Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY as of March 31, 2023

Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 48 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 22.4 $38M 101k 376.07
Ishares Tr Russell 2000 Etf (IWM) 8.1 $14M 77k 178.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.1 $12M 224k 53.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.7 $11M 27k 409.39
Ishares Tr Rus 2000 Val Etf (IWN) 6.2 $10M 76k 137.02
Ishares Tr Rus 2000 Grw Etf (IWO) 5.4 $9.0M 40k 226.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.9 $8.3M 184k 45.17
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.5 $5.9M 59k 99.23
Ishares Tr Rus 1000 Val Etf (IWD) 2.6 $4.3M 28k 152.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $4.2M 14k 308.77
Ishares Tr Tips Bd Etf (TIP) 2.5 $4.1M 38k 110.25
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $4.0M 40k 99.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $3.9M 96k 40.40
Vanguard Index Fds Value Etf (VTV) 2.0 $3.4M 25k 138.11
Spdr Ser Tr S&p Divid Etf (SDY) 1.8 $3.1M 25k 123.71
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $2.9M 12k 244.33
Vanguard Index Fds Growth Etf (VUG) 1.7 $2.8M 11k 249.44
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.6 $2.7M 76k 35.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $2.3M 29k 80.22
Ishares Tr Rus 1000 Etf (IWB) 1.2 $2.1M 9.3k 225.23
Select Sector Spdr Tr Financial (XLF) 1.2 $2.1M 64k 32.15
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $1.9M 5.0k 385.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.8M 24k 76.49
Global Payments (GPN) 1.1 $1.8M 17k 105.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $1.7M 13k 129.46
Spdr Ser Tr S&p Biotech (XBI) 1.0 $1.6M 21k 76.21
Ishares Core Msci Emkt (IEMG) 0.9 $1.5M 31k 48.79
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $884k 9.5k 92.82
Ishares Tr China Lg-cap Etf (FXI) 0.5 $834k 28k 29.53
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $621k 6.4k 96.70
JPMorgan Chase & Co. (JPM) 0.3 $562k 4.3k 130.31
Spdr Gold Tr Gold Shs (GLD) 0.3 $513k 2.8k 183.22
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $483k 25k 19.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $415k 5.0k 83.04
Alexandria Real Estate Equities (ARE) 0.2 $411k 3.3k 125.59
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $405k 4.0k 101.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $399k 3.8k 103.73
Apple (AAPL) 0.2 $331k 2.0k 164.90
Ishares Tr Msci Eafe Etf (EFA) 0.2 $322k 4.5k 71.52
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $290k 1.5k 193.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $258k 3.9k 65.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $255k 3.4k 75.55
Microsoft Corporation (MSFT) 0.1 $248k 859.00 288.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $245k 1.2k 204.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $240k 3.2k 73.83
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $230k 5.8k 39.46
Lands' End (LE) 0.1 $136k 14k 9.72
Onconova Therapeutics Com New (ONTX) 0.0 $12k 17k 0.73