0001786241-20-000005.txt : 20200709 0001786241-20-000005.hdr.sgml : 20200709 20200709080544 ACCESSION NUMBER: 0001786241-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200709 DATE AS OF CHANGE: 20200709 EFFECTIVENESS DATE: 20200709 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: 201019559 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 06-30-2020 06-30-2020 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 07-09-2020 0 30 91338 false INFORMATION TABLE 2 HilltopWealth_13f_20200630.xml ISHARES INC ESG MSCI EM ETF 46434G863 250 7792 SH SOLE 0 0 0 7792 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 8723 224867 SH SOLE 0 0 0 224867 DISNEY WALT CO COM DISNEY 254687106 323 2898 SH SOLE 0 0 0 2898 ISHARES TR NATIONAL MUN ETF 464288414 14296 123878 SH SOLE 0 0 0 123878 SELECT SECTOR SPDR TR ENERGY 81369Y506 7269 192048 SH SOLE 0 0 0 192048 VANGUARD INDEX FDS GROWTH ETF 922908736 380 1879 SH SOLE 0 0 0 1879 ISHARES TR MSCI MIN VOL ETF 46429B697 7634 125912 SH SOLE 0 0 0 125912 ISHARES TR GL CLEAN ENE ETF 464288224 144 11526 SH SOLE 0 0 0 11526 JPMORGAN CHASE & CO COM 46625H100 201 2136 SH SOLE 0 0 0 2136 ISHARES TR ESG MSCI EAFE 46435G516 489 8073 SH SOLE 0 0 0 8073 VANGUARD INDEX FDS MID CAP ETF 922908629 5242 31980 SH SOLE 0 0 0 31980 FIDELITY COVINGTON TR MSCI HLTH CARE I 316092600 300 6035 SH SOLE 0 0 0 6035 HEALTHPEAK PROPERTIES INC COM 42250P103 224 8143 SH SOLE 0 0 0 8143 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3489 31873 SH SOLE 0 0 0 31873 HOME DEPOT INC COM 437076102 301 1201 SH SOLE 0 0 0 1201 HIGHWOODS PPTYS INC COM 431284108 265 7100 SH SOLE 0 0 0 7100 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3307 20227 SH SOLE 0 0 0 20227 ISHARES INC MIN VOL EMRG MKT 464286533 378 7274 SH SOLE 0 0 0 7274 ISHARES TR S&P 500 GRWT ETF 464287309 20759 100049 SH SOLE 0 0 0 100049 MICROSOFT CORP COM 594918104 308 1514 SH SOLE 0 0 0 1514 ISHARES TR CORE MSCI EAFE 46432F842 566 9905 SH SOLE 0 0 0 9905 ISHARES TR CORE S&P MCP ETF 464287507 964 5423 SH SOLE 0 0 0 5423 ISHARES TR S&P 500 VAL ETF 464287408 3571 33004 SH SOLE 0 0 0 33004 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1723 23536 SH SOLE 0 0 0 23536 ISHARES TR MIN VOL EAFE ETF 46429B689 442 6696 SH SOLE 0 0 0 6696 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4744 119757 SH SOLE 0 0 0 119757 ISHARES TR CORE S&P500 ETF 464287200 260 840 SH SOLE 0 0 0 840 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4494 85405 SH SOLE 0 0 0 85405 JOHNSON & JOHNSON COM 478160104 292 2079 SH SOLE 0 0 0 2079