0001786241-20-000003.txt : 20200203 0001786241-20-000003.hdr.sgml : 20200203 20200203172707 ACCESSION NUMBER: 0001786241-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200203 DATE AS OF CHANGE: 20200203 EFFECTIVENESS DATE: 20200203 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: 20569785 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 true false 0001786241 XXXXXXXX 12-31-2019 12-31-2019 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 N Lance Whittemore 804 521-6016 Lance Whittemore Glen Allen VA 02-03-2020 0 29 96412 false INFORMATION TABLE 2 HilltopWealth_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 3170 24366 SH SOLE 0 0 0 24366 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 809 18355 SH SOLE 0 0 0 18355 VENTAS INC COM 92276F100 302 5230 SH SOLE 0 0 0 5230 MICROSOFT CORP COM 594918104 270 1714 SH SOLE 0 0 0 1714 ISHARES TR ESG MSCI EAFE 46435G516 283 4117 SH SOLE 0 0 0 4117 HOME DEPOT INC COM 437076102 284 1301 SH SOLE 0 0 0 1301 ISHARES TR CORE S&P500 ETF 464287200 380 1174 SH SOLE 0 0 0 1174 ISHARES TR CORE MSCI TOTAL 46432F834 592 9559 SH SOLE 0 0 0 9559 DISNEY WALT CO COM DISNEY 254687106 419 2898 SH SOLE 0 0 0 2898 FIDELITY COVINGTON TR MSCI HLTH CARE I 316092600 780 15686 SH SOLE 0 0 0 15686 VANGUARD INDEX FDS LARGE CAP ETF 922908637 217 1471 SH SOLE 0 0 0 1471 DUKE ENERGY CORP NEW COM NEW 26441C204 232 2544 SH SOLE 0 0 0 2544 ISHARES TR MIN VOL EAFE ETF 46429B689 27584 370050 SH SOLE 0 0 0 370050 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3909 34988 SH SOLE 0 0 0 34988 JPMORGAN CHASE & CO COM 46625H100 438 3139 SH SOLE 0 0 0 3139 ISHARES INC MIN VOL EMRG MKT 464286533 4753 81029 SH SOLE 0 0 0 81029 VANGUARD INDEX FDS GROWTH ETF 922908736 377 2072 SH SOLE 0 0 0 2072 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2558 29342 SH SOLE 0 0 0 29342 PIMCO ETF TR ACTIVE BD ETF 72201R775 263 2438 SH SOLE 0 0 0 2438 HEALTHPEAK PPTYS INC COM 42250P103 281 8143 SH SOLE 0 0 0 8143 JOHNSON & JOHNSON COM 478160104 303 2079 SH SOLE 0 0 0 2079 VANGUARD INDEX FDS MID CAP ETF 922908629 6395 35890 SH SOLE 0 0 0 35890 ISHARES TR MSCI MIN VOL ETF 46429B697 10346 157720 SH SOLE 0 0 0 157720 HIGHWOODS PPTYS INC COM 431284108 347 7100 SH SOLE 0 0 0 7100 ISHARES TR NATIONAL MUN ETF 464288414 297 2604 SH SOLE 0 0 0 2604 ISHARES TR S&P 500 GRWT ETF 464287309 20735 107082 SH SOLE 0 0 0 107082 ISHARES TR CORE S&P MCP ETF 464287507 4809 23363 SH SOLE 0 0 0 23363 ISHARES TR CORE MSCI EAFE 46432F842 1625 24902 SH SOLE 0 0 0 24902 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3654 25082 SH SOLE 0 0 0 25082