HILLTOP WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chapel Hill, NC
CIK
0001786241
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 42 175,401 IUSG, JEPI, IVV, VTEB 13F-HR 1/17/2024 000178624124000001
Q3 2023 36 129,212 IUSG, XLV, JEPI, IVV 13F-HR 10/16/2023 000178624123000006
Q2 2023 35 135,613 IUSG, XLV, JEPI, IVV 13F-HR 7/19/2023 000178624123000005
Q1 2023 37 124,295 IUSG, XLV, IVV, IJR 13F-HR 4/19/2023 000178624123000004
Q4 2022 39 117,894 XLV, IUSG, IVV, IJR 13F-HR 2/2/2023 000178624123000003
Q3 2022 36 97,291 IUSG, XLRE, IJR, VEA 13F-HR 11/10/2022 000178624122000007
Q2 2022 30 102,647 XLRE, IUSG, IJR, VEA 13F-HR 7/15/2022 000178624122000004
Q1 2022 30 117,439 IVW, XLRE, IJR, VEA 13F-HR 4/19/2022 000178624122000003
Q4 2021 36 144,002 IVW, IJR, MUB, VEA 13F-HR 1/19/2022 000178624122000001
Q3 2021 36 142,379 IVW, MUB, IJR, VEA 13F-HR 10/21/2021 000178624121000005
Q2 2021 36 141,353 IVW, MUB, IJR, VEA 13F-HR 7/12/2021 000178624121000004
Q1 2021 36 130,773 IVW, MUB, IJR, VEA 13F-HR 4/13/2021 000178624121000003
Q4 2020 33 112,293 IVW, MUB, VEA, USMV 13F-HR 1/15/2021 000178624121000002
Q3 2020 30 98,752 IVW, MUB, VEA, USMV 13F-HR 10/21/2020 000178624120000008
Q2 2020 29 91,338 IVW, MUB, VEA, USMV 13F-HR 7/9/2020 000178624120000005
Q1 2020 25 81,912 EFAV, IVW, USMV, VO 13F-HR 4/3/2020 000178624120000004
Q4 2019 29 96,412 EFAV, IVW, USMV, VO 13F-HR 2/3/2020 000178624120000003