0001725888-23-000007.txt : 20230807
0001725888-23-000007.hdr.sgml : 20230807
20230804181900
ACCESSION NUMBER: 0001725888-23-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230807
DATE AS OF CHANGE: 20230804
EFFECTIVENESS DATE: 20230807
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hemington Wealth Management
CENTRAL INDEX KEY: 0001838234
IRS NUMBER: 463425113
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20505
FILM NUMBER: 231145228
BUSINESS ADDRESS:
STREET 1: 7651 LEESBURG PIKE
CITY: FALLS CHURCH
STATE: VA
ZIP: 22043
BUSINESS PHONE: 703-828-2479
MAIL ADDRESS:
STREET 1: 7651 LEESBURG PIKE
CITY: FALLS CHURCH
STATE: VA
ZIP: 22043
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001838234
XXXXXXXX
06-30-2023
06-30-2023
Hemington Wealth Management
7651 LEESBURG PIKE
FALLS CHURCH
VA
22043
13F HOLDINGS REPORT
028-20505
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
08-04-2023
0
103
246795
false
INFORMATION TABLE
2
hemington13fexport06302023.xml
ABBOTT LABS
COM
002824100
281
2584
SH
SOLE
0
0
2584
AMAZON COM INC
COM
023135106
2213
16983
SH
SOLE
0
0
16983
AMERICAN EXPRESS CO
COM
025816109
283
1626
SH
SOLE
0
0
1626
AMGEN INC
COM
031162100
583
2626
SH
SOLE
0
0
2626
APPLE INC
COM
037833100
29247
150783
SH
SOLE
0
0
150783
AUTOMATIC DATA PROCESSING IN
COM
053015103
401
1826
SH
SOLE
0
0
1826
BANK AMERICA CORP
COM
060505104
386
13474
SH
SOLE
0
0
13474
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1347
3951
SH
SOLE
0
0
3951
ABBVIE INC
COM
00287Y109
329
2448
SH
SOLE
0
0
2448
ADOBE SYSTEMS INCORPORATED
COM
00724F101
501
1026
SH
SOLE
0
0
1026
ALPHABET INC
CAP STK CL A
02079K305
748
6257
SH
SOLE
0
0
6257
ALPHABET INC
CAP STK CL C
02079K107
791
6547
SH
SOLE
0
0
6547
AMERICAN TOWER CORP NEW
COM
03027X100
300
1552
SH
SOLE
0
0
1552
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
242
334
SH
SOLE
0
0
334
AT&T INC
COM
00206R102
454
28494
SH
SOLE
0
0
28494
BROADCOM INC
COM
11135F101
300
346
SH
SOLE
0
0
346
BROOKFIELD CORP
CL A LTD VT SH
11271J107
702
20877
SH
SOLE
0
0
20877
CARLYLE GROUP INC
COM
14316J108
3383
105893
SH
SOLE
0
0
105893
CHEVRON CORP NEW
COM
166764100
221
1409
SH
SOLE
0
0
1409
CISCO SYS INC
COM
17275R102
306
5920
SH
SOLE
0
0
5920
COMCAST CORP NEW
CL A
20030N101
258
6215
SH
SOLE
0
0
6215
CONSOLIDATED EDISON INC
COM
209115104
203
2255
SH
SOLE
0
0
2255
COSTCO WHSL CORP NEW
COM
22160K105
606
1126
SH
SOLE
0
0
1126
DANAHER CORPORATION
COM
235851102
213
889
SH
SOLE
0
0
889
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
8902
184844
SH
SOLE
0
0
184844
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
20723
763309
SH
SOLE
0
0
763309
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1776
32416
SH
SOLE
0
0
32416
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
539
11636
SH
SOLE
0
0
11636
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
517
15745
SH
SOLE
0
0
15745
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
9231
396020
SH
SOLE
0
0
396020
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
5489
159110
SH
SOLE
0
0
159110
DISNEY WALT CO
COM
254687106
482
5407
SH
SOLE
0
0
5407
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
177
13952
SH
SOLE
0
0
13952
EVERSOURCE ENERGY
COM
30040W108
296
4181
SH
SOLE
0
0
4181
EXXON MOBIL CORP
COM
30231G102
379
3540
SH
SOLE
0
0
3540
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
300
3442
SH
SOLE
0
0
3442
GRAINGER W W INC
COM
384802104
943
1196
SH
SOLE
0
0
1196
HOME DEPOT INC
COM
437076102
737
2373
SH
SOLE
0
0
2373
HONEYWELL INTL INC
COM
438516106
255
1231
SH
SOLE
0
0
1231
INTERNATIONAL BUSINESS MACHS
COM
459200101
291
2180
SH
SOLE
0
0
2180
INTUITIVE SURGICAL INC
COM NEW
46120E602
1081
3163
SH
SOLE
0
0
3163
ISHARES INC
CORE MSCI EMKT
46434G103
607
12328
SH
SOLE
0
0
12328
ISHARES TR
MSCI INTL VLU FT
46435G409
1237
48607
SH
SOLE
0
0
48607
ISHARES TR
ESG AW MSCI EAFE
46435G516
431
5922
SH
SOLE
0
0
5922
ISHARES TR
CORE MSCI INTL
46435G326
3788
61978
SH
SOLE
0
0
61978
ISHARES TR
MSCI USA MMENTM
46432F396
354
2456
SH
SOLE
0
0
2456
ISHARES TR
CORE S&P TTL STK
464287150
2153
22009
SH
SOLE
0
0
22009
ISHARES TR
SHORT TREAS BD
464288679
522
4735
SH
SOLE
0
0
4735
ISHARES TR
EAFE VALUE ETF
464288877
459
9383
SH
SOLE
0
0
9383
ISHARES TR
MSCI ACWI ETF
464288257
534
5569
SH
SOLE
0
0
5569
ISHARES TR
S&P 100 ETF
464287101
1770
8551
SH
SOLE
0
0
8551
ISHARES TR
U.S. TECH ETF
464287721
285
2623
SH
SOLE
0
0
2623
ISHARES TR
MSCI EAFE ETF
464287465
1123
15499
SH
SOLE
0
0
15499
ISHARES TR
CORE S&P MCP ETF
464287507
334
1281
SH
SOLE
0
0
1281
ISHARES TR
CORE S&P500 ETF
464287200
2262
5076
SH
SOLE
0
0
5076
ISHARES TR
RUS 1000 VAL ETF
464287598
645
4087
SH
SOLE
0
0
4087
ISHARES TR
RUS 1000 GRW ETF
464287614
902
3279
SH
SOLE
0
0
3279
JOHNSON & JOHNSON
COM
478160104
3007
18168
SH
SOLE
0
0
18168
JPMORGAN CHASE & CO
COM
46625H100
1407
9681
SH
SOLE
0
0
9681
LIFESTANCE HEALTH GROUP INC
COM
53228F101
4398
481735
SH
SOLE
0
0
481735
LILLY ELI & CO
COM
532457108
469
1002
SH
SOLE
0
0
1002
LOWES COS INC
COM
548661107
230
1021
SH
SOLE
0
0
1021
MASTERCARD INCORPORATED
CL A
57636Q104
605
1538
SH
SOLE
0
0
1538
MCDONALDS CORP
COM
580135101
376
1261
SH
SOLE
0
0
1261
MERCK & CO INC
COM
58933Y105
464
4025
SH
SOLE
0
0
4025
META PLATFORMS INC
CL A
30303M102
628
2191
SH
SOLE
0
0
2191
MICROSOFT CORP
COM
594918104
5091
14952
SH
SOLE
0
0
14952
MORGAN STANLEY
COM NEW
617446448
209
2450
SH
SOLE
0
0
2450
NETFLIX INC
COM
64110L106
566
1285
SH
SOLE
0
0
1285
NEXTERA ENERGY INC
COM
65339F101
2372
31973
SH
SOLE
0
0
31973
NISOURCE INC
COM
65473P105
224
8205
SH
SOLE
0
0
8205
NVIDIA CORPORATION
COM
67066G104
893
2113
SH
SOLE
0
0
2113
OGE ENERGY CORP
COM
670837103
366
10201
SH
SOLE
0
0
10201
PARAMOUNT GROUP INC
COM
69924R108
77
17535
SH
SOLE
0
0
17535
PROCTER AND GAMBLE CO
COM
742718109
451
2978
SH
SOLE
0
0
2978
QUALCOMM INC
COM
747525103
316
2658
SH
SOLE
0
0
2658
RLJ LODGING TR
COM
74965L101
439
42777
SH
SOLE
0
0
42777
ROSS STORES INC
COM
778296103
205
1829
SH
SOLE
0
0
1829
SELECT SECTOR SPDR TR
ENERGY
81369Y506
211
2600
SH
SOLE
0
0
2600
SELECTIVE INS GROUP INC
COM
816300107
307
3203
SH
SOLE
0
0
3203
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1583
3572
SH
SOLE
0
0
3572
TELOS CORP MD
COM
87969B101
38
15000
SH
SOLE
0
0
15000
TESLA INC
COM
88160R101
922
3523
SH
SOLE
0
0
3523
TEXAS INSTRS INC
COM
882508104
235
1309
SH
SOLE
0
0
1309
THERMO FISHER SCIENTIFIC INC
COM
883556102
260
499
SH
SOLE
0
0
499
UNITEDHEALTH GROUP INC
COM
91324P102
578
1205
SH
SOLE
0
0
1205
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
928
12767
SH
SOLE
0
0
12767
VANGUARD INDEX FDS
GROWTH ETF
922908736
593
2098
SH
SOLE
0
0
2098
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
497
2165
SH
SOLE
0
0
2165
VANGUARD INDEX FDS
VALUE ETF
922908744
18826
132491
SH
SOLE
0
0
132491
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
768
4649
SH
SOLE
0
0
4649
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2657
31805
SH
SOLE
0
0
31805
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
40518
183941
SH
SOLE
0
0
183941
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2753
6760
SH
SOLE
0
0
6760
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5347
131465
SH
SOLE
0
0
131465
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
4144
37518
SH
SOLE
0
0
37518
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3328
34324
SH
SOLE
0
0
34324
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1122
23666
SH
SOLE
0
0
23666
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
549
3386
SH
SOLE
0
0
3386
VANGUARD STAR FDS
VG TL INTL STK F
921909768
22866
407746
SH
SOLE
0
0
407746
VANGUARD WORLD FD
ESG US STK ETF
921910733
323
4123
SH
SOLE
0
0
4123
VISA INC
COM CL A
92826C839
554
2337
SH
SOLE
0
0
2337
WALMART INC
COM
931142103
273
1743
SH
SOLE
0
0
1743