0001786241-20-000008.txt : 20201021
0001786241-20-000008.hdr.sgml : 20201021
20201021151206
ACCESSION NUMBER: 0001786241-20-000008
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: 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: 201250447
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
true
false
0001786241
XXXXXXXX
09-30-2020
09-30-2020
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
POWHATAN
VA
10-21-2020
0
30
98752
false
INFORMATION TABLE
2
HilltopWealth_13f_20200930.xml
ISHARES TR
NATIONAL MUN ETF
464288414
16557
142818
SH
SOLE
0
0
0
142818
DISNEY WALT CO
COM DISNEY
254687106
360
2898
SH
SOLE
0
0
0
2898
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6040
201662
SH
SOLE
0
0
0
201662
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
9328
228073
SH
SOLE
0
0
0
228073
ISHARES TR
MSCI USA MIN VOL
46429B697
8251
129472
SH
SOLE
0
0
0
129472
ISHARES TR
ESG AW MSCI EAFE
46435G516
481
7572
SH
SOLE
0
0
0
7572
VANGUARD INDEX FDS
GROWTH ETF
922908736
412
1811
SH
SOLE
0
0
0
1811
ISHARES INC
ESG AWR MSCI EM
46434G863
266
7481
SH
SOLE
0
0
0
7481
ISHARES TR
GL CLEAN ENE ETF
464288224
199
10751
SH
SOLE
0
0
0
10751
ISHARES INC
MSCI EMERG MRKT
464286533
401
7274
SH
SOLE
0
0
0
7274
JPMORGAN CHASE & CO
COM
46625H100
206
2136
SH
SOLE
0
0
0
2136
ISHARES TR
MSCI EAFE MIN VL
46429B689
359
5271
SH
SOLE
0
0
0
5271
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
318
6044
SH
SOLE
0
0
0
6044
VANGUARD INDEX FDS
MID CAP ETF
922908629
5574
31621
SH
SOLE
0
0
0
31621
HEALTHPEAK PROPERTIES INC
COM
42250P103
221
8143
SH
SOLE
0
0
0
8143
HOME DEPOT INC
COM
437076102
285
1025
SH
SOLE
0
0
0
1025
HIGHWOODS PPTYS INC
COM
431284108
238
7100
SH
SOLE
0
0
0
7100
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
3747
31249
SH
SOLE
0
0
0
31249
VENTAS INC
COM
92276F100
219
5230
SH
SOLE
0
0
0
5230
ISHARES TR
S&P 500 GRWT ETF
464287309
23240
100571
SH
SOLE
0
0
0
100571
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
3690
19901
SH
SOLE
0
0
0
19901
ISHARES TR
CORE MSCI EAFE
46432F842
591
9810
SH
SOLE
0
0
0
9810
MICROSOFT CORP
COM
594918104
318
1514
SH
SOLE
0
0
0
1514
ISHARES TR
CORE S&P MCP ETF
464287507
1007
5432
SH
SOLE
0
0
0
5432
ISHARES TR
S&P 500 VAL ETF
464287408
3902
34703
SH
SOLE
0
0
0
34703
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
1799
23459
SH
SOLE
0
0
0
23459
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5262
121681
SH
SOLE
0
0
0
121681
ISHARES TR
CORE S&P500 ETF
464287200
282
840
SH
SOLE
0
0
0
840
JOHNSON & JOHNSON
COM
478160104
310
2079
SH
SOLE
0
0
0
2079
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
4889
88115
SH
SOLE
0
0
0
88115