0001786241-20-000008.txt : 20201021 0001786241-20-000008.hdr.sgml : 20201021 20201021151206 ACCESSION NUMBER: 0001786241-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201021 DATE AS OF CHANGE: 20201021 EFFECTIVENESS DATE: 20201021 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: 201250447 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 09-30-2020 09-30-2020 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 POWHATAN VA 10-21-2020 0 30 98752 false INFORMATION TABLE 2 HilltopWealth_13f_20200930.xml ISHARES TR NATIONAL MUN ETF 464288414 16557 142818 SH SOLE 0 0 0 142818 DISNEY WALT CO COM DISNEY 254687106 360 2898 SH SOLE 0 0 0 2898 SELECT SECTOR SPDR TR ENERGY 81369Y506 6040 201662 SH SOLE 0 0 0 201662 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9328 228073 SH SOLE 0 0 0 228073 ISHARES TR MSCI USA MIN VOL 46429B697 8251 129472 SH SOLE 0 0 0 129472 ISHARES TR ESG AW MSCI EAFE 46435G516 481 7572 SH SOLE 0 0 0 7572 VANGUARD INDEX FDS GROWTH ETF 922908736 412 1811 SH SOLE 0 0 0 1811 ISHARES INC ESG AWR MSCI EM 46434G863 266 7481 SH SOLE 0 0 0 7481 ISHARES TR GL CLEAN ENE ETF 464288224 199 10751 SH SOLE 0 0 0 10751 ISHARES INC MSCI EMERG MRKT 464286533 401 7274 SH SOLE 0 0 0 7274 JPMORGAN CHASE & CO COM 46625H100 206 2136 SH SOLE 0 0 0 2136 ISHARES TR MSCI EAFE MIN VL 46429B689 359 5271 SH SOLE 0 0 0 5271 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 318 6044 SH SOLE 0 0 0 6044 VANGUARD INDEX FDS MID CAP ETF 922908629 5574 31621 SH SOLE 0 0 0 31621 HEALTHPEAK PROPERTIES INC COM 42250P103 221 8143 SH SOLE 0 0 0 8143 HOME DEPOT INC COM 437076102 285 1025 SH SOLE 0 0 0 1025 HIGHWOODS PPTYS INC COM 431284108 238 7100 SH SOLE 0 0 0 7100 VANGUARD WORLD FD MEGA CAP INDEX 921910873 3747 31249 SH SOLE 0 0 0 31249 VENTAS INC COM 92276F100 219 5230 SH SOLE 0 0 0 5230 ISHARES TR S&P 500 GRWT ETF 464287309 23240 100571 SH SOLE 0 0 0 100571 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3690 19901 SH SOLE 0 0 0 19901 ISHARES TR CORE MSCI EAFE 46432F842 591 9810 SH SOLE 0 0 0 9810 MICROSOFT CORP COM 594918104 318 1514 SH SOLE 0 0 0 1514 ISHARES TR CORE S&P MCP ETF 464287507 1007 5432 SH SOLE 0 0 0 5432 ISHARES TR S&P 500 VAL ETF 464287408 3902 34703 SH SOLE 0 0 0 34703 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1799 23459 SH SOLE 0 0 0 23459 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5262 121681 SH SOLE 0 0 0 121681 ISHARES TR CORE S&P500 ETF 464287200 282 840 SH SOLE 0 0 0 840 JOHNSON & JOHNSON COM 478160104 310 2079 SH SOLE 0 0 0 2079 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4889 88115 SH SOLE 0 0 0 88115