0001838234-23-000004.txt : 20230508 0001838234-23-000004.hdr.sgml : 20230508 20230505201152 ACCESSION NUMBER: 0001838234-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hemington Wealth Management CENTRAL INDEX KEY: 0001838234 IRS NUMBER: 463425113 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20505 FILM NUMBER: 23895600 BUSINESS ADDRESS: STREET 1: 7651 LEESBURG PIKE CITY: FALLS CHURCH STATE: VA ZIP: 22043 BUSINESS PHONE: 703-828-2479 MAIL ADDRESS: STREET 1: 7651 LEESBURG PIKE CITY: FALLS CHURCH STATE: VA ZIP: 22043 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001838234 XXXXXXXX 03-31-2023 03-31-2023 Hemington Wealth Management
7651 LEESBURG PIKE FALLS CHURCH VA 22043
13F HOLDINGS REPORT 028-20505 N
Cindi Hill Filing Agent 6197955986 Cindi Hill San Diego CA 05-05-2023 0 101 247908 false
INFORMATION TABLE 2 hemington13fexport03312023.xml ABBOTT LABS COM 002824100 281 2775 SH SOLE 0 0 2775 ABBVIE INC COM 00287Y109 407 2558 SH SOLE 0 0 2558 ADOBE SYSTEMS INCORPORATED COM 00724F101 397 1032 SH SOLE 0 0 1032 ALPHABET INC CAP STK CL A 02079K305 673 6490 SH SOLE 0 0 6490 ALPHABET INC CAP STK CL C 02079K107 721 6941 SH SOLE 0 0 6941 AMAZON COM INC COM 023135106 1434 13889 SH SOLE 0 0 13889 AMERICAN EXPRESS CO COM 025816109 273 1658 SH SOLE 0 0 1658 AMERICAN TOWER CORP NEW COM 03027X100 328 1607 SH SOLE 0 0 1607 AMGEN INC COM 031162100 643 2661 SH SOLE 0 0 2661 APPLE INC COM 037833100 25120 152339 SH SOLE 0 0 152339 ASML HOLDING N V N Y REGISTRY SHS N07059210 227 334 SH SOLE 0 0 334 AT&T INC COM 00206R102 364 18927 SH SOLE 0 0 18927 AUTOMATIC DATA PROCESSING IN COM 053015103 414 1862 SH SOLE 0 0 1862 BANK AMERICA CORP COM 060505104 400 14010 SH SOLE 0 0 14010 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 830 2691 SH SOLE 0 0 2691 BROADCOM INC COM 11135F101 238 371 SH SOLE 0 0 371 BROOKFIELD CORP CL A LTD VT SH 11271J107 680 20877 SH SOLE 0 0 20877 CHEVRON CORP NEW COM 166764100 241 1481 SH SOLE 0 0 1481 CISCO SYS INC COM 17275R102 339 6493 SH SOLE 0 0 6493 COMCAST CORP NEW CL A 20030N101 246 6507 SH SOLE 0 0 6507 CONSOLIDATED EDISON INC COM 209115104 216 2260 SH SOLE 0 0 2260 COSTCO WHSL CORP NEW COM 22160K105 569 1146 SH SOLE 0 0 1146 DANAHER CORPORATION COM 235851102 236 936 SH SOLE 0 0 936 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 8472 190690 SH SOLE 0 0 190690 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 22627 888032 SH SOLE 0 0 888032 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1708 32416 SH SOLE 0 0 32416 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 499 11228 SH SOLE 0 0 11228 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 586 18204 SH SOLE 0 0 18204 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9505 412206 SH SOLE 0 0 412206 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5949 177712 SH SOLE 0 0 177712 DISNEY WALT CO COM 254687106 652 6512 SH SOLE 0 0 6512 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 173 13952 SH SOLE 0 0 13952 EVERSOURCE ENERGY COM 30040W108 327 4181 SH SOLE 0 0 4181 EXXON MOBIL CORP COM 30231G102 409 3738 SH SOLE 0 0 3738 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 279 3442 SH SOLE 0 0 3442 GRAINGER W W INC COM 384802104 823 1196 SH SOLE 0 0 1196 HOME DEPOT INC COM 437076102 730 2475 SH SOLE 0 0 2475 HONEYWELL INTL INC COM 438516106 251 1316 SH SOLE 0 0 1316 INTERNATIONAL BUSINESS MACHS COM 459200101 322 2463 SH SOLE 0 0 2463 INTUITIVE SURGICAL INC COM NEW 46120E602 1058 4144 SH SOLE 0 0 4144 ISHARES INC CORE MSCI EMKT 46434G103 1622 33259 SH SOLE 0 0 33259 ISHARES TR MSCI INTL VLU FT 46435G409 1251 50491 SH SOLE 0 0 50491 ISHARES TR ESG AW MSCI EAFE 46435G516 425 5922 SH SOLE 0 0 5922 ISHARES TR CORE MSCI INTL 46435G326 4505 74500 SH SOLE 0 0 74500 ISHARES TR MSCI USA MMENTM 46432F396 341 2456 SH SOLE 0 0 2456 ISHARES TR CORE S&P TTL STK 464287150 1992 22009 SH SOLE 0 0 22009 ISHARES TR SHORT TREAS BD 464288679 523 4735 SH SOLE 0 0 4735 ISHARES TR EAFE VALUE ETF 464288877 455 9383 SH SOLE 0 0 9383 ISHARES TR MSCI ACWI ETF 464288257 542 5949 SH SOLE 0 0 5949 ISHARES TR S&P 100 ETF 464287101 1599 8551 SH SOLE 0 0 8551 ISHARES TR MSCI EAFE ETF 464287465 1108 15499 SH SOLE 0 0 15499 ISHARES TR CORE S&P MCP ETF 464287507 320 1281 SH SOLE 0 0 1281 ISHARES TR CORE S&P500 ETF 464287200 1719 4182 SH SOLE 0 0 4182 ISHARES TR RUS 1000 VAL ETF 464287598 622 4087 SH SOLE 0 0 4087 ISHARES TR RUS 1000 GRW ETF 464287614 801 3279 SH SOLE 0 0 3279 JOHNSON & JOHNSON COM 478160104 2854 18419 SH SOLE 0 0 18419 JPMORGAN CHASE & CO COM 46625H100 1304 10010 SH SOLE 0 0 10010 LANZATECH GLOBAL INC COM 51655R101 443 114189 SH SOLE 0 0 114189 LIFESTANCE HEALTH GROUP INC COM 53228F101 4099 551735 SH SOLE 0 0 551735 LILLY ELI & CO COM 532457108 359 1047 SH SOLE 0 0 1047 LOWES COS INC COM 548661107 212 1064 SH SOLE 0 0 1064 MARATHON PETE CORP COM 56585A102 208 1545 SH SOLE 0 0 1545 MASTERCARD INCORPORATED CL A 57636Q104 586 1614 SH SOLE 0 0 1614 MCDONALDS CORP COM 580135101 360 1291 SH SOLE 0 0 1291 MERCK & CO INC COM 58933Y105 451 4241 SH SOLE 0 0 4241 META PLATFORMS INC CL A 30303M102 477 2253 SH SOLE 0 0 2253 MICROSOFT CORP COM 594918104 4468 15500 SH SOLE 0 0 15500 MORGAN STANLEY COM NEW 617446448 223 2542 SH SOLE 0 0 2542 NETFLIX INC COM 64110L106 481 1395 SH SOLE 0 0 1395 NEXTERA ENERGY INC COM 65339F101 2470 32055 SH SOLE 0 0 32055 NISOURCE INC COM 65473P105 229 8210 SH SOLE 0 0 8210 NVIDIA CORPORATION COM 67066G104 629 2265 SH SOLE 0 0 2265 OGE ENERGY CORP COM 670837103 386 10270 SH SOLE 0 0 10270 PROCTER AND GAMBLE CO COM 742718109 471 3170 SH SOLE 0 0 3170 QUALCOMM INC COM 747525103 350 2749 SH SOLE 0 0 2749 RLJ LODGING TR COM 74965L101 453 42777 SH SOLE 0 0 42777 SELECTIVE INS GROUP INC COM 816300107 308 3241 SH SOLE 0 0 3241 SKILLZ INC COM 83067L109 5 10081 SH SOLE 0 0 10081 SPDR S&P 500 ETF TR TR UNIT 78462F103 1380 3373 SH SOLE 0 0 3373 TELOS CORP MD COM 87969B101 37 15000 SH SOLE 0 0 15000 TESLA INC COM 88160R101 746 3598 SH SOLE 0 0 3598 TEXAS INSTRS INC COM 882508104 247 1333 SH SOLE 0 0 1333 THERMO FISHER SCIENTIFIC INC COM 883556102 294 511 SH SOLE 0 0 511 UNITEDHEALTH GROUP INC COM 91324P102 590 1250 SH SOLE 0 0 1250 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 924 12522 SH SOLE 0 0 12522 VANGUARD INDEX FDS GROWTH ETF 922908736 523 2098 SH SOLE 0 0 2098 VANGUARD INDEX FDS SML CP GRW ETF 922908595 476 2201 SH SOLE 0 0 2201 VANGUARD INDEX FDS VALUE ETF 922908744 19761 143083 SH SOLE 0 0 143083 VANGUARD INDEX FDS SM CP VAL ETF 922908611 738 4649 SH SOLE 0 0 4649 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3151 37950 SH SOLE 0 0 37950 VANGUARD INDEX FDS TOTAL STK MKT 922908769 45109 221016 SH SOLE 0 0 221016 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2197 5843 SH SOLE 0 0 5843 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5622 139177 SH SOLE 0 0 139177 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5532 50645 SH SOLE 0 0 50645 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3110 33779 SH SOLE 0 0 33779 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1192 24928 SH SOLE 0 0 24928 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 521 3386 SH SOLE 0 0 3386 VANGUARD STAR FDS VG TL INTL STK F 921909768 25348 459125 SH SOLE 0 0 459125 VANGUARD WORLD FD ESG US STK ETF 921910733 295 4123 SH SOLE 0 0 4123 VISA INC COM CL A 92826C839 551 2445 SH SOLE 0 0 2445 WALMART INC COM 931142103 266 1807 SH SOLE 0 0 1807