0001214659-20-008771.txt : 20201021
0001214659-20-008771.hdr.sgml : 20201021
20201021152049
ACCESSION NUMBER: 0001214659-20-008771
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201021
DATE AS OF CHANGE: 20201021
EFFECTIVENESS DATE: 20201021
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hillcrest Wealth Advisors - NY, LLC
CENTRAL INDEX KEY: 0001767121
IRS NUMBER: 371462187
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19076
FILM NUMBER: 201250466
BUSINESS ADDRESS:
STREET 1: 101 CRAWFORDS CORNER ROAD, SUITE 1311
CITY: HOLMDEL
STATE: NJ
ZIP: 07733
BUSINESS PHONE: 7328374455
MAIL ADDRESS:
STREET 1: 101 CRAWFORDS CORNER ROAD, SUITE 1311
CITY: HOLMDEL
STATE: NJ
ZIP: 07733
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001767121
XXXXXXXX
09-30-2020
09-30-2020
false
Hillcrest Wealth Advisors - NY, LLC
101 CRAWFORDS CORNER ROAD, SUITE 1311
HOLMDEL
NJ
07733
13F HOLDINGS REPORT
028-19076
N
Danny A Yu
CEO
732-837-4455
Danny A Yu
Holmdel
NJ
10-21-2020
0
59
140635
INFORMATION TABLE
2
infotable.xml
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
517
3232
SH
SOLE
3232
0
0
ALPHABET INC
CAP STK CL A
02079K305
755
515
SH
SOLE
515
0
0
ANTHEM INC
COM
036752103
923
3437
SH
SOLE
3437
0
0
APPLE INC
COM
037833100
1506
13000
SH
SOLE
13000
0
0
BK OF AMERICA CORP
COM
060505104
724
30034
SH
SOLE
30034
0
0
BARRICK GOLD CORP
COM
067901108
281
10000
SH
SOLE
10000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6352
29831
SH
SOLE
29831
0
0
BOEING CO
COM
097023105
461
2789
SH
SOLE
2789
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1183
19625
SH
SOLE
19625
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2570
85818
SH
SOLE
85818
0
0
FACEBOOK INC
CL A
30303M102
535
2043
SH
SOLE
2043
0
0
GANNETT CO INC
COM
36472T109
74
56629
SH
SOLE
56629
0
0
GLOBAL PMTS INC
COM
37940X102
4637
26113
SH
SOLE
26113
0
0
HCA HEALTHCARE INC
COM
40412C101
997
8000
SH
SOLE
8000
0
0
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
216
16550
SH
SOLE
16550
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
3839
36895
SH
SOLE
36895
0
0
ISHARES TR
CHINA LG-CAP ETF
464287184
645
15350
SH
SOLE
15350
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
335
6350
SH
SOLE
6350
0
0
ISHARES TR
CORE US AGGBD ET
464287226
4686
39691
SH
SOLE
39691
0
0
ISHARES GOLD TRUST
ISHARES
464285105
189
10500
SH
SOLE
10500
0
0
ISHARES TR
MSCI EAFE ETF
464287465
255
4000
SH
SOLE
4000
0
0
ISHARES TR
RUS 1000 ETF
464287622
1894
10120
SH
SOLE
10120
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
3868
17836
SH
SOLE
17836
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
3982
33707
SH
SOLE
33707
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
7266
48505
SH
SOLE
48505
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
6900
31150
SH
SOLE
31150
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
6358
64005
SH
SOLE
64005
0
0
ISHARES SILVER TR
ISHARES
46428Q109
249
11500
SH
SOLE
11500
0
0
ISHARES TR
TIPS BD ETF
464287176
1312
10375
SH
SOLE
10375
0
0
JPMORGAN CHASE & CO
COM
46625H100
1013
10518
SH
SOLE
10518
0
0
ONCONOVA THERAPEUTICS INC
COM PAR
68232V405
70
250847
SH
SOLE
250847
0
0
PRIMERICA INC
COM
74164M108
748
6608
SH
SOLE
6608
0
0
RAYMOND JAMES FINL INC
COM
754730109
364
5000
SH
SOLE
5000
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
866
8213
SH
SOLE
8213
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
227
2950
SH
SOLE
2950
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
333
5600
SH
SOLE
5600
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
873
36275
SH
SOLE
36275
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
567
5437
SH
SOLE
5437
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
329
2238
SH
SOLE
2238
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
205
3200
SH
SOLE
3200
0
0
SPDR GOLD TR
GOLD SHS
78463V107
498
2813
SH
SOLE
2813
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14873
44412
SH
SOLE
44412
0
0
SPDR SER TR
S&P BIOTECH
78464A870
329
2950
SH
SOLE
2950
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
2472
26751
SH
SOLE
26751
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
944
3028
SH
SOLE
3028
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
10842
214898
SH
SOLE
214898
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3157
77194
SH
SOLE
77194
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3831
88591
SH
SOLE
88591
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
3685
16191
SH
SOLE
16191
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1331
4275
SH
SOLE
4275
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1131
11805
SH
SOLE
11805
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
219
1400
SH
SOLE
1400
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1236
15650
SH
SOLE
15650
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
18330
59580
SH
SOLE
59580
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1391
16753
SH
SOLE
16753
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
204
1200
SH
SOLE
1200
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
3716
35558
SH
SOLE
35558
0
0
VERITEX HLDGS INC
COM
923451108
241
14142
SH
SOLE
14142
0
0
DBX ETF TR
XTRACK MSCI EAFE
233051200
3101
101340
SH
SOLE
101340
0
0