0001838234-22-000011.txt : 20221101 0001838234-22-000011.hdr.sgml : 20221101 20221031184302 ACCESSION NUMBER: 0001838234-22-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221101 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: 221347852 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 13F-HR LIVE false true false 0001838234 XXXXXXXX 09-30-2022 09-30-2022 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 10-31-2022 0 94 229104 false
INFORMATION TABLE 2 hemington13fexport09302022.xml ABBOTT LABS COM 002824100 280 2895 SH SOLE 0 0 0 2895 ABBVIE INC COM 00287Y109 325 2422 SH SOLE 0 0 0 2422 ADOBE SYSTEMS INCORPORATED COM 00724F101 275 1000 SH SOLE 0 0 0 1000 ALPHABET INC CAP STK CL C 02079K107 590 6134 SH SOLE 0 0 0 6134 ALPHABET INC CAP STK CL A 02079K305 593 6197 SH SOLE 0 0 0 6197 AMAZON COM INC COM 023135106 1619 14327 SH SOLE 0 0 0 14327 AMERICAN EXPRESS CO COM 025816109 220 1629 SH SOLE 0 0 0 1629 AMGEN INC COM 031162100 598 2651 SH SOLE 0 0 0 2651 APPLE INC COM 037833100 21132 152911 SH SOLE 0 0 0 152911 AT&T INC COM 00206R102 349 22779 SH SOLE 0 0 0 22779 AUTOMATIC DATA PROCESSING IN COM 053015103 417 1842 SH SOLE 0 0 0 1842 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 778 2912 SH SOLE 0 0 0 2912 BK OF AMERICA CORP COM 060505104 414 13712 SH SOLE 0 0 0 13712 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 854 20877 SH SOLE 0 0 0 20877 CISCO SYS INC COM 17275R102 227 5675 SH SOLE 0 0 0 5675 COMCAST CORP NEW CL A 20030N101 221 7550 SH SOLE 0 0 0 7550 CONSOLIDATED EDISON INC COM 209115104 283 3300 SH SOLE 0 0 0 3300 COSTCO WHSL CORP NEW COM 22160K105 526 1113 SH SOLE 0 0 0 1113 DANAHER CORPORATION COM 235851102 231 894 SH SOLE 0 0 0 894 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 4984 168326 SH SOLE 0 0 0 168326 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 7418 191091 SH SOLE 0 0 0 191091 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 24018 1079934 SH SOLE 0 0 0 1079934 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1508 32416 SH SOLE 0 0 0 32416 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 800 20531 SH SOLE 0 0 0 20531 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 426 16521 SH SOLE 0 0 0 16521 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8005 423793 SH SOLE 0 0 0 423793 DISNEY WALT CO COM 254687106 673 7137 SH SOLE 0 0 0 7137 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 154 13952 SH SOLE 0 0 0 13952 EVERSOURCE ENERGY COM 30040W108 320 4105 SH SOLE 0 0 0 4105 EXXON MOBIL CORP COM 30231G102 405 4642 SH SOLE 0 0 0 4642 GRAINGER W W INC COM 384802104 585 1196 SH SOLE 0 0 0 1196 HOME DEPOT INC COM 437076102 760 2755 SH SOLE 0 0 0 2755 INTERNATIONAL BUSINESS MACHS COM 459200101 265 2228 SH SOLE 0 0 0 2228 ISHARES INC CORE MSCI EMKT 46434G103 1490 34674 SH SOLE 0 0 0 34674 ISHARES TR CORE INTL AGGR 46435G672 319 6610 SH SOLE 0 0 0 6610 ISHARES TR MSCI INTL VLU FT 46435G409 1024 51827 SH SOLE 0 0 0 51827 ISHARES TR CORE MSCI INTL 46435G326 3824 79149 SH SOLE 0 0 0 79149 ISHARES TR CORE S&P TTL STK 464287150 1775 22316 SH SOLE 0 0 0 22316 ISHARES TR SHORT TREAS BD 464288679 521 4735 SH SOLE 0 0 0 4735 ISHARES TR MSCI ACWI ETF 464288257 723 9288 SH SOLE 0 0 0 9288 ISHARES TR MSCI USA MMENTM 46432F396 322 2456 SH SOLE 0 0 0 2456 ISHARES TR ESG AWR US AGRGT 46435U549 1372 29535 SH SOLE 0 0 0 29535 ISHARES TR CORE S&P MCP ETF 464287507 490 2236 SH SOLE 0 0 0 2236 ISHARES TR CORE S&P500 ETF 464287200 1850 5157 SH SOLE 0 0 0 5157 ISHARES TR RUS 1000 VAL ETF 464287598 559 4113 SH SOLE 0 0 0 4113 ISHARES TR RUS 1000 GRW ETF 464287614 784 3724 SH SOLE 0 0 0 3724 ISHARES TR MSCI EAFE ETF 464287465 787 14055 SH SOLE 0 0 0 14055 ISHARES TR S&P 100 ETF 464287101 1390 8551 SH SOLE 0 0 0 8551 ISHARES TR EAFE VALUE ETF 464288877 362 9383 SH SOLE 0 0 0 9383 JOHNSON & JOHNSON COM 478160104 3039 18604 SH SOLE 0 0 0 18604 JPMORGAN CHASE & CO COM 46625H100 1028 9835 SH SOLE 0 0 0 9835 LIFESTANCE HEALTH GROUP INC COM 53228F101 4248 641735 SH SOLE 0 0 0 641735 LILLY ELI & CO COM 532457108 327 1011 SH SOLE 0 0 0 1011 MASTERCARD INCORPORATED CL A 57636Q104 446 1569 SH SOLE 0 0 0 1569 MCDONALDS CORP COM 580135101 303 1315 SH SOLE 0 0 0 1315 MERCK & CO INC COM 58933Y105 413 4794 SH SOLE 0 0 0 4794 META PLATFORMS INC CL A 30303M102 284 2094 SH SOLE 0 0 0 2094 MICROSOFT CORP COM 594918104 3618 15533 SH SOLE 0 0 0 15533 NETFLIX INC COM 64110L106 327 1391 SH SOLE 0 0 0 1391 NEXTERA ENERGY INC COM 65339F101 2509 32001 SH SOLE 0 0 0 32001 NISOURCE INC COM 65473P105 207 8230 SH SOLE 0 0 0 8230 NORTHROP GRUMMAN CORP COM 666807102 202 429 SH SOLE 0 0 0 429 NVIDIA CORPORATION COM 67066G104 239 1972 SH SOLE 0 0 0 1972 OGE ENERGY CORP COM 670837103 374 10270 SH SOLE 0 0 0 10270 PROCTER AND GAMBLE CO COM 742718109 375 2967 SH SOLE 0 0 0 2967 QUALCOMM INC COM 747525103 306 2710 SH SOLE 0 0 0 2710 RLJ LODGING TR COM 74965L101 480 47407 SH SOLE 0 0 0 47407 SELECTIVE INS GROUP INC COM 816300107 264 3241 SH SOLE 0 0 0 3241 SPDR S&P 500 ETF TR TR UNIT 78462F103 1213 3397 SH SOLE 0 0 0 3397 TELOS CORP MD COM 87969B101 133 15000 SH SOLE 0 0 0 15000 TESLA INC COM 88160R101 720 2714 SH SOLE 0 0 0 2714 TEXAS INSTRS INC COM 882508104 231 1490 SH SOLE 0 0 0 1490 THERMO FISHER SCIENTIFIC INC COM 883556102 256 504 SH SOLE 0 0 0 504 UNITEDHEALTH GROUP INC COM 91324P102 730 1446 SH SOLE 0 0 0 1446 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 224 2994 SH SOLE 0 0 0 2994 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2386 33455 SH SOLE 0 0 0 33455 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 254 5321 SH SOLE 0 0 0 5321 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2095 6382 SH SOLE 0 0 0 6382 VANGUARD INDEX FDS TOTAL STK MKT 922908769 42336 235893 SH SOLE 0 0 0 235893 VANGUARD INDEX FDS VALUE ETF 922908744 18639 150944 SH SOLE 0 0 0 150944 VANGUARD INDEX FDS SM CP VAL ETF 922908611 908 6333 SH SOLE 0 0 0 6333 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3213 40073 SH SOLE 0 0 0 40073 VANGUARD INDEX FDS GROWTH ETF 922908736 420 1962 SH SOLE 0 0 0 1962 VANGUARD INDEX FDS SML CP GRW ETF 922908595 308 1577 SH SOLE 0 0 0 1577 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5791 158695 SH SOLE 0 0 0 158695 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2020 25604 SH SOLE 0 0 0 25604 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5113 55091 SH SOLE 0 0 0 55091 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1418 29473 SH SOLE 0 0 0 29473 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 723 5348 SH SOLE 0 0 0 5348 VANGUARD STAR FDS VG TL INTL STK F 921909768 21976 480148 SH SOLE 0 0 0 480148 VANGUARD WORLD FD ESG US STK ETF 921910733 256 4064 SH SOLE 0 0 0 4064 VANGUARD WORLD FD ESG INTL STK ETF 921910725 230 5293 SH SOLE 0 0 0 5293 VISA INC COM CL A 92826C839 437 2460 SH SOLE 0 0 0 2460 WALMART INC COM 931142103 240 1848 SH SOLE 0 0 0 1848