0001786241-22-000004.txt : 20220715 0001786241-22-000004.hdr.sgml : 20220715 20220715113517 ACCESSION NUMBER: 0001786241-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220715 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220715 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: 221084839 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 06-30-2022 06-30-2022 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 07-15-2022 0 30 102647 false INFORMATION TABLE 2 2022q2_hwa_13f.xml DISNEY WALT CO COM 254687106 217 2298 SH SOLE 0 0 0 2298 HEALTHPEAK PROPERTIES INC COM 42250P103 211 8143 SH SOLE 0 0 0 8143 ISHARES INC MSCI EMERG MRKT 464286533 240 4324 SH SOLE 0 0 0 4324 ISHARES INC ESG AWR MSCI EM 46434G863 1022 31618 SH SOLE 0 0 0 31618 ISHARES TR ESG AW MSCI EAFE 46435G516 1957 31186 SH SOLE 0 0 0 31186 ISHARES TR CORE S&P SCP ETF 464287804 14850 160699 SH SOLE 0 0 0 160699 ISHARES TR CORE S&P US VLU 464287663 264 3941 SH SOLE 0 0 0 3941 ISHARES TR CORE S&P US GWT 464287671 17629 210626 SH SOLE 0 0 0 210626 ISHARES TR ESG AWARE MSCI 46435U663 844 26808 SH SOLE 0 0 0 26808 ISHARES TR S&P 500 GRWT ETF 464287309 3908 64755 SH SOLE 0 0 0 64755 ISHARES TR CORE MSCI EAFE 46432F842 562 9544 SH SOLE 0 0 0 9544 ISHARES TR CORE S&P MCP ETF 464287507 698 3084 SH SOLE 0 0 0 3084 ISHARES TR S&P 500 VAL ETF 464287408 5066 36856 SH SOLE 0 0 0 36856 ISHARES TR CORE S&P500 ETF 464287200 260 687 SH SOLE 0 0 0 687 ISHARES TR MSCI USA ESG SLC 464288802 1183 14656 SH SOLE 0 0 0 14656 JOHNSON & JOHNSON COM 478160104 369 2079 SH SOLE 0 0 0 2079 JPMORGAN CHASE & CO COM 46625H100 218 1936 SH SOLE 0 0 0 1936 MICROSOFT CORP COM 594918104 389 1514 SH SOLE 0 0 0 1514 ROYAL BK CDA COM 780087102 230 2376 SH SOLE 0 0 0 2376 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4663 74328 SH SOLE 0 0 0 74328 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 20693 506448 SH SOLE 0 0 0 506448 VANGUARD INDEX FDS MID CAP ETF 922908629 3612 18338 SH SOLE 0 0 0 18338 VANGUARD INDEX FDS GROWTH ETF 922908736 382 1715 SH SOLE 0 0 0 1715 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5764 138385 SH SOLE 0 0 0 138385 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 10257 251401 SH SOLE 0 0 0 251401 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2517 13854 SH SOLE 0 0 0 13854 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2122 16099 SH SOLE 0 0 0 16099 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1967 20452 SH SOLE 0 0 0 20452 VENTAS INC COM 92276F100 269 5230 SH SOLE 0 0 0 5230 WALMART INC COM 931142103 284 2337 SH SOLE 0 0 0 2337