0001838234-24-000001.txt : 20240126 0001838234-24-000001.hdr.sgml : 20240126 20240126130917 ACCESSION NUMBER: 0001838234-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240126 EFFECTIVENESS DATE: 20240126 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: 24566341 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 12-31-2023 12-31-2023 Hemington Wealth Management

7651 LEESBURG PIKE FALLS CHURCH VA 22043

13F HOLDINGS REPORT 028-20505 N Cindi Hill 6197955986 Cindi Hill San Diego CA 01-26-2024 0 109 259102 false INFORMATION TABLE 2 hemington13fexport12312023.xml ABBOTT LABS COM 002824100 253 2301 SH SOLE 0 0 2301 AMAZON COM INC COM 023135106 2006 13203 SH SOLE 0 0 13203 AMERICAN EXPRESS CO COM 025816109 293 1562 SH SOLE 0 0 1562 AMGEN INC COM 031162100 878 3050 SH SOLE 0 0 3050 APPLE INC COM 037833100 28436 147699 SH SOLE 0 0 147699 AUTOMATIC DATA PROCESSING IN COM 053015103 404 1732 SH SOLE 0 0 1732 BANK AMERICA CORP COM 060505104 427 12671 SH SOLE 0 0 12671 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1352 3792 SH SOLE 0 0 3792 3M CO COM 88579Y101 257 2347 SH SOLE 0 0 2347 ABBVIE INC COM 00287Y109 382 2468 SH SOLE 0 0 2468 ADOBE INC COM 00724F101 567 950 SH SOLE 0 0 950 AFFIRM HLDGS INC COM CL A 00827B106 274 5586 SH SOLE 0 0 5586 ALPHABET INC CAP STK CL C 02079K107 1205 8551 SH SOLE 0 0 8551 ALPHABET INC CAP STK CL A 02079K305 900 6442 SH SOLE 0 0 6442 AMERICAN TOWER CORP NEW COM 03027X100 332 1540 SH SOLE 0 0 1540 ASML HOLDING N V N Y REGISTRY SHS N07059210 236 312 SH SOLE 0 0 312 BROADCOM INC COM 11135F101 316 283 SH SOLE 0 0 283 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 211 5254 SH SOLE 0 0 5254 BROOKFIELD CORP CL A LTD VT SH 11271J107 838 20877 SH SOLE 0 0 20877 CARLYLE GROUP INC COM 14316J108 2267 55716 SH SOLE 0 0 55716 CISCO SYS INC COM 17275R102 282 5582 SH SOLE 0 0 5582 COMCAST CORP NEW CL A 20030N101 277 6317 SH SOLE 0 0 6317 COSTCO WHSL CORP NEW COM 22160K105 782 1185 SH SOLE 0 0 1185 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6081 117328 SH SOLE 0 0 117328 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16691 571038 SH SOLE 0 0 571038 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1933 32416 SH SOLE 0 0 32416 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 549 10482 SH SOLE 0 0 10482 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 505 14707 SH SOLE 0 0 14707 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8762 358823 SH SOLE 0 0 358823 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 871 16287 SH SOLE 0 0 16287 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 3142 76103 SH SOLE 0 0 76103 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 16714 394203 SH SOLE 0 0 394203 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 877 38582 SH SOLE 0 0 38582 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 784 30690 SH SOLE 0 0 30690 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 4680 125743 SH SOLE 0 0 125743 DISNEY WALT CO COM 254687106 561 6213 SH SOLE 0 0 6213 ELI LILLY & CO COM 532457108 468 802 SH SOLE 0 0 802 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 193 13952 SH SOLE 0 0 13952 EXXON MOBIL CORP COM 30231G102 277 2766 SH SOLE 0 0 2766 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 323 3442 SH SOLE 0 0 3442 GRAINGER W W INC COM 384802104 973 1174 SH SOLE 0 0 1174 HOME DEPOT INC COM 437076102 763 2202 SH SOLE 0 0 2202 INTERNATIONAL BUSINESS MACHS COM 459200101 457 2797 SH SOLE 0 0 2797 INTUIT COM 461202103 200 320 SH SOLE 0 0 320 INTUITIVE MACHINES INC CLASS A COM 46125A100 26 10028 SH SOLE 0 0 10028 INTUITIVE SURGICAL INC COM NEW 46120E602 1049 3109 SH SOLE 0 0 3109 ISHARES INC CORE MSCI EMKT 46434G103 602 11895 SH SOLE 0 0 11895 ISHARES TR MSCI USA MMENTM 46432F396 385 2456 SH SOLE 0 0 2456 ISHARES TR MSCI INTL VLU FT 46435G409 1269 47879 SH SOLE 0 0 47879 ISHARES TR ESG AW MSCI EAFE 46435G516 447 5922 SH SOLE 0 0 5922 ISHARES TR CORE MSCI INTL 46435G326 3881 60962 SH SOLE 0 0 60962 ISHARES TR CORE S&P TTL STK 464287150 2316 22009 SH SOLE 0 0 22009 ISHARES TR SHORT TREAS BD 464288679 362 3291 SH SOLE 0 0 3291 ISHARES TR EAFE VALUE ETF 464288877 505 9702 SH SOLE 0 0 9702 ISHARES TR MSCI ACWI ETF 464288257 479 4703 SH SOLE 0 0 4703 ISHARES TR S&P 100 ETF 464287101 1910 8551 SH SOLE 0 0 8551 ISHARES TR MSCI EAFE ETF 464287465 1195 15858 SH SOLE 0 0 15858 ISHARES TR CORE S&P MCP ETF 464287507 445 1606 SH SOLE 0 0 1606 ISHARES TR CORE S&P500 ETF 464287200 2452 5134 SH SOLE 0 0 5134 ISHARES TR RUS 1000 VAL ETF 464287598 675 4087 SH SOLE 0 0 4087 ISHARES TR RUS 1000 GRW ETF 464287614 919 3030 SH SOLE 0 0 3030 JOHNSON & JOHNSON COM 478160104 2882 18384 SH SOLE 0 0 18384 JPMORGAN CHASE & CO COM 46625H100 1789 10518 SH SOLE 0 0 10518 LIFESTANCE HEALTH GROUP INC COM 53228F101 3380 431735 SH SOLE 0 0 431735 LOCKHEED MARTIN CORP COM 539830109 269 593 SH SOLE 0 0 593 LOWES COS INC COM 548661107 206 926 SH SOLE 0 0 926 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 1338 134301 SH SOLE 0 0 134301 MARATHON PETE CORP COM 56585A102 200 1349 SH SOLE 0 0 1349 MASTERCARD INCORPORATED CL A 57636Q104 957 2244 SH SOLE 0 0 2244 MCDONALDS CORP COM 580135101 338 1139 SH SOLE 0 0 1139 MERCK & CO INC COM 58933Y105 513 4710 SH SOLE 0 0 4710 META PLATFORMS INC CL A 30303M102 635 1793 SH SOLE 0 0 1793 MICROSOFT CORP COM 594918104 5502 14632 SH SOLE 0 0 14632 MORGAN STANLEY COM NEW 617446448 203 2177 SH SOLE 0 0 2177 NETFLIX INC COM 64110L106 427 878 SH SOLE 0 0 878 NEXTERA ENERGY INC COM 65339F101 780 12838 SH SOLE 0 0 12838 NOVO-NORDISK A S ADR 670100205 207 2000 SH SOLE 0 0 2000 NVIDIA CORPORATION COM 67066G104 1263 2551 SH SOLE 0 0 2551 NXP SEMICONDUCTORS N V COM N6596X109 391 1703 SH SOLE 0 0 1703 PROCTER AND GAMBLE CO COM 742718109 404 2757 SH SOLE 0 0 2757 QUALCOMM INC COM 747525103 681 4707 SH SOLE 0 0 4707 RLJ LODGING TR COM 74965L101 428 36527 SH SOLE 0 0 36527 ROSS STORES INC COM 778296103 239 1726 SH SOLE 0 0 1726 SELECTIVE INS GROUP INC COM 816300107 319 3203 SH SOLE 0 0 3203 SPDR S&P 500 ETF TR TR UNIT 78462F103 1399 2944 SH SOLE 0 0 2944 TELOS CORP MD COM 87969B101 55 15000 SH SOLE 0 0 15000 TESLA INC COM 88160R101 809 3254 SH SOLE 0 0 3254 TEXAS INSTRS INC COM 882508104 205 1203 SH SOLE 0 0 1203 THERMO FISHER SCIENTIFIC INC COM 883556102 219 412 SH SOLE 0 0 412 UNION PAC CORP COM 907818108 201 820 SH SOLE 0 0 820 UNITEDHEALTH GROUP INC COM 91324P102 600 1141 SH SOLE 0 0 1141 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1007 13688 SH SOLE 0 0 13688 VANGUARD INDEX FDS GROWTH ETF 922908736 626 2014 SH SOLE 0 0 2014 VANGUARD INDEX FDS SML CP GRW ETF 922908595 520 2149 SH SOLE 0 0 2149 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2546 5828 SH SOLE 0 0 5828 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43059 181516 SH SOLE 0 0 181516 VANGUARD INDEX FDS VALUE ETF 922908744 18030 120605 SH SOLE 0 0 120605 VANGUARD INDEX FDS SM CP VAL ETF 922908611 833 4626 SH SOLE 0 0 4626 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2677 30299 SH SOLE 0 0 30299 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4789 116518 SH SOLE 0 0 116518 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3507 34090 SH SOLE 0 0 34090 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3782 32875 SH SOLE 0 0 32875 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 871 18341 SH SOLE 0 0 18341 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 567 3330 SH SOLE 0 0 3330 VANGUARD STAR FDS VG TL INTL STK F 921909768 20003 345119 SH SOLE 0 0 345119 VANGUARD WORLD FD ESG US STK ETF 921910733 357 4193 SH SOLE 0 0 4193 VISA INC COM CL A 92826C839 650 2498 SH SOLE 0 0 2498 WALMART INC COM 931142103 245 1553 SH SOLE 0 0 1553 WELLS FARGO CO NEW COM 949746101 298 6045 SH SOLE 0 0 6045