0001786241-21-000003.txt : 20210413 0001786241-21-000003.hdr.sgml : 20210413 20210413144402 ACCESSION NUMBER: 0001786241-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210413 DATE AS OF CHANGE: 20210413 EFFECTIVENESS DATE: 20210413 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: 21822862 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 03-31-2021 03-31-2021 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 04-13-2021 0 36 130773 false INFORMATION TABLE 2 20210331hwa13f.xml ISHARES TR NATIONAL MUN ETF 464288414 18815 162125 SH SOLE 0 0 0 162125 DISNEY WALT CO COM 254687106 424 2298 SH SOLE 0 0 0 2298 VANGUARD INDEX FDS LARGE CAP ETF 922908637 219 1184 SH SOLE 0 0 0 1184 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12749 259591 SH SOLE 0 0 0 259591 ISHARES TR MSCI USA MIN VOL 46429B697 9343 135028 SH SOLE 0 0 0 135028 ISHARES TR ESG AW MSCI EAFE 46435G516 876 11537 SH SOLE 0 0 0 11537 VANGUARD INDEX FDS GROWTH ETF 922908736 455 1772 SH SOLE 0 0 0 1772 ISHARES INC ESG AWR MSCI EM 46434G863 432 9985 SH SOLE 0 0 0 9985 ISHARES TR GL CLEAN ENE ETF 464288224 251 10342 SH SOLE 0 0 0 10342 ROYAL BK CDA COM 780087102 219 2376 SH SOLE 0 0 0 2376 ISHARES TR CORE MSCI TOTAL 46432F834 203 2885 SH SOLE 0 0 0 2885 ISHARES INC MSCI EMERG MRKT 464286533 459 7269 SH SOLE 0 0 0 7269 ISHARES TR CORE S&P SCP ETF 464287804 16325 150419 SH SOLE 0 0 0 150419 JPMORGAN CHASE & CO COM 46625H100 325 2136 SH SOLE 0 0 0 2136 ISHARES TR MSCI EAFE MIN VL 46429B689 278 3814 SH SOLE 0 0 0 3814 VANGUARD INDEX FDS MID CAP ETF 922908629 5116 23112 SH SOLE 0 0 0 23112 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 355 6015 SH SOLE 0 0 0 6015 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 10589 799192 SH SOLE 0 0 0 799192 HEALTHPEAK PROPERTIES INC COM 42250P103 258 8143 SH SOLE 0 0 0 8143 VANGUARD WORLD FD MEGA CAP INDEX 921910873 4094 29196 SH SOLE 0 0 0 29196 HOME DEPOT INC COM 437076102 313 1025 SH SOLE 0 0 0 1025 HIGHWOODS PPTYS INC COM 431284108 305 7100 SH SOLE 0 0 0 7100 ISHARES TR ESG AWARE MSCI 46435U663 360 9332 SH SOLE 0 0 0 9332 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3410 16470 SH SOLE 0 0 0 16470 ISHARES TR S&P 500 GRWT ETF 464287309 23103 354828 SH SOLE 0 0 0 354828 VENTAS INC COM 92276F100 279 5230 SH SOLE 0 0 0 5230 ISHARES TR CORE MSCI EAFE 46432F842 681 9448 SH SOLE 0 0 0 9448 ISHARES TR CORE S&P MCP ETF 464287507 1352 5193 SH SOLE 0 0 0 5193 ISHARES TR S&P 500 VAL ETF 464287408 5017 35524 SH SOLE 0 0 0 35524 MICROSOFT CORP COM 594918104 357 1514 SH SOLE 0 0 0 1514 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2176 22862 SH SOLE 0 0 0 22862 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5946 114239 SH SOLE 0 0 0 114239 ISHARES TR CORE S&P500 ETF 464287200 326 820 SH SOLE 0 0 0 820 ISHARES TR MSCI USA ESG SLC 464288802 516 5876 SH SOLE 0 0 0 5876 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4505 60526 SH SOLE 0 0 0 60526 JOHNSON & JOHNSON COM 478160104 342 2079 SH SOLE 0 0 0 2079