0001786241-21-000004.txt : 20210712 0001786241-21-000004.hdr.sgml : 20210712 20210712142256 ACCESSION NUMBER: 0001786241-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210712 DATE AS OF CHANGE: 20210712 EFFECTIVENESS DATE: 20210712 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: 211085293 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 06-30-2021 06-30-2021 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 N Lance Whittemore 804 521-6016 Lance Whittemore Powhatan VA 07-12-2021 0 36 141353 false INFORMATION TABLE 2 2021q2HilltopWealth_13f.xml ISHARES TR NATIONAL MUN ETF 464288414 19450 165954 SH SOLE 0 0 0 165954 DISNEY WALT CO COM 254687106 404 2298 SH SOLE 0 0 0 2298 VANGUARD INDEX FDS LARGE CAP ETF 922908637 238 1184 SH SOLE 0 0 0 1184 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13230 256800 SH SOLE 0 0 0 256800 ISHARES TR MSCI USA MIN VOL 46429B697 10302 139949 SH SOLE 0 0 0 139949 ISHARES TR ESG AW MSCI EAFE 46435G516 1180 14936 SH SOLE 0 0 0 14936 VANGUARD INDEX FDS GROWTH ETF 922908736 505 1762 SH SOLE 0 0 0 1762 ISHARES INC ESG AWR MSCI EM 46434G863 614 13602 SH SOLE 0 0 0 13602 ISHARES TR GL CLEAN ENE ETF 464288224 361 15368 SH SOLE 0 0 0 15368 ROYAL BK CDA COM 780087102 241 2376 SH SOLE 0 0 0 2376 ISHARES TR CORE MSCI TOTAL 46432F834 211 2885 SH SOLE 0 0 0 2885 ISHARES INC MSCI EMERG MRKT 464286533 468 7292 SH SOLE 0 0 0 7292 JPMORGAN CHASE & CO COM 46625H100 332 2136 SH SOLE 0 0 0 2136 ISHARES TR CORE S&P SCP ETF 464287804 17326 153356 SH SOLE 0 0 0 153356 ISHARES TR MSCI EAFE MIN VL 46429B689 288 3814 SH SOLE 0 0 0 3814 VANGUARD INDEX FDS MID CAP ETF 922908629 5203 21922 SH SOLE 0 0 0 21922 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 11943 809691 SH SOLE 0 0 0 809691 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 384 6022 SH SOLE 0 0 0 6022 HEALTHPEAK PROPERTIES INC COM 42250P103 271 8143 SH SOLE 0 0 0 8143 VANGUARD WORLD FD MEGA CAP INDEX 921910873 4413 28970 SH SOLE 0 0 0 28970 HOME DEPOT INC COM 437076102 327 1025 SH SOLE 0 0 0 1025 HIGHWOODS PPTYS INC COM 431284108 321 7100 SH SOLE 0 0 0 7100 ISHARES TR ESG AWARE MSCI 46435U663 534 13230 SH SOLE 0 0 0 13230 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3771 16297 SH SOLE 0 0 0 16297 VENTAS INC COM 92276F100 299 5230 SH SOLE 0 0 0 5230 ISHARES TR S&P 500 GRWT ETF 464287309 26141 359425 SH SOLE 0 0 0 359425 ISHARES TR CORE MSCI EAFE 46432F842 700 9353 SH SOLE 0 0 0 9353 MICROSOFT CORP COM 594918104 410 1514 SH SOLE 0 0 0 1514 ISHARES TR CORE S&P MCP ETF 464287507 1397 5198 SH SOLE 0 0 0 5198 ISHARES TR S&P 500 VAL ETF 464287408 5352 36249 SH SOLE 0 0 0 36249 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2250 22590 SH SOLE 0 0 0 22590 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6321 116378 SH SOLE 0 0 0 116378 ISHARES TR CORE S&P500 ETF 464287200 352 820 SH SOLE 0 0 0 820 ISHARES TR MSCI USA ESG SLC 464288802 621 6498 SH SOLE 0 0 0 6498 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4851 61975 SH SOLE 0 0 0 61975 JOHNSON & JOHNSON COM 478160104 342 2079 SH SOLE 0 0 0 2079