Hemington Wealth Management Reduced Holdings in Q1 2025

Hemington Wealth Management

  • $645 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-11K
- 6.43%
$271.18 - $303.12 $2.98M - $3.33M
160K $43.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-93K
- 62.73%
$27.56 - $32.1 $2.56M - $2.99M
55.3K $1.56M
DISV
Dimensional ETF Tr Dimensional

ETFs
-56.3K
- 54.37%
$26.09 - $30.21 $1.47M - $1.7M
47.2K $1.37M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13.3K
- 2.92%
$32.42 - $36.13 $432K - $482K
444K $14.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-11.5K
- 12.53%
$59.61 - $66.71 $688K - $770K
80.6K $4.88M
VTV
Vanguard Value ETF

ETFs
-5.2K
- 5.14%
$167.73 - $179.21 $873K - $933K
96K $16.6M
VT
Vanguard Total World Stk Index

ETFs
-2.66K
- 9.12%
$115.08 - $123.97 $306K - $330K
26.5K $3.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-150
- 2.18%
$554.06 - $615.85 $83.1K - $92.4K
6.73K $3.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-961
- 36.62%
$196.12 - $229.48 $188K - $221K
1.66K $336K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-139
- 4.68%
$360.07 - $417.26 $50K - $58K
2.83K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
-279
- 15.0%
$247.97 - $296.33 $69.2K - $82.7K
1.58K $398K
ACWI
Ishares Msci Acwi ETF

ETFs
-932
- 25.45%
$115.16 - $124.13 $107K - $116K
2.73K $317K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.49K
- 2.88%
$39.96 - $43.3 $140K - $151K
118K $4.86M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.54K
- 14.01%
$48.43 - $49.9 $123K - $127K
15.6K $777K
Dimensional ETF Trust
-611
- 3.79%
N/A
15.5K $952K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-44
- 0.39%
$120.29 - $134.6 $5.29K - $5.92K
11.4K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.41K
- 8.57%
$71.17 - $73.66 $100K - $104K
15K $1.1M
BAC
Bank Of America Corp

Financial Services
-891
- 7.63%
$39.61 - $47.74 $35.3K - $42.5K
10.8K $450K
MRK
Merck & Co., Inc.

Healthcare
-186
- 4.59%
$83.01 - $101.02 $15.4K - $18.8K
3.86K $346K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-338
- 3.75%
$57.21 - $65.8 $19.3K - $22.2K
8.67K $505K
VEA
Vanguard Ftse Developed Market

ETFs
-1.12K
- 36.1%
$47.4 - $52.99 $53.3K - $59.6K
1.99K $101K
ROST
Ross Stores, Inc.

Consumer Cyclical
-10
- 0.55%
$123.3 - $154.95 $1.23K - $1.55K
1.82K $232K
DFAT
Dimensional ETF Tr U S Target

ETFs
-57
- 0.65%
$50.44 - $58.1 $2.88K - $3.31K
8.7K $447K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-117
- 7.46%
$65.15 - $91.81 $7.62K - $10.7K
1.45K $94K
WST
West Pharmaceutical Services Inc

Healthcare
-10
- 2.98%
$199.11 - $347.87 $1.99K - $3.48K
326 $72K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 1.61%
$551.42 - $612.93 $8.82K - $9.81K
978 $547K
Brookfield Asset Managmt LTD
-19
- 0.33%
N/A
5.68K $275K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-91
- 4.36%
$102.49 - $119.96 $9.33K - $10.9K
1.99K $208K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.65K
- 84.13%
$18.36 - $20.51 $30.4K - $33.9K
312 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-380
- 8.71%
$95.85 - $99.25 $36.4K - $37.7K
3.98K $393K
AMT
American Tower Corp

Real Estate
-280
- 27.26%
$173.46 - $217.6 $48.6K - $60.9K
747 $162K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-29
- 11.89%
$111.56 - $223.11 $3.24K - $6.47K
215 $24K
TTD
Trade Desk, Inc.

Technology
-59
- 17.3%
$53.59 - $126.58 $3.16K - $7.47K
282 $15K
COIN
Coinbase Global, Inc.

Technology
-1
- 0.32%
$172.23 - $301.3 $172 - $301
314 $54K
AMD
Advanced Micro Devices Inc

Technology
-40
- 3.53%
$96.63 - $129.55 $3.87K - $5.18K
1.09K $112K
VLY
Valley National Bancorp

Financial Services
-2.4K
- 80.07%
$8.56 - $10.42 $20.6K - $25K
598 $5K
VIG
Vanguard Dividend Appreciation

ETFs
-80
- 2.33%
N/A
3.36K $651K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-89
- 16.86%
$168.16 - $186.21 $15K - $16.6K
439 $75K
IVW
Ishares S&P 500 Growth ETF

ETFs
-32
- 2.05%
$92.45 - $106.69 $2.96K - $3.41K
1.53K $141K
SWKS
Skyworks Solutions, Inc.

Technology
-119
- 31.07%
$64.12 - $93.96 $7.63K - $11.2K
264 $17K
INTC
Intel Corp

Technology
-974
- 46.58%
$19.1 - $27.39 $18.6K - $26.7K
1.12K $25K
IWN
Ishares Russell2000 Val ETF

ETFs
-52
- 10.53%
$149.27 - $169.4 $7.76K - $8.81K
442 $66K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-84
- 45.65%
$169.43 - $182.84 $14.2K - $15.4K
100 $17K
CDNS
Cadence Design Systems Inc

Technology
-11
- 4.58%
$233.96 - $324.52 $2.57K - $3.57K
229 $58K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-152
- 15.26%
$81.83 - $82.73 $12.4K - $12.6K
844 $69K
HPE
Hewlett Packard Enterprise CO

Technology
-29
- 1.49%
$14.77 - $24.42 $428 - $708
1.92K $29K
ON
On Semiconductor Corp

Technology
-63
- 16.36%
$40.69 - $64.51 $2.56K - $4.06K
322 $13K
TROW
Price T Rowe Group Inc

Financial Services
-27
- 6.91%
$91.57 - $116.93 $2.47K - $3.16K
364 $33K
PBF
Pbf Energy Inc.

Energy
-13
- 1.0%
$18.97 - $31.31 $247 - $407
1.28K $24K
Activity Summary
Buys All Purchases 1114 New Holdings 31 Increased Positions 1083 Sells All Sells 366 Reductions 366 Sold out 0 Options Calls 0 Puts 0
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