0001838234-23-000006.txt : 20231020
0001838234-23-000006.hdr.sgml : 20231020
20231020165936
ACCESSION NUMBER: 0001838234-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231020
DATE AS OF CHANGE: 20231020
EFFECTIVENESS DATE: 20231020
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: 231337622
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
09-30-2023
09-30-2023
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
10-20-2023
0
90
210373
false
INFORMATION TABLE
2
hemington13fexport09302023.xml
ABBOTT LABS
COM
002824100
222
2301
SH
SOLE
0
0
2301
ABBVIE INC
COM
00287Y109
335
2248
SH
SOLE
0
0
2248
ADOBE INC
COM
00724F101
483
948
SH
SOLE
0
0
948
ALPHABET INC
CAP STK CL A
02079K305
730
5586
SH
SOLE
0
0
5586
ALPHABET INC
CAP STK CL C
02079K107
1062
8055
SH
SOLE
0
0
8055
AMAZON COM INC
COM
023135106
1592
12524
SH
SOLE
0
0
12524
AMERICAN EXPRESS CO
COM
025816109
233
1562
SH
SOLE
0
0
1562
AMERICAN TOWER CORP NEW
COM
03027X100
248
1509
SH
SOLE
0
0
1509
AMGEN INC
COM
031162100
686
2554
SH
SOLE
0
0
2554
APPLE INC
COM
037833100
25403
148374
SH
SOLE
0
0
148374
AUTOMATIC DATA PROCESSING IN
COM
053015103
416
1732
SH
SOLE
0
0
1732
BANK AMERICA CORP
COM
060505104
345
12604
SH
SOLE
0
0
12604
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1354
3866
SH
SOLE
0
0
3866
BROADCOM INC
COM
11135F101
238
287
SH
SOLE
0
0
287
BROOKFIELD CORP
CL A LTD VT SH
11271J107
652
20877
SH
SOLE
0
0
20877
CARLYLE GROUP INC
COM
14316J108
1693
56151
SH
SOLE
0
0
56151
CISCO SYS INC
COM
17275R102
294
5474
SH
SOLE
0
0
5474
COMCAST CORP NEW
CL A
20030N101
308
6947
SH
SOLE
0
0
6947
COSTCO WHSL CORP NEW
COM
22160K105
616
1091
SH
SOLE
0
0
1091
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
5461
117328
SH
SOLE
0
0
117328
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
15344
585666
SH
SOLE
0
0
585666
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1701
32416
SH
SOLE
0
0
32416
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
478
10482
SH
SOLE
0
0
10482
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
483
14809
SH
SOLE
0
0
14809
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
8104
359871
SH
SOLE
0
0
359871
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
4316
126882
SH
SOLE
0
0
126882
DISNEY WALT CO
COM
254687106
428
5288
SH
SOLE
0
0
5288
ELI LILLY & CO
COM
532457108
447
834
SH
SOLE
0
0
834
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
195
13952
SH
SOLE
0
0
13952
EXXON MOBIL CORP
COM
30231G102
359
3055
SH
SOLE
0
0
3055
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
289
3442
SH
SOLE
0
0
3442
GRAINGER W W INC
COM
384802104
814
1178
SH
SOLE
0
0
1178
HOME DEPOT INC
COM
437076102
662
2193
SH
SOLE
0
0
2193
INTERNATIONAL BUSINESS MACHS
COM
459200101
303
2162
SH
SOLE
0
0
2162
INTUITIVE SURGICAL INC
COM NEW
46120E602
908
3109
SH
SOLE
0
0
3109
ISHARES INC
CORE MSCI EMKT
46434G103
566
11896
SH
SOLE
0
0
11896
ISHARES TR
MSCI USA MMENTM
46432F396
343
2456
SH
SOLE
0
0
2456
ISHARES TR
S&P 100 ETF
464287101
1715
8551
SH
SOLE
0
0
8551
ISHARES TR
EAFE VALUE ETF
464288877
474
9702
SH
SOLE
0
0
9702
ISHARES TR
MSCI ACWI ETF
464288257
438
4744
SH
SOLE
0
0
4744
ISHARES TR
CORE S&P TTL STK
464287150
2073
22009
SH
SOLE
0
0
22009
ISHARES TR
SHORT TREAS BD
464288679
363
3291
SH
SOLE
0
0
3291
ISHARES TR
ISHS 1-5YR INVS
464288646
270
5436
SH
SOLE
0
0
5436
ISHARES TR
MSCI EAFE ETF
464287465
1102
15997
SH
SOLE
0
0
15997
ISHARES TR
CORE S&P MCP ETF
464287507
412
1654
SH
SOLE
0
0
1654
ISHARES TR
CORE S&P500 ETF
464287200
2207
5141
SH
SOLE
0
0
5141
ISHARES TR
RUS 1000 VAL ETF
464287598
620
4087
SH
SOLE
0
0
4087
ISHARES TR
RUS 1000 GRW ETF
464287614
859
3231
SH
SOLE
0
0
3231
ISHARES TR
1 3 YR TREAS BD
464287457
218
2703
SH
SOLE
0
0
2703
ISHARES TR
MSCI INTL VLU FT
46435G409
1218
48057
SH
SOLE
0
0
48057
ISHARES TR
ESG AW MSCI EAFE
46435G516
409
5922
SH
SOLE
0
0
5922
ISHARES TR
CORE MSCI INTL
46435G326
3560
61095
SH
SOLE
0
0
61095
JOHNSON & JOHNSON
COM
478160104
2768
17775
SH
SOLE
0
0
17775
JPMORGAN CHASE & CO
COM
46625H100
1338
9233
SH
SOLE
0
0
9233
LIFESTANCE HEALTH GROUP INC
COM
53228F101
3172
461735
SH
SOLE
0
0
461735
MARATHON PETE CORP
COM
56585A102
208
1379
SH
SOLE
0
0
1379
MASTERCARD INCORPORATED
CL A
57636Q104
787
1988
SH
SOLE
0
0
1988
MCDONALDS CORP
COM
580135101
300
1139
SH
SOLE
0
0
1139
MERCK & CO INC
COM
58933Y105
381
3705
SH
SOLE
0
0
3705
META PLATFORMS INC
CL A
30303M102
544
1813
SH
SOLE
0
0
1813
MICROSOFT CORP
COM
594918104
4383
13884
SH
SOLE
0
0
13884
NETFLIX INC
COM
64110L106
485
1287
SH
SOLE
0
0
1287
NEXTERA ENERGY INC
COM
65339F101
1092
19067
SH
SOLE
0
0
19067
NVIDIA CORPORATION
COM
67066G104
792
1823
SH
SOLE
0
0
1823
PROCTER AND GAMBLE CO
COM
742718109
388
2662
SH
SOLE
0
0
2662
QUALCOMM INC
COM
747525103
281
2536
SH
SOLE
0
0
2536
RLJ LODGING TR
COM
74965L101
418
42777
SH
SOLE
0
0
42777
SELECTIVE INS GROUP INC
COM
816300107
330
3203
SH
SOLE
0
0
3203
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1520
3558
SH
SOLE
0
0
3558
TELOS CORP MD
COM
87969B101
35
15000
SH
SOLE
0
0
15000
TESLA INC
COM
88160R101
800
3201
SH
SOLE
0
0
3201
THERMO FISHER SCIENTIFIC INC
COM
883556102
223
442
SH
SOLE
0
0
442
UNITEDHEALTH GROUP INC
COM
91324P102
544
1080
SH
SOLE
0
0
1080
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
904
12957
SH
SOLE
0
0
12957
VANGUARD INDEX FDS
GROWTH ETF
922908736
571
2098
SH
SOLE
0
0
2098
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
463
2165
SH
SOLE
0
0
2165
VANGUARD INDEX FDS
VALUE ETF
922908744
16832
122038
SH
SOLE
0
0
122038
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
741
4649
SH
SOLE
0
0
4649
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2396
31674
SH
SOLE
0
0
31674
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2308
5878
SH
SOLE
0
0
5878
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
38871
183001
SH
SOLE
0
0
183001
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3103
33309
SH
SOLE
0
0
33309
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4580
116813
SH
SOLE
0
0
116813
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3492
32886
SH
SOLE
0
0
32886
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
876
18544
SH
SOLE
0
0
18544
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
526
3386
SH
SOLE
0
0
3386
VANGUARD STAR FDS
VG TL INTL STK F
921909768
18830
351832
SH
SOLE
0
0
351832
VANGUARD WORLD FD
ESG US STK ETF
921910733
311
4137
SH
SOLE
0
0
4137
VISA INC
COM CL A
92826C839
499
2171
SH
SOLE
0
0
2171
WALMART INC
COM
931142103
232
1454
SH
SOLE
0
0
1454