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Size ($ in 1000's)
At 12/31/2023: $259,102
At 09/30/2023: $210,373
Hemington Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hemington Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Hemington Wealth Management top holdings by largest position size, as per the latest 13f filing made by Hemington Wealth Management.
In the Hemington Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hemington Wealth Management in that top holding, then the share count change between reporting periods, and finally the Hemington Wealth Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
181,516 |
-1,485 |
$43,059 | | VTI | 181,516 | -1,485 | $43,059 | | APPLE INC |
147,699 |
-675 |
$28,436 | | AAPL | 147,699 | -675 | $28,436 | | VANGUARD STAR FDS (VXUS) |
345,119 |
-6,713 |
$20,003 | | VXUS | 345,119 | -6,713 | $20,003 | | VANGUARD INDEX FDS (VTV) |
120,605 |
-1,433 |
$18,030 | | VTV | 120,605 | -1,433 | $18,030 | | DIMENSIONAL ETF TRUST (DFCF) |
394,203 |
+394,203 |
$16,714 | | DFCF | 394,203 | +394,203 | $16,714 | | DIMENSIONAL ETF TRUST (DFAC) |
571,038 |
-14,628 |
$16,691 | | DFAC | 571,038 | -14,628 | $16,691 | | DIMENSIONAL ETF TRUST (DFAX) |
358,823 |
-1,048 |
$8,762 | | DFAX | 358,823 | -1,048 | $8,762 | | DIMENSIONAL ETF TRUST (DFUS) |
117,328 |
UNCH |
$6,081 | | DFUS | 117,328 | UNCH | $6,081 | | MICROSOFT CORP |
14,632 |
+748 |
$5,502 | | MSFT | 14,632 | +748 | $5,502 | | VANGUARD INTL EQUITY INDEX F (VWO) |
116,518 |
-295 |
$4,789 | | VWO | 116,518 | -295 | $4,789 | | DIMENSIONAL ETF TRUST (DFUV) |
125,743 |
-1,139 |
$4,680 | | DFUV | 125,743 | -1,139 | $4,680 | | ISHARES TR (IDEV) |
60,962 |
-133 |
$3,881 | | IDEV | 60,962 | -133 | $3,881 | | VANGUARD INTL EQUITY INDEX F (VSS) |
32,875 |
-11 |
$3,782 | | VSS | 32,875 | -11 | $3,782 | | VANGUARD INTL EQUITY INDEX F (VT) |
34,090 |
+781 |
$3,507 | | VT | 34,090 | +781 | $3,507 | | LIFESTANCE HEALTH GROUP INC |
431,735 |
-30,000 |
$3,380 | | LFST | 431,735 | -30,000 | $3,380 | | DIMENSIONAL ETF TRUST (DFIP) |
76,103 |
+76,103 |
$3,142 | | DFIP | 76,103 | +76,103 | $3,142 | | JOHNSON & JOHNSON |
18,384 |
+609 |
$2,882 | | JNJ | 18,384 | +609 | $2,882 | | VANGUARD INDEX FDS (VNQ) |
30,299 |
-1,375 |
$2,677 | | VNQ | 30,299 | -1,375 | $2,677 | | VANGUARD INDEX FDS (VOO) |
5,828 |
-50 |
$2,546 | | VOO | 5,828 | -50 | $2,546 | | ISHARES TR (IVV) |
5,134 |
-7 |
$2,452 | | IVV | 5,134 | -7 | $2,452 | | ISHARES TR (ITOT) |
22,009 |
UNCH |
$2,316 | | ITOT | 22,009 | UNCH | $2,316 | | CARLYLE GROUP INC |
55,716 |
-435 |
$2,267 | | CG | 55,716 | -435 | $2,267 | | AMAZON COM INC |
13,203 |
+679 |
$2,006 | | AMZN | 13,203 | +679 | $2,006 | | DIMENSIONAL ETF TRUST (DFAS) |
32,416 |
UNCH |
$1,933 | | DFAS | 32,416 | UNCH | $1,933 | | ISHARES TR (OEF) |
8,551 |
UNCH |
$1,910 | | OEF | 8,551 | UNCH | $1,910 | | JPMORGAN CHASE & CO |
10,518 |
+1,285 |
$1,789 | | JPM | 10,518 | +1,285 | $1,789 | | SPDR S&P 500 ETF TR (SPY) |
2,944 |
-614 |
$1,399 | | SPY | 2,944 | -614 | $1,399 |  BERKSHIRE HATHAWAY INC DEL |
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$1,352 | | BRK.B | 3,792 | -74 | $1,352 | | MANAGER DIRECTED PORTFOLIOS |
134,301 |
+134,301 |
$1,338 | | VGSR | 134,301 | +134,301 | $1,338 | | ISHARES TR (IVLU) |
47,879 |
-178 |
$1,269 | | IVLU | 47,879 | -178 | $1,269 | | NVIDIA CORPORATION |
2,551 |
+728 |
$1,263 | | NVDA | 2,551 | +728 | $1,263 | | ALPHABET INC |
8,551 |
+496 |
$1,205 | | GOOG | 8,551 | +496 | $1,205 | | ISHARES TR (EFA) |
15,858 |
-139 |
$1,195 | | EFA | 15,858 | -139 | $1,195 | | INTUITIVE SURGICAL INC |
3,109 |
UNCH |
$1,049 | | ISRG | 3,109 | UNCH | $1,049 | | VANGUARD BD INDEX FDS (BND) |
13,688 |
+731 |
$1,007 | | BND | 13,688 | +731 | $1,007 | | GRAINGER W W INC |
1,174 |
-4 |
$973 | | GWW | 1,174 | -4 | $973 | | MASTERCARD INCORPORATED |
2,244 |
+256 |
$957 | | MA | 2,244 | +256 | $957 | | ISHARES TR (IWF) |
3,030 |
-201 |
$919 | | IWF | 3,030 | -201 | $919 | | ALPHABET INC |
6,442 |
+856 |
$900 | | GOOGL | 6,442 | +856 | $900 | | AMGEN INC |
3,050 |
+496 |
$878 | | AMGN | 3,050 | +496 | $878 | | DIMENSIONAL ETF TRUST (DFAR) |
38,582 |
+38,582 |
$877 | | DFAR | 38,582 | +38,582 | $877 | | DIMENSIONAL ETF TRUST (DCOR) |
16,287 |
+16,287 |
$871 | | DCOR | 16,287 | +16,287 | $871 | | VANGUARD MALVERN FDS (VTIP) |
18,341 |
-203 |
$871 | | VTIP | 18,341 | -203 | $871 | | BROOKFIELD CORP |
20,877 |
UNCH |
$838 | | BN | 20,877 | UNCH | $838 | | VANGUARD INDEX FDS (VBR) |
4,626 |
-23 |
$833 | | VBR | 4,626 | -23 | $833 | | TESLA INC |
3,254 |
+53 |
$809 | | TSLA | 3,254 | +53 | $809 | | DIMENSIONAL ETF TRUST (DFIC) |
30,690 |
+30,690 |
$784 | | DFIC | 30,690 | +30,690 | $784 | | COSTCO WHSL CORP NEW |
1,185 |
+94 |
$782 | | COST | 1,185 | +94 | $782 | | NEXTERA ENERGY INC |
12,838 |
-6,229 |
$780 | | NEE | 12,838 | -6,229 | $780 | | HOME DEPOT INC |
2,202 |
+9 |
$763 | | HD | 2,202 | +9 | $763 |
See Full List: All Stocks Held By Hemington Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hemington Wealth Management
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