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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
VOOVanguard Index Fds
Recent Activity
Increased 0.21%
0.83%
$3.056M
5,848 shares@ $522.58 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.93%
0.71%
$2.6M
19,586 shares@ $132.75 avg price
LFSTLifestance Health Group Inc
Recent Activity
Increased 0.01%
0.68%
$2.522M
375,967 shares@ $6.71 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 156.06%
0.52%
$1.918M
69,958 shares@ $27.42 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.04%
0.37%
$1.365M
7,908 shares@ $172.62 avg price
GWWGrainger W W Inc
Recent Activity
Increased 0.34%
0.36%
$1.312M
1,183 shares@ $1109.05 avg price
EFAIshares Tr
Recent Activity
Increased 1.22%
0.35%
$1.271M
16,051 shares@ $79.19 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 31.34%
0.33%
$1.217M
16,672 shares@ $73.0 avg price
BNBrookfield Corp
Recent Activity
Increased 1.46%
0.31%
$1.128M
21,290 shares@ $52.99 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.07%
0.29%
$1.043M
6,097 shares@ $171.07 avg price