Hemington Wealth Management Top Holdings and 13F Report (2024) About Hemington Wealth ManagementInvestment ActivityHemington Wealth Management has $371.20 thousand in total holdings as of September 30, 2024.Hemington Wealth Management owns shares of 1,807 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 23.78% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Hemington Wealth Management has purchased 113 new stocks and bought additional shares in 47 stocks.Hemington Wealth Management sold shares of 56 stocks and completely divested from 354 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $48,847Apple $33,461Dimensional Core Fixed Income ETF $28,776Dimensional US Core Equity Market ETF $20,108Vanguard Total International Stock ETF $18,418 Largest New Holdings this Quarter Carvana $438 HoldingiShares Core U.S. Aggregate Bond ETF $398 HoldingDimensional Global Real Estate ETF $305 HoldingPhilip Morris International $279 HoldingAmeriprise Financial $248 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 334,776 shares (about $13.18K)Dimensional Core Fixed Income ETF 245,121 shares (about $10.28K)Dimensional Short-Duration Fixed Income ETF 141,972 shares (about $6.71K)Dimensional International Core Equity Market ETF 198,428 shares (about $5.99K)Dimensional Inflation-Protected Securities ETF 107,598 shares (about $4.44K) Largest Sales this Quarter Vanguard Total International Stock ETF 25,057 shares (about $1.55K)Vanguard Total Stock Market ETF 4,979 shares (about $1.40K)Dimensional U.S. Equity ETF 22,457 shares (about $1.39K)Dimensional U.S. Core Equity 2 ETF 37,532 shares (about $1.28K)Vanguard Value ETF 6,570 shares (about $1.13K) 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$48,847$1,399 ▼-2.8%173,81413.2%ETFAAPLApple$33,461$397 ▼-1.2%148,1179.0%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$28,776$10,280 ▲55.6%686,1327.8%ETFDFAUDimensional US Core Equity Market ETF$20,108$13,183 ▲190.4%510,6315.4%ETFVXUSVanguard Total International Stock ETF$18,418$1,550 ▼-7.8%297,8005.0%ETFVTVVanguard Value ETF$18,172$1,131 ▼-5.9%105,5534.9%ETFDFACDimensional U.S. Core Equity 2 ETF$15,787$1,276 ▼-7.5%464,1964.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$9,426$6,706 ▲246.6%199,5492.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,923$118 ▼-1.3%346,2912.4%ETFDFAIDimensional International Core Equity Market ETF$7,870$5,986 ▲317.7%260,8762.1%ETFDFIPDimensional Inflation-Protected Securities ETF$7,634$4,439 ▲138.9%185,0372.1%ETFDFUSDimensional U.S. Equity ETF$5,850$1,385 ▼-19.1%94,8251.6%ETFMSFTMicrosoft$5,493$2 ▲0.0%13,5191.5%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$5,296$4,176 ▲372.7%195,0841.4%ETFDFUVDimensional US Marketwide Value ETF$5,026$158 ▼-3.1%121,5001.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,832$333 ▼-6.5%103,7621.3%ETFIDEViShares Core MSCI International Developed Markets ETF$4,374$274 ▲6.7%65,0291.2%ETFDFARDimensional US Real Estate ETF$4,340$1,983 ▲84.1%175,5221.2%ETFDFSVDimensional US Small Cap Value ETF$4,291$2,966 ▲223.8%141,2661.2%ETFIVViShares Core S&P 500 ETF$3,607$420 ▲13.2%6,3151.0%ETFVTVanguard Total World Stock ETF$3,605$406 ▼-10.1%30,7891.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,226$220 ▼-6.4%26,8690.9%ETFVOOVanguard S&P 500 ETF$3,056$10 ▲0.3%5,8480.8%ETFJNJJohnson & Johnson$2,821$16 ▼-0.6%17,6500.8%MedicalVNQVanguard Real Estate ETF$2,641$165 ▼-5.9%28,0600.7%ETFNVDANVIDIA$2,600$2,380 ▲1,083.4%19,5860.7%Computer and TechnologyLFSTLifeStance Health Group$2,522$72 ▼-2.8%375,9670.7%MedicalAMZNAmazon.com$2,513$47 ▼-1.8%13,4830.7%Retail/WholesaleOEFiShares S&P 100 ETF$2,3510.0%8,5510.6%ETFJPMJPMorgan Chase & Co.$2,069$27 ▲1.3%9,3240.6%FinanceDISVDimensional International Small Cap Value ETF$1,918$1,466 ▲324.8%69,9580.5%ETFDFASDimensional U.S. Small Cap ETF$1,886$186 ▼-9.0%29,5110.5%ETFBRK.BBerkshire Hathaway$1,575$234 ▼-12.9%3,4930.4%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$1,4220.0%11,4030.4%ETFMANAGER DIRECTED PORTFOLIOS$1,393$139 ▼-9.1%130,1010.4%VERT GLB SUST REGOOGAlphabet$1,365$16 ▼-1.2%7,9080.4%Computer and TechnologyGWWW.W. Grainger$1,312$10 ▲0.8%1,1830.4%Industrial ProductsIVLUiShares MSCI Intl Value Factor ETF$1,300$45 ▼-3.4%46,0220.4%ETFEFAiShares MSCI EAFE ETF$1,271$15 ▲1.2%16,0510.3%FinanceBNDVanguard Total Bond Market ETF$1,217$158 ▲14.9%16,6720.3%ETFBNBrookfield$1,128$16 ▲1.5%21,2900.3%FinanceIWFiShares Russell 1000 Growth ETF$1,109$25 ▼-2.2%2,9670.3%ETFISRGIntuitive Surgical$1,063$256 ▼-19.4%2,1110.3%MedicalGOOGLAlphabet$1,043$55 ▲5.6%6,0970.3%Computer and TechnologyDIMENSIONAL ETF TRUST$1,014$9 ▼-0.9%16,1370.3%US CORE EQUITY 1METAMeta Platforms$1,008$96 ▲10.6%1,7770.3%Computer and TechnologyMAMastercard$998$33 ▲3.4%1,9990.3%Business ServicesNEENextEra Energy$984$32 ▼-3.2%12,4280.3%UtilitiesIWDiShares Russell 1000 Value ETF$966$73 ▼-7.1%5,1500.3%ETFCOSTCostco Wholesale$927$36 ▼-3.7%1,0610.2%Retail/WholesaleHDHome Depot$900$22 ▼-2.4%2,2880.2%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$883$1 ▼-0.1%18,1110.2%ManufacturingAMGNAmgen$830$21 ▲2.7%2,5950.2%MedicalDFICDimensional International Core Equity 2 ETF$825$5 ▲0.6%30,8890.2%ETFVBRVanguard Small-Cap Value ETF$803$116 ▼-12.7%4,0400.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$774$140 ▲22.1%13,9220.2%ETFVUGVanguard Growth ETF$7710.0%2,0140.2%ETFLLYEli Lilly and Company$711$11 ▲1.5%8580.2%MedicalTSLATesla$701$76 ▼-9.8%2,8090.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$667$9 ▼-1.3%3,4360.2%ETFVVisa$618$49 ▲8.5%2,1330.2%Business ServicesUNHUnitedHealth Group$599$190 ▼-24.1%1,0630.2%MedicalSPYSPDR S&P 500 ETF Trust$556$70 ▲14.4%9780.1%FinanceEFViShares MSCI EAFE Value ETF$551$33 ▲6.4%10,0460.1%ETFDISWalt Disney$543$130 ▲31.3%5,6510.1%Consumer DiscretionaryAVGOBroadcom$542$498 ▲1,123.8%3,1940.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$537$40 ▲8.1%8,6820.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$531$34 ▲6.8%2,6240.1%ETFVBKVanguard Small-Cap Growth ETF$496$77 ▼-13.4%1,8600.1%ETFADPAutomatic Data Processing$491$10 ▼-1.9%1,6980.1%Business ServicesABBVAbbVie$4860.0%2,3860.1%MedicalPGProcter & Gamble$484$16 ▲3.4%2,9350.1%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$481$2 ▼-0.4%8,8100.1%ETFBACBank of America$463$39 ▼-7.9%11,0740.1%FinanceACWIiShares MSCI ACWI ETF$462$82 ▼-15.1%3,9550.1%ManufacturingADBEAdobe$448$5 ▼-1.2%9390.1%Computer and TechnologyDFIVDimensional International Value ETF$446$25 ▼-5.3%12,1970.1%ETFIBMInternational Business Machines$445$6 ▼-1.2%2,1530.1%Computer and TechnologyCVNACarvana$438$438 ▲New Holding1,7740.1%Retail/WholesaleAXPAmerican Express$424$14 ▲3.4%1,5700.1%FinanceNFLXNetflix$413$214 ▼-34.1%5470.1%Consumer DiscretionaryMRKMerck & Co., Inc.$401$70 ▼-14.9%3,9250.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$398$398 ▲New Holding4,0500.1%FinanceWMTWalmart$393$31 ▲8.7%4,7960.1%Retail/WholesaleGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3850.0%3,4420.1%ETFESGVVanguard ESG US Stock ETF$376$54 ▼-12.6%3,7400.1%ETFQQQInvesco QQQ$364$123 ▲51.2%7530.1%FinanceSHViShares Short Treasury Bond ETF$3630.0%3,2910.1%ETFQCOMQUALCOMM$356$46 ▼-11.3%2,1880.1%Computer and TechnologyRLJRLJ Lodging Trust$3230.0%36,5270.1%FinanceCMCSAComcast$313$35 ▲12.7%7,1750.1%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$305$305 ▲New Holding11,0950.1%ETFBAMBrookfield Asset Management$302$24 ▲8.5%5,6980.1%FinanceXOMExxon Mobil$293$55 ▲23.1%2,5110.1%Oils/EnergySIGISelective Insurance Group$289$3 ▲0.9%3,1920.1%FinanceLOWLowe's Companies$286$47 ▲19.7%1,0940.1%Retail/WholesaleMCDMcDonald's$282$39 ▼-12.1%9680.1%Retail/WholesalePMPhilip Morris International$279$279 ▲New Holding2,1080.1%Consumer StaplesORCLOracle$265$31 ▼-10.4%1,5810.1%Computer and TechnologyNUENucor$262$18 ▼-6.6%1,8530.1%Basic MaterialsShowing 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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