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CIK: 0001838234
Total reported value
$769.3M
$769.3M
113 檔
17.6%
During the Q2 2024 filing period, Hemington Wealth Management (CIK: 0001838234) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $769.3M across 113 reported positions.
During Q2 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 | 15.84% | -0.43% | -1.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.61% | -0.23% | -0.25% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.06% | -0.67% | +14.25% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.21% | -0.14% | -5.44% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.90% | -0.28% | -2.75% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.17% | -0.21% | -5.23% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.04% | -0.31% | +81.91% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.00% | -0.06% | -0.32% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | +0.22% | +2.85% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.05% | +0.27% | -11.74% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.75% | -0.19% | +91.94% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.65% | -0.08% | -0.42% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.58% | -0.04% | -3.32% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.49% | +0.52% | +138.45% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.36% | -0.06% | +1.09% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.30% | — | -0.13% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.20% | +0.31% | +12.49% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.07% | — | -6.28% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.01% | +1.33% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.04% | +0.39% | +179.26% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.99% | — | +39.69% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | — | +0.14% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.05% | +2.80% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | — | +0.78% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.11% | -2.25% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.76% | -0.02% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.25% | +976.62% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.73% | -0.22% | +71.88% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.66% | -0.01% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.04% | +2.11% | |
| 31 | LFST | Lifestance Health Group Inc | Stock-Other | 0.62% | -0.12% | -2.79% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | — | +1.60% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.09% | -1.19% | |
| 34 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.47% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.46% | +0.01% | — | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | — | -0.90% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | +0.01% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.09% | +4.50% | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.36% | — | +0.43% | |
| 41 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.33% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | — | +2.27% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | -0.15% | -18.66% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | — | +0.85% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | — | -12.50% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | — | -7.42% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.30% | — | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | +0.02% | +8.21% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | — | +2.64% | |
| 50 | BN | Brookfield CORP | Stock-Financials | 0.29% | +0.02% | — |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, DFCF) accounted for 17.6% of total reported equity market value during Q2 2024.
During Q2 2024, Hemington Wealth Management's top holdings by market value included VTI (15.8%)、AAPL (10.6%)、DFCF (7.1%). The largest single position, VTI, represented 15.8% of total portfolio value.
In Q2 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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