0001786241-22-000003.txt : 20220419 0001786241-22-000003.hdr.sgml : 20220419 20220419164602 ACCESSION NUMBER: 0001786241-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220419 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: 22835385 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 03-31-2022 03-31-2022 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 04-19-2022 0 30 117439 false INFORMATION TABLE 2 202204_hwa_13f.xml DISNEY WALT CO COM 254687106 315 2298 SH SOLE 0 0 0 2298 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 232 11097 SH SOLE 0 0 0 11097 HEALTHPEAK PROPERTIES INC COM 42250P103 280 8143 SH SOLE 0 0 0 8143 ISHARES INC ESG AWR MSCI EM 46434G863 1063 28935 SH SOLE 0 0 0 28935 ISHARES INC MSCI EMERG MRKT 464286533 264 4324 SH SOLE 0 0 0 4324 ISHARES TR ESG AW MSCI EAFE 46435G516 2183 29604 SH SOLE 0 0 0 29604 ISHARES TR CORE S&P SCP ETF 464287804 16924 156875 SH SOLE 0 0 0 156875 ISHARES TR ESG AWARE MSCI 46435U663 983 25848 SH SOLE 0 0 0 25848 ISHARES TR S&P 500 GRWT ETF 464287309 25518 334090 SH SOLE 0 0 0 334090 ISHARES TR CORE MSCI EAFE 46432F842 656 9438 SH SOLE 0 0 0 9438 ISHARES TR S&P 500 VAL ETF 464287408 5742 36876 SH SOLE 0 0 0 36876 ISHARES TR CORE S&P MCP ETF 464287507 828 3084 SH SOLE 0 0 0 3084 ISHARES TR CORE MSCI TOTAL 46432F834 272 4082 SH SOLE 0 0 0 4082 ISHARES TR CORE S&P500 ETF 464287200 311 687 SH SOLE 0 0 0 687 ISHARES TR MSCI USA ESG SLC 464288802 1264 13049 SH SOLE 0 0 0 13049 JOHNSON & JOHNSON COM 478160104 368 2079 SH SOLE 0 0 0 2079 JPMORGAN CHASE & CO COM 46625H100 264 1936 SH SOLE 0 0 0 1936 MICROSOFT CORP COM 594918104 467 1514 SH SOLE 0 0 0 1514 ROYAL BK CDA COM 780087102 262 2376 SH SOLE 0 0 0 2376 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4964 65439 SH SOLE 0 0 0 65439 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 23827 493110 SH SOLE 0 0 0 493110 VANGUARD INDEX FDS MID CAP ETF 922908629 4390 18458 SH SOLE 0 0 0 18458 VANGUARD INDEX FDS GROWTH ETF 922908736 494 1717 SH SOLE 0 0 0 1717 VANGUARD INDEX FDS LARGE CAP ETF 922908637 232 1112 SH SOLE 0 0 0 1112 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5742 124477 SH SOLE 0 0 0 124477 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 11173 232616 SH SOLE 0 0 0 232616 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2599 16340 SH SOLE 0 0 0 16340 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3281 13936 SH SOLE 0 0 0 13936 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2218 20670 SH SOLE 0 0 0 20670 VENTAS INC COM 92276F100 323 5230 SH SOLE 0 0 0 5230