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Cindi Hill

@Hemington Wealth Management

Latest period2024 - Q3ReportedManaged Assets$371.195MTotal holdings1807
Assets growth rate25.13%Assets growth rate (2-Q avg)16.31%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hemington Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1807 positions.

Assets under management

The assets under management (AUM) of Hemington Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 371.195M in assets, with a quarterly growth rate of 25.13% and a 2-quarter average growth rate of 16.31%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -1.03%
13.16%
$48.847M
173,814 shares@ $281.04 avg price
AAPLApple Inc
Recent Activity
Decreased -0.92%
9.02%
$33.461M
148,117 shares@ $225.91 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -2.45%
4.97%
$18.418M
297,800 shares@ $61.85 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.2%
4.9%
$18.172M
105,553 shares@ $172.16 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -2.37%
4.26%
$15.787M
464,196 shares@ $34.01 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -0.99%
2.41%
$8.923M
346,291 shares@ $25.77 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -8.39%
1.58%
$5.85M
94,825 shares@ $61.7 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.74%
1.48%
$5.493M
13,519 shares@ $406.32 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -2.64%
1.36%
$5.026M
121,500 shares@ $41.37 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -3.23%
1.31%
$4.832M
103,762 shares@ $46.57 avg price