0001786241-20-000004.txt : 20200403 0001786241-20-000004.hdr.sgml : 20200403 20200403112001 ACCESSION NUMBER: 0001786241-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200403 DATE AS OF CHANGE: 20200403 EFFECTIVENESS DATE: 20200403 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: 20772202 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 false false 0001786241 XXXXXXXX 03-31-2020 03-31-2020 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 N Lance Whittemore 8045216016 Lance Whittemore Glen Allen VA 04-03-2020 0 25 91912 false INFORMATION TABLE 2 HilltopWealth_13f.xml ISHARES TR S&P 500 VAL ETF 464287408 2983 30991 SH SOLE 0 0 0 30991 MICROSOFT CORP COM 594918104 239 1514 SH SOLE 0 0 0 1514 HOME DEPOT INC COM 437076102 224 1201 SH SOLE 0 0 0 1201 ISHARES TR CORE MSCI TOTAL 46432F834 238 5069 SH SOLE 0 0 0 5069 ISHARES TR ESG MSCI EAFE 46435G516 453 8523 SH SOLE 0 0 0 8523 ISHARES TR CORE S&P500 ETF 464287200 301 1167 SH SOLE 0 0 0 1167 DISNEY WALT CO COM DISNEY 254687106 280 2898 SH SOLE 0 0 0 2898 FIDELITY COVINGTON TR MSCI HLTH CARE I 316092600 390 9080 SH SOLE 0 0 0 9080 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 407 12196 SH SOLE 0 0 0 12196 ISHARES TR MIN VOL EAFE ETF 46429B689 26536 427663 SH SOLE 0 0 0 427663 ISHARES INC ESG MSCI EM ETF 46434G863 208 7614 SH SOLE 0 0 0 7614 JPMORGAN CHASE & CO COM 46625H100 274 3039 SH SOLE 0 0 0 3039 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3440 37829 SH SOLE 0 0 0 37829 ISHARES INC MIN VOL EMRG MKT 464286533 4319 92052 SH SOLE 0 0 0 92052 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1669 25291 SH SOLE 0 0 0 25291 VANGUARD INDEX FDS GROWTH ETF 922908736 325 2072 SH SOLE 0 0 0 2072 JOHNSON & JOHNSON COM 478160104 273 2079 SH SOLE 0 0 0 2079 VANGUARD INDEX FDS MID CAP ETF 922908629 4487 34082 SH SOLE 0 0 0 34082 ISHARES TR MSCI MIN VOL ETF 46429B697 8720 161452 SH SOLE 0 0 0 161452 HIGHWOODS PPTYS INC COM 431284108 251 7100 SH SOLE 0 0 0 7100 ISHARES TR NATIONAL MUN ETF 464288414 294 2604 SH SOLE 0 0 0 2604 ISHARES TR S&P 500 GRWT ETF 464287309 17815 107935 SH SOLE 0 0 0 107935 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3028 23829 SH SOLE 0 0 0 23829 ISHARES TR CORE MSCI EAFE 46432F842 509 10203 SH SOLE 0 0 0 10203 ISHARES TR CORE S&P MCP ETF 464287507 4249 29534 SH SOLE 0 0 0 29534