Filed: 1/29/2025ACC: 0001907157-25-000009
📋 What this filing means
HEMINGTON WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 1793 equity positions with a total reported market value of $397.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1793
Positions
$397.5K
Total AUM (reported)
6.51M
Total Shares
Allocation by class
COM$99.0K24.9%
TOTAL STK MKT$49.5K12.4%
CORE FIXED INCOM$33.1K8.3%
US CORE EQT MKT$23.2K5.8%
VG TL INTL STK F$17.5K4.4%
VALUE ETF$17.1K4.3%
US CORE EQUITY 2$15.8K4.0%
Portfolio Concentration
Top 3$120.0K30.2%
4–10$106.1K26.7%
11–25$69.6K17.5%
Rest$101.9K25.6%
Top 3 weight
30.2%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 6.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1793
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1793
Rows:
VANGUARD INDEX FDS
SOLEShares170.66K
TypeSH
Market value$49.5K
12.44%
Sole
0.00
Shared
0.00
None
170.66K
APPLE INC
SOLEShares149.24K
TypeSH
Market value$37.4K
9.40%
Sole
0.00
Shared
0.00
None
149.24K
DIMENSIONAL ETF TRUST
SOLEShares802.80K
TypeSH
Market value$33.1K
8.33%
Sole
0.00
Shared
0.00
None
802.80K
DIMENSIONAL ETF TRUST
SOLEShares573.07K
TypeSH
Market value$23.2K
5.84%
Sole
0.00
Shared
0.00
None
573.07K
VANGUARD STAR FDS
SOLEShares297.80K
TypeSH
Market value$17.5K
4.41%
Sole
0.00
Shared
0.00
None
297.80K
VANGUARD INDEX FDS
SOLEShares101.23K
TypeSH
Market value$17.1K
4.31%
Sole
0.00
Shared
0.00
None
101.23K
DIMENSIONAL ETF TRUST
SOLEShares457.04K
TypeSH
Market value$15.8K
3.98%
Sole
0.00
Shared
0.00
None
457.04K
DIMENSIONAL ETF TRUST
SOLEShares240.74K
TypeSH
Market value$11.3K
2.84%
Sole
0.00
Shared
0.00
None
240.74K
DIMENSIONAL ETF TRUST
SOLEShares378.79K
TypeSH
Market value$11.1K
2.78%
Sole
0.00
Shared
0.00
None
378.79K
DIMENSIONAL ETF TRUST
SOLEShares248.43K
TypeSH
Market value$10.1K
2.53%
Sole
0.00
Shared
0.00
None
248.43K
DIMENSIONAL ETF TRUST
SOLEShares344.26K
TypeSH
Market value$8.6K
2.15%
Sole
0.00
Shared
0.00
None
344.26K
DIMENSIONAL ETF TRUST
SOLEShares241.99K
TypeSH
Market value$6.3K
1.59%
Sole
0.00
Shared
0.00
None
241.99K
MICROSOFT CORP
SOLEShares14.09K
TypeSH
Market value$5.9K
1.49%
Sole
0.00
Shared
0.00
None
14.09K
DIMENSIONAL ETF TRUST
SOLEShares92.19K
TypeSH
Market value$5.9K
1.48%
Sole
0.00
Shared
0.00
None
92.19K
DIMENSIONAL ETF TRUST
SOLEShares121.43K
TypeSH
Market value$5.0K
1.25%
Sole
0.00
Shared
0.00
None
121.43K
DIMENSIONAL ETF TRUST
SOLEShares206.48K
TypeSH
Market value$4.8K
1.21%
Sole
0.00
Shared
0.00
None
206.48K
VANGUARD INTL EQUITY INDEX F
SOLEShares105.05K
TypeSH
Market value$4.6K
1.16%
Sole
0.00
Shared
0.00
None
105.05K
DIMENSIONAL ETF TRUST
SOLEShares148.32K
TypeSH
Market value$4.6K
1.15%
Sole
0.00
Shared
0.00
None
148.32K
ISHARES TR
SOLEShares65.08K
TypeSH
Market value$4.2K
1.06%
Sole
0.00
Shared
0.00
None
65.08K
ISHARES TR
SOLEShares6.88K
TypeSH
Market value$4.0K
1.02%
Sole
0.00
Shared
0.00
None
6.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares29.16K
TypeSH
Market value$3.4K
0.86%
Sole
0.00
Shared
0.00
None
29.16K
AMAZON COM INC
SOLEShares14.45K
TypeSH
Market value$3.2K
0.80%
Sole
0.00
Shared
0.00
None
14.45K
VANGUARD INDEX FDS
SOLEShares5.87K
TypeSH
Market value$3.2K
0.80%
Sole
0.00
Shared
0.00
None
5.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.08K
TypeSH
Market value$3.0K
0.75%
Sole
0.00
Shared
0.00
None
26.08K
NVIDIA CORPORATION
SOLEShares21.80K
TypeSH
Market value$2.9K
0.74%
Sole
0.00
Shared
0.00
None
21.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 170.66K | SH | $49.5K 12.44% | 0.00 | 0.00 | 170.66K |
APPLE INCSOLE | COM | 149.24K | SH | $37.4K 9.40% | 0.00 | 0.00 | 149.24K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 802.80K | SH | $33.1K 8.33% | 0.00 | 0.00 | 802.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 573.07K | SH | $23.2K 5.84% | 0.00 | 0.00 | 573.07K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 297.80K | SH | $17.5K 4.41% | 0.00 | 0.00 | 297.80K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 101.23K | SH | $17.1K 4.31% | 0.00 | 0.00 | 101.23K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 457.04K | SH | $15.8K 3.98% | 0.00 | 0.00 | 457.04K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 240.74K | SH | $11.3K 2.84% | 0.00 | 0.00 | 240.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 378.79K | SH | $11.1K 2.78% | 0.00 | 0.00 | 378.79K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 248.43K | SH | $10.1K 2.53% | 0.00 | 0.00 | 248.43K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 344.26K | SH | $8.6K 2.15% | 0.00 | 0.00 | 344.26K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 241.99K | SH | $6.3K 1.59% | 0.00 | 0.00 | 241.99K |
MICROSOFT CORPSOLE | COM | 14.09K | SH | $5.9K 1.49% | 0.00 | 0.00 | 14.09K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 92.19K | SH | $5.9K 1.48% | 0.00 | 0.00 | 92.19K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 121.43K | SH | $5.0K 1.25% | 0.00 | 0.00 | 121.43K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 206.48K | SH | $4.8K 1.21% | 0.00 | 0.00 | 206.48K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 105.05K | SH | $4.6K 1.16% | 0.00 | 0.00 | 105.05K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 148.32K | SH | $4.6K 1.15% | 0.00 | 0.00 | 148.32K |
ISHARES TRSOLE | CORE MSCI INTL | 65.08K | SH | $4.2K 1.06% | 0.00 | 0.00 | 65.08K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.88K | SH | $4.0K 1.02% | 0.00 | 0.00 | 6.88K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 29.16K | SH | $3.4K 0.86% | 0.00 | 0.00 | 29.16K |
AMAZON COM INCSOLE | COM | 14.45K | SH | $3.2K 0.80% | 0.00 | 0.00 | 14.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.87K | SH | $3.2K 0.80% | 0.00 | 0.00 | 5.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 26.08K | SH | $3.0K 0.75% | 0.00 | 0.00 | 26.08K |
NVIDIA CORPORATIONSOLE | COM | 21.80K | SH | $2.9K 0.74% | 0.00 | 0.00 | 21.80K |
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