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CIK: 0001838234
Total reported value
$769.3M
$769.3M
1807 檔
19.4%
At the close of Q3 2024, Hemington Wealth Management disclosed equity holdings valued at approximately $769.3M, spread across 1807 reported holdings.
During Q3 2024, Hemington Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1807 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.16% | -0.43% | -1.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.01% | -0.23% | -0.93% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.75% | -0.67% | +36.18% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.42% | -0.31% | +59.62% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.96% | -0.14% | -2.45% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.90% | -0.28% | -3.20% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.25% | -0.21% | -2.37% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.54% | -0.19% | +80.57% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.40% | -0.06% | -0.99% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.12% | +0.52% | +75.20% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.06% | +0.31% | +112.41% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.58% | +0.27% | -8.40% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | +0.22% | -2.74% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.43% | +0.39% | +69.27% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.35% | -0.08% | -2.65% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.04% | -3.24% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.18% | -0.06% | +5.52% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.17% | — | +31.81% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.16% | -0.22% | +88.40% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.01% | +11.69% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | — | -10.00% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.87% | — | -0.12% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | — | +0.21% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | — | -1.35% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.71% | -0.11% | -3.71% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.25% | +9.92% | |
| 27 | LFST | Lifestance Health Group Inc | Stock-Other | 0.68% | -0.12% | +0.01% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.05% | -4.50% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.63% | -0.02% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.04% | -0.77% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.52% | -0.06% | +156.06% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | -0.01% | -8.96% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | -14.30% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | — | |
| 35 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.38% | — | -9.05% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.09% | +0.04% | |
| 37 | GWW | Ww Grainger Inc | Stock-Industrials | 0.35% | — | +0.34% | |
| 38 | IVLU | Ishares Msci International V | ETF-Other | 0.35% | — | -2.49% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | +0.01% | +1.22% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.33% | — | +31.34% | |
| 41 | BN | Brookfield CORP | Stock-Financials | 0.30% | +0.02% | +1.45% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | — | -2.21% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.29% | -0.15% | -0.94% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.09% | +1.06% | |
| 45 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.27% | — | -0.92% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.02% | +2.19% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | +0.76% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.27% | — | -4.01% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | — | +0.39% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | — | -5.86% |
According to official SEC Form 13F filings, Hemington Wealth Management reported a total U.S. public equity portfolio value of $769.3M across 1807 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, DFCF) accounted for 19.4% of total reported equity market value during Q3 2024.
During Q3 2024, Hemington Wealth Management's top holdings by market value included VTI (13.2%)、AAPL (9.0%)、DFCF (7.8%). The largest single position, VTI, represented 13.2% of total portfolio value.
In Q3 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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