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