test

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
DFIPDimensional Etf Trust
Recent Activity
Increased 112.42%
2.06%
$7.634M
185,037 shares@ $41.26 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
DFEMDimensional Etf Trust
Recent Activity
Increased 69.27%
1.43%
$5.296M
195,084 shares@ $27.15 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
IDEVIshares Tr
Recent Activity
Increased 5.53%
1.18%
$4.374M
65,029 shares@ $67.27 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 31.82%
1.17%
$4.34M
175,522 shares@ $24.73 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 88.4%
1.16%
$4.291M
141,266 shares@ $30.38 avg price
IVVIshares Tr
Recent Activity
Increased 11.7%
0.98%
$3.607M
6,315 shares@ $571.18 avg price