0001792704-24-000006.txt : 20240503 0001792704-24-000006.hdr.sgml : 20240503 20240503130021 ACCESSION NUMBER: 0001792704-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hemington Wealth Management CENTRAL INDEX KEY: 0001838234 ORGANIZATION NAME: 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: 24912006 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 03-31-2024 03-31-2024 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 03-31-2024 0 113 275987 false
INFORMATION TABLE 2 hemington13fexport03312024.xml ABBOTT LABS COM 002824100 225 1971 SH SOLE 0 0 1971 ABBVIE INC COM 00287Y109 435 2386 SH SOLE 0 0 2386 ADOBE INC COM 00724F101 480 950 SH SOLE 0 0 950 AFFIRM HLDGS INC COM CL A 00827B106 209 5588 SH SOLE 0 0 5588 ALPHABET INC CAP STK CL C 02079K107 1219 8000 SH SOLE 0 0 8000 ALPHABET INC CAP STK CL A 02079K305 872 5773 SH SOLE 0 0 5773 AMAZON COM INC COM 023135106 2478 13734 SH SOLE 0 0 13734 AMERICAN EXPRESS CO COM 025816109 346 1518 SH SOLE 0 0 1518 AMERICAN TOWER CORP NEW COM 03027X100 253 1280 SH SOLE 0 0 1280 AMGEN INC COM 031162100 719 2528 SH SOLE 0 0 2528 APPLE INC COM 037833100 25701 149874 SH SOLE 0 0 149874 ASML HOLDING N V N Y REGISTRY SHS N07059210 286 294 SH SOLE 0 0 294 AUTOMATIC DATA PROCESSING IN COM 053015103 433 1731 SH SOLE 0 0 1731 BANK AMERICA CORP COM 060505104 456 12018 SH SOLE 0 0 12018 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1688 4012 SH SOLE 0 0 4012 BROADCOM INC COM 11135F101 346 261 SH SOLE 0 0 261 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 221 5254 SH SOLE 0 0 5254 BROOKFIELD CORP CL A LTD VT SH 11271J107 879 20985 SH SOLE 0 0 20985 CARLYLE GROUP INC COM 14316J108 896 19086 SH SOLE 0 0 19086 CISCO SYS INC COM 17275R102 317 6346 SH SOLE 0 0 6346 COMCAST CORP NEW CL A 20030N101 276 6366 SH SOLE 0 0 6366 COSTCO WHSL CORP NEW COM 22160K105 808 1102 SH SOLE 0 0 1102 DANAHER CORPORATION COM 235851102 216 863 SH SOLE 0 0 863 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6426 175855 SH SOLE 0 0 175855 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1888 62448 SH SOLE 0 0 62448 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6683 117282 SH SOLE 0 0 117282 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16031 501728 SH SOLE 0 0 501728 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2021 32416 SH SOLE 0 0 32416 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 482 8844 SH SOLE 0 0 8844 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 474 12879 SH SOLE 0 0 12879 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8927 350880 SH SOLE 0 0 350880 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 3195 77439 SH SOLE 0 0 77439 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2709 57577 SH SOLE 0 0 57577 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 18501 441011 SH SOLE 0 0 441011 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 2133 95325 SH SOLE 0 0 95325 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1314 43626 SH SOLE 0 0 43626 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 448 16470 SH SOLE 0 0 16470 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 821 30690 SH SOLE 0 0 30690 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1052 41270 SH SOLE 0 0 41270 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5126 125328 SH SOLE 0 0 125328 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 956 16287 SH SOLE 0 0 16287 DISNEY WALT CO COM 254687106 527 4303 SH SOLE 0 0 4303 ELI LILLY & CO COM 532457108 658 845 SH SOLE 0 0 845 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 220 13952 SH SOLE 0 0 13952 EXXON MOBIL CORP COM 30231G102 238 2039 SH SOLE 0 0 2039 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 358 3442 SH SOLE 0 0 3442 GRAINGER W W INC COM 384802104 1195 1174 SH SOLE 0 0 1174 HOME DEPOT INC COM 437076102 900 2345 SH SOLE 0 0 2345 HONEYWELL INTL INC COM 438516106 245 1190 SH SOLE 0 0 1190 INTERNATIONAL BUSINESS MACHS COM 459200101 417 2180 SH SOLE 0 0 2180 INTUIT COM 461202103 205 314 SH SOLE 0 0 314 INTUITIVE SURGICAL INC COM NEW 46120E602 1046 2620 SH SOLE 0 0 2620 INVESCO QQQ TR UNIT SER 1 46090E103 222 498 SH SOLE 0 0 498 ISHARES INC CORE MSCI EMKT 46434G103 589 11404 SH SOLE 0 0 11404 ISHARES TR MSCI INTL VLU FT 46435G409 1345 47627 SH SOLE 0 0 47627 ISHARES TR ESG AW MSCI EAFE 46435G516 474 5922 SH SOLE 0 0 5922 ISHARES TR CORE MSCI INTL 46435G326 4093 60962 SH SOLE 0 0 60962 ISHARES TR MSCI USA MMENTM 46432F396 461 2456 SH SOLE 0 0 2456 ISHARES TR CORE S&P MCP ETF 464287507 488 8030 SH SOLE 0 0 8030 ISHARES TR CORE S&P500 ETF 464287200 2934 5580 SH SOLE 0 0 5580 ISHARES TR RUS 1000 VAL ETF 464287598 993 5541 SH SOLE 0 0 5541 ISHARES TR RUS 1000 GRW ETF 464287614 1023 3034 SH SOLE 0 0 3034 ISHARES TR MSCI EAFE ETF 464287465 1267 15858 SH SOLE 0 0 15858 ISHARES TR EAFE VALUE ETF 464288877 514 9440 SH SOLE 0 0 9440 ISHARES TR CORE S&P TTL STK 464287150 1315 11403 SH SOLE 0 0 11403 ISHARES TR SHORT TREAS BD 464288679 364 3291 SH SOLE 0 0 3291 ISHARES TR MSCI ACWI ETF 464288257 514 4661 SH SOLE 0 0 4661 ISHARES TR S&P 100 ETF 464287101 2116 8551 SH SOLE 0 0 8551 JOHNSON & JOHNSON COM 478160104 2809 17753 SH SOLE 0 0 17753 JPMORGAN CHASE & CO COM 46625H100 1844 9202 SH SOLE 0 0 9202 LIFESTANCE HEALTH GROUP INC COM 53228F101 2387 386737 SH SOLE 0 0 386737 LOWES COS INC COM 548661107 233 914 SH SOLE 0 0 914 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 1403 143053 SH SOLE 0 0 143053 MARATHON PETE CORP COM 56585A102 272 1349 SH SOLE 0 0 1349 MASTERCARD INCORPORATED CL A 57636Q104 932 1933 SH SOLE 0 0 1933 MCDONALDS CORP COM 580135101 311 1101 SH SOLE 0 0 1101 MERCK & CO INC COM 58933Y105 609 4612 SH SOLE 0 0 4612 META PLATFORMS INC CL A 30303M102 781 1607 SH SOLE 0 0 1607 MICROSOFT CORP COM 594918104 5686 13515 SH SOLE 0 0 13515 NETFLIX INC COM 64110L106 505 830 SH SOLE 0 0 830 NEXTERA ENERGY INC COM 65339F101 821 12838 SH SOLE 0 0 12838 NUCOR CORP COM 670346105 393 1983 SH SOLE 0 0 1983 NVIDIA CORPORATION COM 67066G104 1496 1655 SH SOLE 0 0 1655 ORACLE CORP COM 68389X105 222 1765 SH SOLE 0 0 1765 PROCTER AND GAMBLE CO COM 742718109 461 2838 SH SOLE 0 0 2838 QUALCOMM INC COM 747525103 418 2468 SH SOLE 0 0 2468 RLJ LODGING TR COM 74965L101 432 36527 SH SOLE 0 0 36527 ROSS STORES INC COM 778296103 254 1726 SH SOLE 0 0 1726 SALESFORCE INC COM 79466L302 210 696 SH SOLE 0 0 696 SELECTIVE INS GROUP INC COM 816300107 346 3162 SH SOLE 0 0 3162 SPDR S&P 500 ETF TR TR UNIT 78462F103 448 855 SH SOLE 0 0 855 TELOS CORP MD COM 87969B101 63 15000 SH SOLE 0 0 15000 TESLA INC COM 88160R101 548 3114 SH SOLE 0 0 3114 TEXAS INSTRS INC COM 882508104 219 1254 SH SOLE 0 0 1254 THERMO FISHER SCIENTIFIC INC COM 883556102 255 437 SH SOLE 0 0 437 UNITEDHEALTH GROUP INC COM 91324P102 693 1400 SH SOLE 0 0 1400 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1054 14507 SH SOLE 0 0 14507 VANGUARD INDEX FDS GROWTH ETF 922908736 694 2014 SH SOLE 0 0 2014 VANGUARD INDEX FDS SML CP GRW ETF 922908595 561 2149 SH SOLE 0 0 2149 VANGUARD INDEX FDS TOTAL STK MKT 922908769 46469 178793 SH SOLE 0 0 178793 VANGUARD INDEX FDS VALUE ETF 922908744 18261 112123 SH SOLE 0 0 112123 VANGUARD INDEX FDS SM CP VAL ETF 922908611 888 4626 SH SOLE 0 0 4626 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2579 29812 SH SOLE 0 0 29812 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2802 5828 SH SOLE 0 0 5828 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4634 110920 SH SOLE 0 0 110920 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3354 28701 SH SOLE 0 0 28701 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3785 34253 SH SOLE 0 0 34253 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 869 18138 SH SOLE 0 0 18138 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 636 3480 SH SOLE 0 0 3480 VANGUARD STAR FDS VG TL INTL STK F 921909768 19469 322857 SH SOLE 0 0 322857 VANGUARD WORLD FD ESG US STK ETF 921910733 399 4278 SH SOLE 0 0 4278 VISA INC COM CL A 92826C839 549 1965 SH SOLE 0 0 1965 WALMART INC COM 931142103 266 4414 SH SOLE 0 0 4414