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