0001786241-20-000004.txt : 20200403
0001786241-20-000004.hdr.sgml : 20200403
20200403112001
ACCESSION NUMBER: 0001786241-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200403
DATE AS OF CHANGE: 20200403
EFFECTIVENESS DATE: 20200403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HILLTOP WEALTH ADVISORS, LLC
CENTRAL INDEX KEY: 0001786241
IRS NUMBER: 812450574
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19735
FILM NUMBER: 20772202
BUSINESS ADDRESS:
STREET 1: 6340 QUADRANGLE DRIVE
STREET 2: SUITE 100
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
BUSINESS PHONE: 919-401-1500
MAIL ADDRESS:
STREET 1: 6340 QUADRANGLE DRIVE
STREET 2: SUITE 100
CITY: CHAPEL HILL
STATE: NC
ZIP: 27517
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001786241
XXXXXXXX
03-31-2020
03-31-2020
HILLTOP WEALTH ADVISORS, LLC
6340 QUADRANGLE DRIVE
SUITE 100
CHAPEL HILL
NC
27517
13F HOLDINGS REPORT
028-19735
N
Lance Whittemore
Consultant
8045216016
Lance Whittemore
Glen Allen
VA
04-03-2020
0
25
91912
false
INFORMATION TABLE
2
HilltopWealth_13f.xml
ISHARES TR
S&P 500 VAL ETF
464287408
2983
30991
SH
SOLE
0
0
0
30991
MICROSOFT CORP
COM
594918104
239
1514
SH
SOLE
0
0
0
1514
HOME DEPOT INC
COM
437076102
224
1201
SH
SOLE
0
0
0
1201
ISHARES TR
CORE MSCI TOTAL
46432F834
238
5069
SH
SOLE
0
0
0
5069
ISHARES TR
ESG MSCI EAFE
46435G516
453
8523
SH
SOLE
0
0
0
8523
ISHARES TR
CORE S&P500 ETF
464287200
301
1167
SH
SOLE
0
0
0
1167
DISNEY WALT CO
COM DISNEY
254687106
280
2898
SH
SOLE
0
0
0
2898
FIDELITY COVINGTON TR
MSCI HLTH CARE I
316092600
390
9080
SH
SOLE
0
0
0
9080
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
407
12196
SH
SOLE
0
0
0
12196
ISHARES TR
MIN VOL EAFE ETF
46429B689
26536
427663
SH
SOLE
0
0
0
427663
ISHARES INC
ESG MSCI EM ETF
46434G863
208
7614
SH
SOLE
0
0
0
7614
JPMORGAN CHASE & CO
COM
46625H100
274
3039
SH
SOLE
0
0
0
3039
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
3440
37829
SH
SOLE
0
0
0
37829
ISHARES INC
MIN VOL EMRG MKT
464286533
4319
92052
SH
SOLE
0
0
0
92052
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
1669
25291
SH
SOLE
0
0
0
25291
VANGUARD INDEX FDS
GROWTH ETF
922908736
325
2072
SH
SOLE
0
0
0
2072
JOHNSON & JOHNSON
COM
478160104
273
2079
SH
SOLE
0
0
0
2079
VANGUARD INDEX FDS
MID CAP ETF
922908629
4487
34082
SH
SOLE
0
0
0
34082
ISHARES TR
MSCI MIN VOL ETF
46429B697
8720
161452
SH
SOLE
0
0
0
161452
HIGHWOODS PPTYS INC
COM
431284108
251
7100
SH
SOLE
0
0
0
7100
ISHARES TR
NATIONAL MUN ETF
464288414
294
2604
SH
SOLE
0
0
0
2604
ISHARES TR
S&P 500 GRWT ETF
464287309
17815
107935
SH
SOLE
0
0
0
107935
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
3028
23829
SH
SOLE
0
0
0
23829
ISHARES TR
CORE MSCI EAFE
46432F842
509
10203
SH
SOLE
0
0
0
10203
ISHARES TR
CORE S&P MCP ETF
464287507
4249
29534
SH
SOLE
0
0
0
29534