Hilltop Wealth Advisors

Hilltop Wealth Advisors as of June 30, 2023

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 35 positions in its portfolio as reported in the June 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) 18.0 $24M 250k 97.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 14.9 $20M 152k 132.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 14.5 $20M 356k 55.33
Ishares Tr Core S&p500 Etf (IVV) 14.4 $20M 44k 445.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $6.9M 150k 46.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $4.9M 68k 71.03
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $4.5M 28k 161.19
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $3.7M 17k 220.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $3.5M 85k 40.68
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $3.3M 46k 70.48
Vanguard World Mega Grwth Ind (MGK) 2.3 $3.1M 13k 235.32
Ishares Tr Core Msci Intl (IDEV) 1.8 $2.4M 39k 61.12
Vanguard World Mega Cap Index (MGC) 1.7 $2.3M 15k 156.46
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $2.3M 29k 78.26
Vanguard World Mega Cap Val Etf (MGV) 1.4 $1.9M 18k 103.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.4 $1.9M 26k 72.93
Ishares Tr Msci Usa Esg Slc (SUSA) 1.3 $1.8M 19k 93.64
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.3M 18k 73.03
Vanguard Index Fds Growth Etf (VUG) 0.7 $912k 3.2k 282.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $809k 24k 34.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $805k 3.1k 261.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $804k 11k 74.95
Ishares Esg Awr Msci Em (ESGE) 0.6 $786k 25k 31.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $576k 5.9k 97.46
Microsoft Corporation (MSFT) 0.4 $549k 1.6k 340.54
Ishares Tr Core Msci Eafe (IEFA) 0.4 $515k 7.6k 67.50
Ishares Tr Esg Scrd S&p Mid (XJH) 0.3 $449k 13k 35.62
Vanguard Index Fds Value Etf (VTV) 0.3 $422k 3.0k 142.12
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $275k 3.3k 84.17
Ventas (VTR) 0.2 $247k 5.2k 47.27
Rbc Cad (RY) 0.2 $227k 2.4k 95.51
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $226k 3.6k 63.12
Abbott Laboratories (ABT) 0.2 $222k 2.0k 109.02
Ishares Msci Emerg Mrkt (EEMV) 0.2 $215k 3.9k 54.98
Walt Disney Company (DIS) 0.2 $215k 2.4k 89.28