 140k 45.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.7 $4.6M 68k 67.85
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $4.2M 28k 151.76
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $3.6M 17k 210.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.5M 87k 40.40
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $3.0M 47k 63.89
Vanguard World Mega Grwth Ind (MGK) 2.2 $2.7M 13k 204.51
Vanguard Index Fds Small Cp Etf (VB) 1.8 $2.3M 12k 189.55
Vanguard World Mega Cap Index (MGC) 1.8 $2.2M 15k 143.14
Ishares Tr Core Msci Intl (IDEV) 1.7 $2.1M 35k 60.47
Ishares Tr Msci Usa Esg Slc (SUSA) 1.5 $1.9M 22k 87.77
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $1.9M 26k 73.78
Vanguard World Mega Cap Val Etf (MGV) 1.5 $1.8M 18k 101.02
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.3 $1.6M 23k 71.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.0M 15k 69.92
Ishares Tr Esg Aware Msci (ESML) 0.7 $837k 25k 33.99
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $811k 24k 34.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $772k 3.1k 250.17
Ishares Esg Awr Msci Em (ESGE) 0.6 $767k 24k 31.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $715k 11k 65.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $623k 6.9k 90.45
Ishares Tr Core Msci Eafe (IEFA) 0.4 $526k 7.9k 66.85
Microsoft Corporation (MSFT) 0.4 $465k 1.6k 288.30
Vanguard Index Fds Growth Etf (VUG) 0.3 $424k 1.7k 249.37
Vanguard Index Fds Value Etf (VTV) 0.3 $394k 2.9k 138.13
Walt Disney Company (DIS) 0.2 $230k 2.3k 100.13
Rbc Cad (RY) 0.2 $227k 2.4k 95.58
Ventas (VTR) 0.2 $227k 5.2k 43.35
Ishares Msci Emerg Mrkt (EEMV) 0.2 $217k 4.0k 54.57
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $217k 8.7k 24.91
Abbvie (ABBV) 0.2 $211k 1.3k 159.33
Abbott Laboratories (ABT) 0.2 $203k 2.0k 101.26
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $200k 8.9k 22.44