Hemington Wealth Management Top Holdings and 13F Report (2025) About Hemington Wealth ManagementInvestment ActivityHemington Wealth Management has $690.66 thousand in total holdings as of June 30, 2025.Hemington Wealth Management owns shares of 1,691 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Hemington Wealth Management has purchased 1,742 new stocks and bought additional shares in 851 stocks.Hemington Wealth Management sold shares of 439 stocks and completely divested from 286 stocks this quarter.Largest Holdings Dimensional Core Fixed Income ETF $103,620Dimensional US Core Equity Market ETF $90,362Dimensional International Core Equity Market ETF $50,972Vanguard Total Stock Market ETF $45,931DIMENSIONAL ETF TRUST $32,943 Largest New Holdings this Quarter 87283Q727 - T ROWE PRICE ETF INC $774 Holding464287234 - iShares MSCI Emerging Markets ETF $34 Holding81369Y803 - Technology Select Sector SPDR Fund $31 Holding33939L407 - FlexShares Morningstar Global Upstream Natural Resources Index Fund $23 Holding33939L506 - FlexShares iBoxx 3 Year Target Duration TIPS Index Fund $21 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 83,703 shares (about $4.54K)Dimensional Core Fixed Income ETF 79,515 shares (about $3.36K)Dimensional U.S. Equity ETF 29,041 shares (about $1.95K)Dimensional Inflation-Protected Securities ETF 46,510 shares (about $1.94K)Dimensional International Core Equity Market ETF 52,948 shares (about $1.83K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 101,542 shares (about $4.30K)Vanguard Total Stock Market ETF 8,562 shares (about $2.60K)Dimensional US Small Cap Value ETF 49,407 shares (about $1.45K)Intuitive Surgical 1,890 shares (about $1.03K)Dimensional U.S. Core Equity 2 ETF 24,949 shares (about $894.12) 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$103,620$3,360 ▲3.4%2,451,98015.0%ETFDFAUDimensional US Core Equity Market ETF$90,362$4,301 ▼-4.5%2,133,20613.1%ETFDFAIDimensional International Core Equity Market ETF$50,972$1,830 ▲3.7%1,474,4597.4%ETFVTIVanguard Total Stock Market ETF$45,931$2,602 ▼-5.4%151,1266.7%ETFDIMENSIONAL ETF TRUST$32,943$4,539 ▲16.0%607,4714.8%DIMENSIONAL USDFIPDimensional Inflation-Protected Securities ETF$32,021$1,945 ▲6.5%765,8864.6%ETFAAPLApple$30,358$264 ▼-0.9%147,9694.4%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$27,311$525 ▲2.0%568,8724.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,967$1,167 ▲5.4%773,8263.3%ETFVXUSVanguard Total International Stock ETF$19,399$829 ▼-4.1%280,7812.8%ETFDIMENSIONAL ETF TRUST$17,051$379 ▲2.3%293,7252.5%DIMENSIONAL INTLVTVVanguard Value ETF$16,974$3 ▲0.0%96,0412.5%ETFDFACDimensional U.S. Core Equity 2 ETF$15,007$894 ▼-5.6%418,7482.2%ETFDFARDimensional US Real Estate ETF$10,513$649 ▼-5.8%448,1611.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,833$167 ▼-1.7%334,8151.4%ETFMSFTMicrosoft$7,458$381 ▲5.4%14,9951.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$7,350$1,946 ▲36.0%109,6801.1%ETFDFUVDimensional US Marketwide Value ETF$4,9860.0%117,9400.7%ETFVWOVanguard FTSE Emerging Markets ETF$4,915$231 ▼-4.5%99,3890.7%ETFDFGRDimensional Global Real Estate ETF$4,693$612 ▲15.0%174,9380.7%ETFIDEViShares Core MSCI International Developed Markets ETF$4,679$201 ▼-4.1%61,5430.7%ETFIVViShares Core S&P 500 ETF$4,180$2 ▲0.0%6,7330.6%ETFNVDANVIDIA$3,717$249 ▲7.2%23,5270.5%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,472$33 ▼-0.9%25,8390.5%ETFJNJJohnson & Johnson$3,405$243 ▼-6.7%22,2940.5%MedicalVTVanguard Total World Stock ETF$3,365$40 ▼-1.2%26,1880.5%ETFAMZNAmazon.com$3,331$21 ▲0.6%15,1840.5%Retail/WholesaleVOOVanguard S&P 500 ETF$3,3280.0%5,8590.5%ETFJPMJPMorgan Chase & Co.$2,924$48 ▲1.7%10,0880.4%FinanceOEFiShares S&P 100 ETF$2,6020.0%8,5510.4%ETFVNQVanguard Real Estate ETF$2,227$297 ▼-11.8%25,0120.3%ETFLFSTLifeStance Health Group$1,944$0 ▼0.0%376,1010.3%MedicalDFASDimensional U.S. Small Cap ETF$1,8800.0%29,5110.3%ETFBRK.BBerkshire Hathaway$1,827$37 ▲2.1%3,7620.3%FinanceMETAMeta Platforms$1,641$10 ▲0.6%2,2230.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,535$118 ▲8.3%17,1800.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$1,5330.0%11,3590.2%ETFGOOGAlphabet$1,517$21 ▲1.4%8,5540.2%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$1,514$2 ▲0.1%46,0450.2%ETFMANAGER DIRECTED PORTFOLIOS$1,369$0 ▼0.0%130,9380.2%VERT GLB SUST REBNBrookfield$1,316$0 ▼0.0%21,2890.2%FinanceGOOGLAlphabet$1,238$32 ▲2.6%7,0290.2%Computer and TechnologyMAMastercard$1,214$2 ▼-0.2%2,1600.2%Business ServicesGWWW.W. Grainger$1,188$4 ▲0.4%1,1430.2%IndustrialsIWFiShares Russell 1000 Growth ETF$1,121$79 ▼-6.6%2,6410.2%ETFCOSTCostco Wholesale$1,112$13 ▲1.2%1,1240.2%Retail/WholesaleDISVDimensional International Small Cap Value ETF$1,070$483 ▼-31.1%32,5330.2%ETFAVGOBroadcom$1,060$29 ▲2.8%3,8470.2%Computer and TechnologyDIMENSIONAL ETF TRUST$1,0370.0%15,5260.2%US CORE EQUITY 1BNDVanguard Total Bond Market ETF$1,019$85 ▼-7.7%13,8510.1%ETFIWDiShares Russell 1000 Value ETF$981$3 ▼-0.3%5,0520.1%ETFTSLATesla$979$25 ▼-2.5%3,0840.1%Auto/Tires/TrucksDFICDimensional International Core Equity 2 ETF$953$1 ▼-0.1%30,6550.1%ETFHDHome Depot$936$26 ▲2.9%2,5550.1%Retail/WholesaleVUGVanguard Growth ETF$8820.0%2,0140.1%ETFVVisa$873$13 ▲1.5%2,4610.1%Business ServicesNEENextEra Energy$850$1 ▲0.1%12,2480.1%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$840$2 ▲0.2%14,0080.1%ETFNFLXNetflix$822$28 ▲3.5%6140.1%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$7870.0%4,0400.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7820.0%15,5740.1%ManufacturingT ROWE PRICE ETF INC$774$774 ▲New Holding30,2450.1%GLOBAL EQUITY ETIBMInternational Business Machines$771$39 ▲5.4%2,6180.1%Computer and TechnologyAMGNAmgen$740$13 ▼-1.7%2,6520.1%MedicalLLYEli Lilly and Company$737$30 ▼-4.0%9460.1%MedicalVIGVanguard Dividend Appreciation ETF$6860.0%3,3560.1%ETFNUENucor$675$433 ▲178.7%5,2140.1%Basic MaterialsDISWalt Disney$666$31 ▼-4.5%5,3770.1%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$639$1 ▲0.1%10,0700.1%ETFSPYSPDR S&P 500 ETF Trust$6040.0%9780.1%FinanceADPAutomatic Data Processing$572$30 ▲5.6%1,8570.1%Computer and TechnologyAXPAmerican Express$550$20 ▲3.9%1,7250.1%FinanceWMTWalmart$547$17 ▲3.2%5,5960.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$537$0 ▲0.1%8,6730.1%ETFCVNACarvana$534$7 ▼-1.2%1,5870.1%Retail/WholesaleABBVAbbVie$529$25 ▲5.0%2,8540.1%MedicalPGProcter & Gamble$515$18 ▲3.6%3,2340.1%Consumer StaplesBACBank of America$501$9 ▼-1.8%10,6030.1%FinanceDFIVDimensional International Value ETF$4960.0%11,5820.1%ETFQQQInvesco QQQ$4900.0%8900.1%FinanceDFATDimensional U.S. Targeted Value ETF$4690.0%8,7000.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$468$73 ▲18.5%4,7190.1%FinancePMPhilip Morris International$458$29 ▲6.7%2,5160.1%Consumer StaplesORCLOracle$445$44 ▲10.9%2,0380.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4370.0%1,5810.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4170.0%3,4420.1%ETFAFRMAffirm$407$2 ▲0.5%5,8900.1%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$3990.0%1,6630.1%ETFXOMExxon Mobil$390$1 ▲0.3%3,6260.1%EnergyESGVVanguard ESG U.S. Stock ETF$3840.0%3,5110.1%ETFSHViShares Short Treasury Bond ETF$3630.0%3,2910.1%ETFCSCOCisco Systems$354$21 ▲6.3%5,1050.1%Computer and TechnologyABTAbbott Laboratories$351$34 ▲10.6%2,5870.1%MedicalADBEAdobe$344$25 ▼-6.7%8910.0%Computer and TechnologyACWIiShares MSCI ACWI ETF$343$8 ▼-2.2%2,6700.0%ManufacturingTAT&T$329$29 ▲9.5%11,3860.0%Computer and TechnologyBKNGBooking$324$23 ▲7.7%560.0%Retail/WholesaleMSMorgan Stanley$323$11 ▲3.4%2,2950.0%FinanceQCOMQUALCOMM$321$8 ▼-2.4%2,0160.0%Computer and TechnologyMCDMcDonald's$316$1 ▼-0.5%1,0840.0%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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