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CIK: 0001838234
Total reported value
$769.3M
$769.3M
113 檔
16.7%
In Q1 2024, Hemington Wealth Management's U.S. equity holdings reached a combined market value of $769.3M, distributed across 113 disclosed stock positions.
During Q1 2024, Hemington Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.84% | -0.43% | -1.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.31% | -0.23% | +1.47% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.05% | -0.14% | -6.45% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.70% | -0.67% | +11.87% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.62% | -0.28% | -7.03% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.81% | -0.21% | -12.14% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.23% | -0.06% | -2.21% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.42% | +0.27% | -0.04% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.33% | -0.31% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.22% | -7.63% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.86% | -0.08% | -0.33% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.68% | -0.04% | -4.80% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.48% | -0.06% | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.37% | — | +0.48% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.22% | — | -12.70% | |
| 16 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.16% | +0.31% | +1.76% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.01% | +8.69% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | — | -3.43% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | — | — | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 0.98% | -0.19% | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.11% | -1.61% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.05% | +4.02% | |
| 23 | LFST | Lifestance Health Group Inc | Stock-Other | 0.86% | -0.12% | -10.42% | |
| 24 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.77% | — | +147.07% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.77% | -0.02% | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | -0.01% | — | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.68% | +0.52% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.04% | -12.51% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | +5.80% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.25% | -35.12% | |
| 31 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.51% | — | +6.52% | |
| 32 | IVLU | Ishares Msci International V | ETF-Other | 0.49% | — | -0.53% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.01% | -48.19% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.22% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | +0.01% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.09% | -6.44% | |
| 37 | GWW | Ww Grainger Inc | Stock-Industrials | 0.43% | — | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | — | +5.98% | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.38% | +0.39% | — | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.38% | -0.15% | -15.73% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | — | +0.13% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | — | +35.58% | |
| 43 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.35% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | — | -13.86% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | +6.49% | |
| 46 | CG | Carlyle Group Inc/the | Stock-Financials | 0.32% | — | -65.74% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | — | |
| 48 | BN | Brookfield CORP | Stock-Financials | 0.32% | +0.02% | +0.52% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.09% | -10.38% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.31% | — | -1.11% |
According to official SEC Form 13F filings, Hemington Wealth Management reported a total U.S. public equity portfolio value of $769.3M across 113 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, VXUS) accounted for 16.7% of total reported equity market value during Q1 2024.
During Q1 2024, Hemington Wealth Management's top holdings by market value included VTI (16.8%)、AAPL (9.3%)、VXUS (7.0%). The largest single position, VTI, represented 16.8% of total portfolio value.
In Q1 2024, Hemington Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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