0001786241-22-000001.txt : 20220119 0001786241-22-000001.hdr.sgml : 20220119 20220119160019 ACCESSION NUMBER: 0001786241-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22538685 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 12-31-2021 12-31-2021 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 Glen Allen VA 01-19-2022 0 36 144002 false INFORMATION TABLE 2 hilltopwealth_13f_2022q1.xml DISNEY WALT CO COM 254687106 356 2298 SH SOLE 0 0 0 2298 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 12127 798853 SH SOLE 0 0 0 798853 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 415 6038 SH SOLE 0 0 0 6038 HEALTHPEAK PROPERTIES INC COM 42250P103 294 8143 SH SOLE 0 0 0 8143 HIGHWOODS PPTYS INC COM 431284108 317 7100 SH SOLE 0 0 0 7100 HOME DEPOT INC COM 437076102 396 955 SH SOLE 0 0 0 955 ISHARES INC ESG AWR MSCI EM 46434G863 821 20653 SH SOLE 0 0 0 20653 ISHARES INC MSCI EMERG MRKT 464286533 459 7301 SH SOLE 0 0 0 7301 ISHARES TR S&P 500 VAL ETF 464287408 5880 37543 SH SOLE 0 0 0 37543 ISHARES TR ESG AWARE MSCI 46435U663 761 18883 SH SOLE 0 0 0 18883 ISHARES TR NATIONAL MUN ETF 464288414 14518 124851 SH SOLE 0 0 0 124851 ISHARES TR MSCI USA ESG SLC 464288802 1202 11310 SH SOLE 0 0 0 11310 ISHARES TR GL CLEAN ENE ETF 464288224 529 25005 SH SOLE 0 0 0 25005 ISHARES TR CORE MSCI TOTAL 46432F834 205 2885 SH SOLE 0 0 0 2885 ISHARES TR MSCI USA MIN VOL 46429B697 12137 150025 SH SOLE 0 0 0 150025 ISHARES TR CORE S&P SCP ETF 464287804 18255 159422 SH SOLE 0 0 0 159422 ISHARES TR S&P 500 GRWT ETF 464287309 28150 336435 SH SOLE 0 0 0 336435 ISHARES TR MSCI EAFE MIN VL 46429B689 293 3814 SH SOLE 0 0 0 3814 ISHARES TR CORE MSCI EAFE 46432F842 698 9353 SH SOLE 0 0 0 9353 ISHARES TR CORE S&P500 ETF 464287200 365 766 SH SOLE 0 0 0 766 ISHARES TR ESG AW MSCI EAFE 46435G516 1727 21736 SH SOLE 0 0 0 21736 ISHARES TR CORE S&P MCP ETF 464287507 1476 5213 SH SOLE 0 0 0 5213 JOHNSON & JOHNSON COM 478160104 356 2079 SH SOLE 0 0 0 2079 JPMORGAN CHASE & CO COM 46625H100 307 1936 SH SOLE 0 0 0 1936 MICROSOFT CORP COM 594918104 509 1514 SH SOLE 0 0 0 1514 ROYAL BK CDA COM 780087102 252 2376 SH SOLE 0 0 0 2376 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5032 62564 SH SOLE 0 0 0 62564 VANGUARD INDEX FDS MID CAP ETF 922908629 5324 20898 SH SOLE 0 0 0 20898 VANGUARD INDEX FDS LARGE CAP ETF 922908637 251 1136 SH SOLE 0 0 0 1136 VANGUARD INDEX FDS GROWTH ETF 922908736 551 1718 SH SOLE 0 0 0 1718 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6025 121819 SH SOLE 0 0 0 121819 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12760 249896 SH SOLE 0 0 0 249896 VANGUARD WORLD FD MEGA CAP INDEX 921910873 4730 28140 SH SOLE 0 0 0 28140 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2332 21835 SH SOLE 0 0 0 21835 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3925 15053 SH SOLE 0 0 0 15053 VENTAS INC COM 92276F100 267 5230 SH SOLE 0 0 0 5230