Hemington Wealth Management Top Holdings and 13F Report (2025) About Hemington Wealth ManagementInvestment ActivityHemington Wealth Management has $397.53 thousand in total holdings as of December 31, 2024.Hemington Wealth Management owns shares of 1,793 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.40% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Hemington Wealth Management has purchased 1,806 new stocks and bought additional shares in 1,194 stocks.Hemington Wealth Management sold shares of 202 stocks and completely divested from 340 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $49,459Apple $37,373Dimensional Core Fixed Income ETF $33,131Dimensional US Core Equity Market ETF $23,203Vanguard Total International Stock ETF $17,549 Largest New Holdings this Quarter BLACKROCK INC $118 HoldingLAM RESEARCH CORP $111 HoldingTIDAL TR II $110 HoldingVanguard FTSE Europe ETF $75 HoldingTIDAL TR II $53 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 116,667 shares (about $4.81K)Dimensional International Core Equity Market ETF 117,913 shares (about $3.44K)Dimensional Inflation-Protected Securities ETF 63,390 shares (about $2.57K)Dimensional US Core Equity Market ETF 62,435 shares (about $2.53K)Dimensional Short-Duration Fixed Income ETF 41,190 shares (about $1.93K) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,153 shares (about $913.77)Vanguard Value ETF 4,323 shares (about $731.87)Dimensional U.S. Core Equity 2 ETF 7,159 shares (about $247.62)Vanguard Total World Stock ETF 1,633 shares (about $191.83)Dimensional U.S. Equity ETF 2,639 shares (about $168.21) Sector Allocation Over TimeMap of 500 Largest Holdings ofHemington Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$49,459$914 ▼-1.8%170,66112.4%ETFAAPLApple$37,373$282 ▲0.8%149,2449.4%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$33,131$4,815 ▲17.0%802,7998.3%ETFDFAUDimensional US Core Equity Market ETF$23,203$2,528 ▲12.2%573,0665.8%ETFVXUSVanguard Total International Stock ETF$17,5490.0%297,8004.4%ETFVTVVanguard Value ETF$17,138$732 ▼-4.1%101,2304.3%ETFDFACDimensional U.S. Core Equity 2 ETF$15,808$248 ▼-1.5%457,0374.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$11,285$1,931 ▲20.6%240,7392.8%ETFDFAIDimensional International Core Equity Market ETF$11,060$3,443 ▲45.2%378,7892.8%ETFDFIPDimensional Inflation-Protected Securities ETF$10,059$2,567 ▲34.3%248,4272.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,558$50 ▼-0.6%344,2612.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,337$1,228 ▲24.0%241,9941.6%ETFMSFTMicrosoft$5,939$241 ▲4.2%14,0911.5%Computer and TechnologyDFUSDimensional U.S. Equity ETF$5,876$168 ▼-2.8%92,1861.5%ETFDFUVDimensional US Marketwide Value ETF$4,969$3 ▼-0.1%121,4341.2%ETFDFARDimensional US Real Estate ETF$4,804$720 ▲17.6%206,4781.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,626$57 ▲1.2%105,0471.2%ETFDFSVDimensional US Small Cap Value ETF$4,565$217 ▲5.0%148,3201.1%ETFIDEViShares Core MSCI International Developed Markets ETF$4,195$4 ▲0.1%65,0841.1%ETFIVViShares Core S&P 500 ETF$4,050$333 ▲8.9%6,8801.0%ETFVTVanguard Total World Stock ETF$3,425$192 ▼-5.3%29,1560.9%ETFAMZNAmazon.com$3,170$212 ▲7.2%14,4500.8%Retail/WholesaleVOOVanguard S&P 500 ETF$3,162$11 ▲0.4%5,8690.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,985$90 ▼-2.9%26,0810.8%ETFNVDANVIDIA$2,927$297 ▲11.3%21,7970.7%Computer and TechnologyLFSTLifeStance Health Group$2,771$1 ▲0.0%376,0850.7%MedicalDISVDimensional International Small Cap Value ETF$2,749$890 ▲47.9%103,4640.7%ETFJNJJohnson & Johnson$2,552$0 ▲0.0%17,6520.6%MedicalVNQVanguard Real Estate ETF$2,525$26 ▲1.0%28,3520.6%ETFOEFiShares S&P 100 ETF$2,4690.0%8,5510.6%ETFJPMJPMorgan Chase & Co.$2,322$87 ▲3.9%9,6890.6%FinanceDFASDimensional U.S. Small Cap ETF$1,9200.0%29,5110.5%ETFBRK.BBerkshire Hathaway$1,695$112 ▲7.1%3,7400.4%FinanceGOOGAlphabet$1,588$82 ▲5.5%8,3390.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,4660.0%11,4030.4%ETFGOOGLAlphabet$1,286$132 ▲11.4%6,7950.3%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$1,271$45 ▼-3.4%125,6630.3%VERT GLB SUST REIVLUiShares MSCI Intl Value Factor ETF$1,248$1 ▲0.0%46,0440.3%ETFBNBrookfield$1,2230.0%21,2900.3%FinanceEFAiShares MSCI EAFE ETF$1,2130.0%16,0510.3%FinanceIWFiShares Russell 1000 Growth ETF$1,1910.0%2,9670.3%ETFGWWW.W. Grainger$1,190$57 ▼-4.6%1,1290.3%Industrial ProductsBNDVanguard Total Bond Market ETF$1,180$18 ▼-1.5%16,4150.3%ETFTSLATesla$1,180$46 ▲4.1%2,9230.3%Auto/Tires/TrucksMETAMeta Platforms$1,155$115 ▲11.0%1,9730.3%Computer and TechnologyISRGIntuitive Surgical$1,089$13 ▼-1.1%2,0870.3%MedicalMAMastercard$1,080$27 ▲2.6%2,0510.3%Business ServicesDIMENSIONAL ETF TRUST$1,0350.0%16,1370.3%US CORE EQUITY 1COSTCostco Wholesale$1,006$34 ▲3.5%1,0980.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$953$0 ▲0.0%5,1510.2%ETFHDHome Depot$942$52 ▲5.9%2,4230.2%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$8760.0%18,1110.2%ManufacturingNEENextEra Energy$861$29 ▼-3.3%12,0180.2%UtilitiesAVGOBroadcom$828$88 ▲11.9%3,5750.2%Computer and TechnologyVUGVanguard Growth ETF$8260.0%2,0140.2%ETFVBRVanguard Small-Cap Value ETF$8000.0%4,0400.2%ETFDFICDimensional International Core Equity 2 ETF$793$5 ▼-0.6%30,6900.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$729$3 ▲0.4%13,9770.2%ETFVVisa$711$38 ▲5.6%2,2520.2%Business ServicesVIGVanguard Dividend Appreciation ETF$6720.0%3,4360.2%ETFAMGNAmgen$672$4 ▼-0.6%2,5800.2%MedicalLLYEli Lilly and Company$664$2 ▲0.3%8610.2%MedicalDISWalt Disney$614$14 ▼-2.3%5,5230.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$582$9 ▲1.6%9940.1%FinanceUNHUnitedHealth Group$569$32 ▲5.9%1,1260.1%MedicalIJHiShares Core S&P Mid-Cap ETF$560$20 ▲3.7%9,0030.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$5420.0%2,6240.1%ETFEFViShares MSCI EAFE Value ETF$527$1 ▲0.1%10,0560.1%ETFVBKVanguard Small-Cap Growth ETF$5200.0%1,8600.1%ETFPGProcter & Gamble$513$21 ▲4.3%3,0600.1%Consumer StaplesBACBank of America$513$27 ▲5.5%11,6850.1%FinanceIBMInternational Business Machines$509$36 ▲7.6%2,3160.1%Computer and TechnologyADPAutomatic Data Processing$508$12 ▲2.4%1,7380.1%Business ServicesDFATDimensional U.S. Targeted Value ETF$487$3 ▼-0.6%8,7570.1%ETFAXPAmerican Express$481$16 ▲3.4%1,6230.1%FinanceWMTWalmart$465$32 ▲7.4%5,1520.1%Retail/WholesaleNFLXNetflix$464$23 ▼-4.8%5210.1%Consumer DiscretionaryQQQInvesco QQQ$454$70 ▲18.2%8900.1%FinanceABBVAbbVie$450$27 ▲6.3%2,5360.1%MedicalDFIVDimensional International Value ETF$4320.0%12,1970.1%ETFACWIiShares MSCI ACWI ETF$430$34 ▼-7.4%3,6620.1%ManufacturingADBEAdobe$423$6 ▲1.5%9530.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$422$30 ▲7.7%4,3620.1%FinanceDFGRDimensional Global Real Estate ETF$416$133 ▲47.0%16,3100.1%ETFMRKMerck & Co., Inc.$402$12 ▲3.2%4,0500.1%MedicalGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3960.0%3,4420.1%ETFESGVVanguard ESG US Stock ETF$368$24 ▼-6.1%3,5110.1%ETFSHViShares Short Treasury Bond ETF$3620.0%3,2910.1%ETFAFRMAffirm$354$1 ▼-0.4%5,8240.1%Business ServicesCVNACarvana$322$38 ▼-10.7%1,5850.1%Retail/WholesaleXOMExxon Mobil$314$44 ▲16.3%2,9210.1%Oils/EnergyBAMBrookfield Asset Management$3080.0%5,6980.1%FinanceRLJRLJ Lodging Trust$305$67 ▼-18.0%29,9670.1%FinanceSIGISelective Insurance Group$300$2 ▲0.5%3,2090.1%FinanceORCLOracle$297$34 ▲12.8%1,7840.1%Computer and TechnologyMCDMcDonald's$295$15 ▲5.5%1,0210.1%Retail/WholesaleLOWLowe's Companies$292$23 ▲8.4%1,1860.1%Retail/WholesaleQCOMQUALCOMM$292$44 ▼-13.0%1,9040.1%Computer and TechnologyCMCSAComcast$278$10 ▲3.6%7,4300.1%Consumer DiscretionaryROSTRoss Stores$277$5 ▲1.7%1,8330.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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