0001786241-21-000002.txt : 20210115 0001786241-21-000002.hdr.sgml : 20210115 20210115162532 ACCESSION NUMBER: 0001786241-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 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: 21532393 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 12-31-2020 12-31-2020 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 01-15-2021 0 33 112293 false INFORMATION TABLE 2 HilltopWealth_13f20201231.xml ISHARES TR NATIONAL MUN ETF 464288414 17700 151024 SH SOLE 0 0 0 151024 DISNEY WALT CO COM 254687106 525 2898 SH SOLE 0 0 0 2898 DEERE & CO COM 244199105 229 850 SH SOLE 0 0 0 850 VANGUARD INDEX FDS LARGE CAP ETF 922908637 215 1221 SH SOLE 0 0 0 1221 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10827 229328 SH SOLE 0 0 0 229328 ISHARES TR MSCI USA MIN VOL 46429B697 8883 130869 SH SOLE 0 0 0 130869 ISHARES TR ESG AW MSCI EAFE 46435G516 618 8455 SH SOLE 0 0 0 8455 VANGUARD INDEX FDS GROWTH ETF 922908736 459 1811 SH SOLE 0 0 0 1811 ISHARES TR GL CLEAN ENE ETF 464288224 403 14269 SH SOLE 0 0 0 14269 ISHARES INC ESG AWR MSCI EM 46434G863 348 8283 SH SOLE 0 0 0 8283 ISHARES INC MSCI EMERG MRKT 464286533 447 7316 SH SOLE 0 0 0 7316 JPMORGAN CHASE & CO COM 46625H100 271 2136 SH SOLE 0 0 0 2136 ISHARES TR MSCI EAFE MIN VL 46429B689 389 5296 SH SOLE 0 0 0 5296 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 350 6054 SH SOLE 0 0 0 6054 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 7968 785053 SH SOLE 0 0 0 785053 VANGUARD INDEX FDS MID CAP ETF 922908629 6386 30882 SH SOLE 0 0 0 30882 HEALTHPEAK PROPERTIES INC COM 42250P103 246 8143 SH SOLE 0 0 0 8143 HOME DEPOT INC COM 437076102 272 1025 SH SOLE 0 0 0 1025 VANGUARD WORLD FD MEGA CAP INDEX 921910873 4103 30745 SH SOLE 0 0 0 30745 HIGHWOODS PPTYS INC COM 431284108 281 7100 SH SOLE 0 0 0 7100 VENTAS INC COM 92276F100 256 5230 SH SOLE 0 0 0 5230 ISHARES TR S&P 500 GRWT ETF 464287309 25127 393714 SH SOLE 0 0 0 393714 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3931 19294 SH SOLE 0 0 0 19294 ISHARES TR CORE MSCI EAFE 46432F842 674 9760 SH SOLE 0 0 0 9760 MICROSOFT CORP COM 594918104 337 1514 SH SOLE 0 0 0 1514 ISHARES TR CORE S&P MCP ETF 464287507 1250 5438 SH SOLE 0 0 0 5438 ISHARES TR S&P 500 VAL ETF 464287408 4532 35398 SH SOLE 0 0 0 35398 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2004 23082 SH SOLE 0 0 0 23082 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6136 122450 SH SOLE 0 0 0 122450 ISHARES TR MSCI USA ESG SLC 464288802 377 4578 SH SOLE 0 0 0 4578 ISHARES TR CORE S&P500 ETF 464287200 315 840 SH SOLE 0 0 0 840 JOHNSON & JOHNSON COM 478160104 327 2079 SH SOLE 0 0 0 2079 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6107 89566 SH SOLE 0 0 0 89566