0001786241-23-000005.txt : 20230719 0001786241-23-000005.hdr.sgml : 20230719 20230719143432 ACCESSION NUMBER: 0001786241-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 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: 231096416 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 X0202 13F-HR LIVE false true true 0001786241 XXXXXXXX 06-30-2023 06-30-2023 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 N Wesley Pitman 9194011500 Wesley Pitman Chapel Hill NC 07-19-2023 0 35 135613100 false INFORMATION TABLE 2 HilltopWealth_13f.xml ABBOTT LABS COM 002824100 222292 2039 SH SOLE 0 0 0 2039 DISNEY WALT CO COM 254687106 214808 2406 SH SOLE 0 0 0 2406 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 225983 3580 SH SOLE 0 0 0 3580 ISHARES INC ESG AWR MSCI EM 46434G863 786019 24850 SH SOLE 0 0 0 24850 ISHARES INC MSCI EMERG MRKT 464286533 215423 3918 SH SOLE 0 0 0 3918 ISHARES TR CORE S&P US GWT 464287671 24363573 249525 SH SOLE 0 0 0 249525 ISHARES TR CORE S&P US VLU 464287663 2252590 28783 SH SOLE 0 0 0 28783 ISHARES TR ESG AW MSCI EAFE 46435G516 1866549 25594 SH SOLE 0 0 0 25594 ISHARES TR MSCI KLD400 SOC 464288570 275068 3268 SH SOLE 0 0 0 3268 ISHARES TR CORE MSCI INTL 46435G326 2403616 39326 SH SOLE 0 0 0 39326 ISHARES TR ESG AWR MSCI USA 46435G425 576281 5913 SH SOLE 0 0 0 5913 ISHARES TR CORE S&P MCP ETF 464287507 804867 3078 SH SOLE 0 0 0 3078 ISHARES TR CORE MSCI EAFE 46432F842 514903 7628 SH SOLE 0 0 0 7628 ISHARES TR S&P 500 VAL ETF 464287408 4455951 27644 SH SOLE 0 0 0 27644 ISHARES TR RUS MID CAP ETF 464287499 1305192 17872 SH SOLE 0 0 0 17872 ISHARES TR S&P 500 GRWT ETF 464287309 3265204 46328 SH SOLE 0 0 0 46328 ISHARES TR MSCI USA ESG SLC 464288802 1788233 19097 SH SOLE 0 0 0 19097 ISHARES TR CORE S&P500 ETF 464287200 19522027 43800 SH SOLE 0 0 0 43800 ISHARES TR ESG SCRD S&P MID 46436E551 448568 12593 SH SOLE 0 0 0 12593 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 19674682 355588 SH SOLE 0 0 0 355588 MICROSOFT CORP COM 594918104 548610 1611 SH SOLE 0 0 0 1611 ROYAL BK CDA COM 780087102 226932 2376 SH SOLE 0 0 0 2376 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 803914 10726 SH SOLE 0 0 0 10726 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4855382 68357 SH SOLE 0 0 0 68357 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20165227 151927 SH SOLE 0 0 0 151927 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 809340 23541 SH SOLE 0 0 0 23541 VANGUARD INDEX FDS GROWTH ETF 922908736 912416 3225 SH SOLE 0 0 0 3225 VANGUARD INDEX FDS VALUE ETF 922908744 422389 2972 SH SOLE 0 0 0 2972 VANGUARD INDEX FDS MID CAP ETF 922908629 3740242 16989 SH SOLE 0 0 0 16989 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3466693 85219 SH SOLE 0 0 0 85219 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6936175 150199 SH SOLE 0 0 0 150199 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3063835 13020 SH SOLE 0 0 0 13020 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1884441 18162 SH SOLE 0 0 0 18162 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2348453 15010 SH SOLE 0 0 0 15010 VENTAS INC COM 92276F100 247222 5230 SH SOLE 0 0 0 5230