Hemington Wealth Management Top Holdings and 13F Report (2025) About Hemington Wealth ManagementInvestment ActivityHemington Wealth Management has $644.61 thousand in total holdings as of December 31, 2024.Hemington Wealth Management owns shares of 1,742 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 41.55% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Hemington Wealth Management has purchased 1,792 new stocks and bought additional shares in 1,083 stocks.Hemington Wealth Management sold shares of 255 stocks and completely divested from 344 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $99,785Dimensional US Core Equity Market ETF $85,903Dimensional International Core Equity Market ETF $44,393Vanguard Total Stock Market ETF $43,888Apple $33,154 Largest New Holdings this Quarter 25434V559 - DIMENSIONAL ETF TRUST $26,321 Holding25434V542 - DIMENSIONAL ETF TRUST $14,902 Holding75734B100 - REDDIT INC $23 HoldingV5633W109 - MakeMyTrip $11 Holding601137102 - MILLROSE PPTYS INC $7 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 1,569,666 shares (about $66.02K)Dimensional US Core Equity Market ETF 1,661,682 shares (about $63.87K)Dimensional International Core Equity Market ETF 1,042,722 shares (about $32.56K)DIMENSIONAL ETF TRUST 523,768 shares (about $26.32K)Dimensional Inflation-Protected Securities ETF 470,949 shares (about $19.83K) Largest Sales this Quarter Vanguard Total Stock Market ETF 10,973 shares (about $3.02K)Dimensional US Small Cap Value ETF 93,036 shares (about $2.62K)Dimensional International Small Cap Value ETF 56,250 shares (about $1.64K)Vanguard Value ETF 5,204 shares (about $898.91)Dimensional U.S. Equity ETF 11,547 shares (about $698.36) 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 PortfolioSectorDFCFDimensional Core Fixed Income ETF$99,785$66,020 ▲195.5%2,372,46515.5%ETFDFAUDimensional US Core Equity Market ETF$85,903$63,875 ▲290.0%2,234,74813.3%ETFDFAIDimensional International Core Equity Market ETF$44,393$32,564 ▲275.3%1,421,5116.9%ETFVTIVanguard Total Stock Market ETF$43,888$3,016 ▼-6.4%159,6886.8%ETFAAPLApple$33,154$3 ▲0.0%149,2585.1%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$30,293$19,832 ▲189.6%719,3764.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$26,513$15,073 ▲131.8%557,9414.1%ETFDIMENSIONAL ETF TRUST$26,321$26,321 ▲New Holding523,7684.1%DIMENSIONAL USDFEMDimensional Emerging Markets Core Equity 2 ETF$19,435$13,032 ▲203.5%734,5193.0%ETFVXUSVanguard Total International Stock ETF$18,181$312 ▼-1.7%292,7832.8%ETFVTVVanguard Value ETF$16,587$899 ▼-5.1%96,0262.6%ETFDIMENSIONAL ETF TRUST$14,902$14,902 ▲New Holding287,2042.3%DIMENSIONAL INTLDFACDimensional U.S. Core Equity 2 ETF$14,637$440 ▼-2.9%443,6972.3%ETFDFARDimensional US Real Estate ETF$11,310$6,402 ▲130.5%475,8391.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,921$98 ▼-1.1%340,5111.4%ETFMSFTMicrosoft$5,341$52 ▲1.0%14,2290.8%Computer and TechnologyDFUSDimensional U.S. Equity ETF$4,877$698 ▼-12.5%80,6390.8%ETFDFUVDimensional US Marketwide Value ETF$4,860$144 ▼-2.9%117,9400.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,709$44 ▼-0.9%104,0640.7%ETFIDEViShares Core MSCI International Developed Markets ETF$4,421$62 ▼-1.4%64,1830.7%ETFDFGRDimensional Global Real Estate ETF$3,994$3,566 ▲832.7%152,1160.6%ETFJNJJohnson & Johnson$3,960$1,033 ▲35.3%23,8830.6%MedicalIVViShares Core S&P 500 ETF$3,781$84 ▼-2.2%6,7300.6%ETFVTVanguard Total World Stock ETF$3,072$308 ▼-9.1%26,4970.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,0140.0%26,0810.5%ETFVOOVanguard S&P 500 ETF$3,011$5 ▼-0.2%5,8590.5%ETFAMZNAmazon.com$2,870$121 ▲4.4%15,0870.4%Retail/WholesaleVNQVanguard Real Estate ETF$2,5660.0%28,3520.4%ETFLFSTLifeStance Health Group$2,505$0 ▲0.0%376,1330.4%MedicalJPMJPMorgan Chase & Co.$2,434$57 ▲2.4%9,9230.4%FinanceNVDANVIDIA$2,378$17 ▲0.7%21,9500.4%Computer and TechnologyOEFiShares S&P 100 ETF$2,3150.0%8,5510.4%ETFBRK.BBerkshire Hathaway$1,963$29 ▼-1.4%3,6860.3%FinanceDFASDimensional U.S. Small Cap ETF$1,7630.0%29,5110.3%ETFDFSVDimensional US Small Cap Value ETF$1,556$2,619 ▼-62.7%55,2840.2%ETFIVLUiShares MSCI Intl Value Factor ETF$1,393$2 ▼-0.1%45,9880.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,385$5 ▼-0.4%11,3590.2%ETFDISVDimensional International Small Cap Value ETF$1,374$1,637 ▼-54.4%47,2140.2%ETFMANAGER DIRECTED PORTFOLIOS$1,327$54 ▲4.2%130,9460.2%VERT GLB SUST REGOOGAlphabet$1,318$15 ▲1.2%8,4380.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,296$16 ▼-1.2%15,8580.2%FinanceMETAMeta Platforms$1,273$136 ▲12.0%2,2090.2%Computer and TechnologyMAMastercard$1,186$62 ▲5.5%2,1640.2%Business ServicesGWWW.W. Grainger$1,125$10 ▲0.9%1,1390.2%IndustrialsBNBrookfield$1,1150.0%21,2900.2%FinanceBNDVanguard Total Bond Market ETF$1,102$103 ▼-8.6%15,0080.2%ETFGOOGLAlphabet$1,059$9 ▲0.8%6,8500.2%Computer and TechnologyCOSTCostco Wholesale$1,050$12 ▲1.2%1,1110.2%Retail/WholesaleISRGIntuitive Surgical$1,050$17 ▲1.7%2,1220.2%MedicalIWFiShares Russell 1000 Growth ETF$1,021$50 ▼-4.7%2,8280.2%ETFIWDiShares Russell 1000 Value ETF$953$16 ▼-1.6%5,0680.1%ETFDIMENSIONAL ETF TRUST$952$37 ▼-3.8%15,5260.1%US CORE EQUITY 1HDHome Depot$909$22 ▲2.5%2,4830.1%Retail/WholesaleNEENextEra Energy$867$15 ▲1.8%12,2320.1%UtilitiesDFICDimensional International Core Equity 2 ETF$8520.0%30,6900.1%ETFVVisa$849$61 ▲7.7%2,4250.1%Business ServicesAMGNAmgen$840$37 ▲4.6%2,6990.1%MedicalTSLATesla$819$62 ▲8.2%3,1630.1%Auto/Tires/TrucksLLYEli Lilly and Company$813$102 ▲14.4%9850.1%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$777$127 ▼-14.0%15,5740.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$7540.0%13,9770.1%ETFVBRVanguard Small-Cap Value ETF$7520.0%4,0400.1%ETFVUGVanguard Growth ETF$7460.0%2,0140.1%ETFVIGVanguard Dividend Appreciation ETF$651$16 ▼-2.3%3,3560.1%ETFAVGOBroadcom$626$28 ▲4.7%3,7420.1%Computer and TechnologyIBMInternational Business Machines$617$42 ▲7.3%2,4840.1%Computer and TechnologyUNHUnitedHealth Group$604$15 ▲2.5%1,1540.1%MedicalEFViShares MSCI EAFE Value ETF$5920.0%10,0560.1%ETFABBVAbbVie$569$38 ▲7.2%2,7180.1%MedicalDISWalt Disney$555$10 ▲1.9%5,6280.1%Consumer DiscretionaryNFLXNetflix$552$67 ▲13.8%5930.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$547$9 ▼-1.6%9780.1%FinanceADPAutomatic Data Processing$537$6 ▲1.2%1,7580.1%Business ServicesPGProcter & Gamble$531$10 ▲2.0%3,1210.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$505$20 ▼-3.8%8,6650.1%ETFWMTWalmart$476$24 ▲5.3%5,4230.1%Retail/WholesaleDFIVDimensional International Value ETF$455$24 ▼-5.0%11,5820.1%ETFBACBank of America$450$37 ▼-7.6%10,7940.1%FinanceDFATDimensional U.S. Targeted Value ETF$447$3 ▼-0.7%8,7000.1%ETFAXPAmerican Express$446$10 ▲2.3%1,6610.1%FinanceXOMExxon Mobil$430$83 ▲23.8%3,6160.1%EnergyQQQInvesco QQQ$4170.0%8900.1%FinanceVBKVanguard Small-Cap Growth ETF$398$70 ▼-15.0%1,5810.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$393$38 ▼-8.7%3,9820.1%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3780.0%3,4420.1%ETFPMPhilip Morris International$374$26 ▲7.3%2,3590.1%Consumer StaplesADBEAdobe$366$1 ▲0.2%9550.1%Computer and TechnologySHViShares Short Treasury Bond ETF$3630.0%3,2910.1%ETFMRKMerck & Co., Inc.$346$17 ▼-4.6%3,8640.1%MedicalESGVVanguard ESG US Stock ETF$3430.0%3,5110.1%ETFMCDMcDonald's$340$21 ▲6.7%1,0890.1%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$336$194 ▼-36.6%1,6630.1%ETFCVNACarvana$335$5 ▲1.4%1,6070.1%Retail/WholesaleACWIiShares MSCI ACWI ETF$317$108 ▼-25.5%2,7300.0%ManufacturingQCOMQUALCOMM$317$25 ▲8.5%2,0660.0%Computer and TechnologyABTAbbott Laboratories$310$25 ▲8.6%2,3400.0%MedicalCVXChevron$301$11 ▲3.9%1,8000.0%EnergyCSCOCisco Systems$296$12 ▲4.1%4,8030.0%Computer and TechnologyORLYO'Reilly Automotive$296$13 ▲4.5%2070.0%Retail/WholesaleSIGISelective Insurance Group$295$2 ▲0.7%3,2320.0%FinanceShowing 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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