0001786241-23-000004.txt : 20230419 0001786241-23-000004.hdr.sgml : 20230419 20230419085037 ACCESSION NUMBER: 0001786241-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230419 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230419 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: 23828550 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 X0202 13F-HR LIVE false true false 0001786241 XXXXXXXX 03-31-2023 03-31-2023 HILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE SUITE 100 CHAPEL HILL NC 27517

13F HOLDINGS REPORT 028-19735 000283014 801-107408 N Wesley Pitman 9194011500 Wesley Pitman Chapel Hill NC 04-19-2023 0 37 124295793 false INFORMATION TABLE 2 HilltopWealth_13f.xml ABBOTT LABS COM 002824100 203026 2005 SH SOLE 0 0 0 2005 ABBVIE INC COM 00287Y109 210953 1324 SH SOLE 0 0 0 1324 DISNEY WALT CO COM 254687106 230099 2298 SH SOLE 0 0 0 2298 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 216966 8710 SH SOLE 0 0 0 8710 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 200232 8923 SH SOLE 0 0 0 8923 ISHARES INC ESG AWR MSCI EM 46434G863 766551 24350 SH SOLE 0 0 0 24350 ISHARES INC MSCI EMERG MRKT 464286533 217091 3978 SH SOLE 0 0 0 3978 ISHARES TR ESG AW MSCI EAFE 46435G516 1633189 22734 SH SOLE 0 0 0 22734 ISHARES TR CORE S&P SCP ETF 464287804 13016910 134611 SH SOLE 0 0 0 134611 ISHARES TR CORE S&P US VLU 464287663 1892633 25652 SH SOLE 0 0 0 25652 ISHARES TR CORE S&P US GWT 464287671 21607537 243410 SH SOLE 0 0 0 243410 ISHARES TR CORE MSCI INTL 46435G326 2097871 34693 SH SOLE 0 0 0 34693 ISHARES TR ESG AWR MSCI USA 46435G425 623381 6892 SH SOLE 0 0 0 6892 ISHARES TR ESG AWARE MSCI 46435U663 836731 24617 SH SOLE 0 0 0 24617 ISHARES TR CORE S&P500 ETF 464287200 17798047 43296 SH SOLE 0 0 0 43296 ISHARES TR MSCI USA ESG SLC 464288802 1914254 21810 SH SOLE 0 0 0 21810 ISHARES TR S&P 500 GRWT ETF 464287309 3023217 47319 SH SOLE 0 0 0 47319 ISHARES TR CORE MSCI EAFE 46432F842 525588 7862 SH SOLE 0 0 0 7862 ISHARES TR CORE S&P MCP ETF 464287507 771524 3084 SH SOLE 0 0 0 3084 ISHARES TR RUS MID CAP ETF 464287499 1022510 14624 SH SOLE 0 0 0 14624 ISHARES TR S&P 500 VAL ETF 464287408 4230172 27874 SH SOLE 0 0 0 27874 MICROSOFT CORP COM 594918104 465316 1614 SH SOLE 0 0 0 1614 ROYAL BK CDA SUSTAINABL COM 780087102 227098 2376 SH SOLE 0 0 0 2376 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 715241 10975 SH SOLE 0 0 0 10975 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4581216 67520 SH SOLE 0 0 0 67520 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 21018438 162355 SH SOLE 0 0 0 162355 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 810826 23757 SH SOLE 0 0 0 23757 VANGUARD INDEX FDS SMALL CP ETF 922908751 2296432 12115 SH SOLE 0 0 0 12115 VANGUARD INDEX FDS MID CAP ETF 922908629 3580904 16978 SH SOLE 0 0 0 16978 VANGUARD INDEX FDS GROWTH ETF 922908736 424183 1701 SH SOLE 0 0 0 1701 VANGUARD INDEX FDS VALUE ETF 922908744 393956 2852 SH SOLE 0 0 0 2852 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3506823 86803 SH SOLE 0 0 0 86803 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6309647 139687 SH SOLE 0 0 0 139687 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2680923 13109 SH SOLE 0 0 0 13109 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1839432 18209 SH SOLE 0 0 0 18209 VANGUARD WORLD FD MEGA CAP INDEX 921910873 2180155 15231 SH SOLE 0 0 0 15231 VENTAS INC COM 92276F100 226721 5230 SH SOLE 0 0 0 5230