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
VTVanguard Intl Equity Index F
Recent Activity
Decreased -10%
0.98%
$3.605M
30,789 shares@ $117.09 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -0.11%
0.87%
$3.226M
26,869 shares@ $120.07 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.21%
0.83%
$3.056M
5,848 shares@ $522.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.35%
0.76%
$2.821M
17,650 shares@ $159.84 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -3.71%
0.72%
$2.641M
28,060 shares@ $94.12 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
AMZNAmazon Com Inc
Recent Activity
Decreased -4.5%
0.68%
$2.513M
13,483 shares@ $186.39 avg price
OEFIshares Tr
Recent Activity
0.64%
$2.351M
8,551 shares@ $274.94 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.76%
0.56%
$2.069M
9,324 shares@ $221.91 avg price