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 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