0001786241-20-000005.txt : 20200709
0001786241-20-000005.hdr.sgml : 20200709
20200709080544
ACCESSION NUMBER: 0001786241-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200709
DATE AS OF CHANGE: 20200709
EFFECTIVENESS DATE: 20200709
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: 201019559
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
06-30-2020
06-30-2020
HILLTOP WEALTH ADVISORS, LLC
6340 QUADRANGLE DRIVE
SUITE 100
CHAPEL HILL
NC
27517
13F HOLDINGS REPORT
028-19735
N
Lance Whittemore
Consultant
804 521-6016
Lance Whittemore
Glen Allen
VA
07-09-2020
0
30
91338
false
INFORMATION TABLE
2
HilltopWealth_13f_20200630.xml
ISHARES INC
ESG MSCI EM ETF
46434G863
250
7792
SH
SOLE
0
0
0
7792
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
8723
224867
SH
SOLE
0
0
0
224867
DISNEY WALT CO
COM DISNEY
254687106
323
2898
SH
SOLE
0
0
0
2898
ISHARES TR
NATIONAL MUN ETF
464288414
14296
123878
SH
SOLE
0
0
0
123878
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7269
192048
SH
SOLE
0
0
0
192048
VANGUARD INDEX FDS
GROWTH ETF
922908736
380
1879
SH
SOLE
0
0
0
1879
ISHARES TR
MSCI MIN VOL ETF
46429B697
7634
125912
SH
SOLE
0
0
0
125912
ISHARES TR
GL CLEAN ENE ETF
464288224
144
11526
SH
SOLE
0
0
0
11526
JPMORGAN CHASE & CO
COM
46625H100
201
2136
SH
SOLE
0
0
0
2136
ISHARES TR
ESG MSCI EAFE
46435G516
489
8073
SH
SOLE
0
0
0
8073
VANGUARD INDEX FDS
MID CAP ETF
922908629
5242
31980
SH
SOLE
0
0
0
31980
FIDELITY COVINGTON TR
MSCI HLTH CARE I
316092600
300
6035
SH
SOLE
0
0
0
6035
HEALTHPEAK PROPERTIES INC
COM
42250P103
224
8143
SH
SOLE
0
0
0
8143
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
3489
31873
SH
SOLE
0
0
0
31873
HOME DEPOT INC
COM
437076102
301
1201
SH
SOLE
0
0
0
1201
HIGHWOODS PPTYS INC
COM
431284108
265
7100
SH
SOLE
0
0
0
7100
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
3307
20227
SH
SOLE
0
0
0
20227
ISHARES INC
MIN VOL EMRG MKT
464286533
378
7274
SH
SOLE
0
0
0
7274
ISHARES TR
S&P 500 GRWT ETF
464287309
20759
100049
SH
SOLE
0
0
0
100049
MICROSOFT CORP
COM
594918104
308
1514
SH
SOLE
0
0
0
1514
ISHARES TR
CORE MSCI EAFE
46432F842
566
9905
SH
SOLE
0
0
0
9905
ISHARES TR
CORE S&P MCP ETF
464287507
964
5423
SH
SOLE
0
0
0
5423
ISHARES TR
S&P 500 VAL ETF
464287408
3571
33004
SH
SOLE
0
0
0
33004
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
1723
23536
SH
SOLE
0
0
0
23536
ISHARES TR
MIN VOL EAFE ETF
46429B689
442
6696
SH
SOLE
0
0
0
6696
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4744
119757
SH
SOLE
0
0
0
119757
ISHARES TR
CORE S&P500 ETF
464287200
260
840
SH
SOLE
0
0
0
840
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
4494
85405
SH
SOLE
0
0
0
85405
JOHNSON & JOHNSON
COM
478160104
292
2079
SH
SOLE
0
0
0
2079