HILLTOP WEALTH ADVISORS, LLC
53 holdingsFiling period: 2026-03-31Current AUM: $190.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | 241.3K | $37.4M | $44.6M | 23.45% | +2.7K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 36.4K | $23.8M | $27.3M | 14.36% | -54 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 255.9K | $16.4M | $18.1M | 9.50% | -7,606 | 2026-03-31 |
| 4 | XLV | SELECT SECTOR SPDR TR | 96.5K | $14.1M | $15.7M | 8.25% | +1.0K | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 111.0K | $6.0M | $6.5M | 3.43% | +40.9K | 2026-03-31 |
| 6 | SUSA | ISHARES TR | 41.7K | $5.5M | $6.4M | 3.36% | -272 | 2026-03-31 |
| 7 | SCHM | SCHWAB STRATEGIC TR | 152.4K | $4.7M | $5.3M | 2.78% | -6,921 | 2026-03-31 |
| 8 | IVE | ISHARES TR | 20.3K | $4.3M | $4.7M | 2.47% | -595 | 2026-03-31 |
| 9 | IUSV | ISHARES TR | 40.5K | $4.1M | $4.6M | 2.39% | -2,325 | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 13.3K | $3.8M | $4.3M | 2.27% | -- | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 21.3K | $3.7M | $4.3M | 2.24% | -1,991 | 2026-03-31 |
| 12 | ESGD | ISHARES TR | 35.7K | $3.4M | $3.7M | 1.96% | +34 | 2026-03-31 |
| 13 | IVW | ISHARES TR | 29.8K | $3.4M | $4.0M | 2.12% | -1,526 | 2026-03-31 |
| 14 | MGK | VANGUARD WORLD FD | 8.3K | $3.0M | $3.6M | 1.88% | -109 | 2026-03-31 |
| 15 | MGC | VANGUARD WORLD FD | 11.8K | $2.8M | $3.2M | 1.70% | -223 | 2026-03-31 |
| 16 | IWR | ISHARES TR | 28.2K | $2.7M | $3.1M | 1.62% | -1,768 | 2026-03-31 |
| 17 | IDEV | ISHARES TR | 32.3K | $2.7M | $2.9M | 1.54% | -1,060 | 2026-03-31 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 10.3K | $2.5M | $2.3M | 1.21% | -26 | 2026-03-31 |
| 19 | MGV | VANGUARD WORLD FD | 14.9K | $2.2M | $2.4M | 1.28% | -39 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 8.3K | $2.1M | $2.6M | 1.35% | -11,787 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 1.33% | -4,526 | 2026-03-31 |
| 22 | XJH | ISHARES TR | 43.8K | $2.0M | $2.2M | 1.18% | -509 | 2026-03-31 |
| 23 | ESGE | ISHARES INC | 29.2K | $1.3M | $1.5M | 0.79% | +10.6K | 2026-03-31 |
| 24 | SPEM | SPDR INDEX SHS FDS | 21.5K | $1.0M | $1.1M | 0.58% | +6.8K | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 2.1K | $927K | $1.1M | 0.57% | -24 | 2026-03-31 |
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