0001786241-22-000003.txt : 20220419
0001786241-22-000003.hdr.sgml : 20220419
20220419164602
ACCESSION NUMBER: 0001786241-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220419
DATE AS OF CHANGE: 20220419
EFFECTIVENESS DATE: 20220419
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: 22835385
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
03-31-2022
03-31-2022
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
04-19-2022
0
30
117439
false
INFORMATION TABLE
2
202204_hwa_13f.xml
DISNEY WALT CO
COM
254687106
315
2298
SH
SOLE
0
0
0
2298
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
316092402
232
11097
SH
SOLE
0
0
0
11097
HEALTHPEAK PROPERTIES INC
COM
42250P103
280
8143
SH
SOLE
0
0
0
8143
ISHARES INC
ESG AWR MSCI EM
46434G863
1063
28935
SH
SOLE
0
0
0
28935
ISHARES INC
MSCI EMERG MRKT
464286533
264
4324
SH
SOLE
0
0
0
4324
ISHARES TR
ESG AW MSCI EAFE
46435G516
2183
29604
SH
SOLE
0
0
0
29604
ISHARES TR
CORE S&P SCP ETF
464287804
16924
156875
SH
SOLE
0
0
0
156875
ISHARES TR
ESG AWARE MSCI
46435U663
983
25848
SH
SOLE
0
0
0
25848
ISHARES TR
S&P 500 GRWT ETF
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25518
334090
SH
SOLE
0
0
0
334090
ISHARES TR
CORE MSCI EAFE
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656
9438
SH
SOLE
0
0
0
9438
ISHARES TR
S&P 500 VAL ETF
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5742
36876
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SOLE
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36876
ISHARES TR
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3084
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SOLE
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ISHARES TR
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ISHARES TR
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MSCI USA ESG SLC
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JOHNSON & JOHNSON
COM
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368
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JPMORGAN CHASE & CO
COM
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264
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SH
SOLE
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0
0
1936
MICROSOFT CORP
COM
594918104
467
1514
SH
SOLE
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0
0
1514
ROYAL BK CDA
COM
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262
2376
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SOLE
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0
0
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SCHWAB STRATEGIC TR
US MID-CAP ETF
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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MID CAP ETF
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GROWTH ETF
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SOLE
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VANGUARD INDEX FDS
LARGE CAP ETF
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FTSE EMR MKT ETF
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FTSE DEV MKT ETF
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VANGUARD WORLD FD
MEGA CAP INDEX
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MEGA GRWTH IND
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0
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VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
2218
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SH
SOLE
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VENTAS INC
COM
92276F100
323
5230
SH
SOLE
0
0
0
5230