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| Name: |
HILLTOP WEALTH ADVISORS LLC |
| City: |
CHAPEL HILL |
| State: |
NC |
| Zip: |
27517 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
2 |
- |
$49.72 |
$20,025,000 |
395,747 |
10.24% |
1,523,000 |
33,309 |
0.022 |
N/A |
|
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BLV |
Vanguard Long-Term Bond ETF |
5 |
- |
$69.93 |
$14,192,000 |
196,218 |
7.26% |
-333,000 |
1,458 |
0.305 |
Closed - End Fund - Debt |
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IWW |
iShares Russell 3000 Value |
16 |
- |
$89.21 |
$3,089,000 |
34,160 |
1.58% |
256,000 |
565 |
0.004 |
Closed - End Fund - E... |
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IDEV |
Ishares Core Msci Internati... |
17 |
- |
$68.21 |
$2,740,000 |
40,812 |
1.4% |
187,000 |
702 |
0.007 |
N/A |
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ESGD |
Ishares Trust Ishares Msci ... |
20 |
- |
$81.38 |
$2,374,000 |
29,714 |
1.21% |
130,000 |
5 |
0.004 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
27 |
- |
$59.68 |
$860,000 |
14,151 |
0.44% |
8,000 |
11,076 |
0.006 |
Closed - End Fund - E... |
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ABT |
Abbott Laboratories |
41 |
- |
$102.19 |
$232,000 |
2,043 |
0.12% |
8,000 |
4 |
0 |
Drug Manufacturers - ... |
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VTR |
Ventas Inc |
42 |
- |
$50.26 |
$228,000 |
5,241 |
0.12% |
-33,000 |
11 |
0.001 |
REIT - Healthcare Fac... |
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