Hrc Wealth Management

Hrc Wealth Management as of March 31, 2024

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 41 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 34.7 $48M 512k 92.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 21.2 $29M 382k 75.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 17.3 $24M 382k 62.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.0 $6.8M 84k 80.63
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.6 $4.9M 57k 87.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.2 $4.4M 19k 235.79
Apple (AAPL) 2.6 $3.6M 21k 171.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $1.8M 17k 110.50
Boeing Company (BA) 0.8 $1.0M 5.4k 192.99
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.0M 9.4k 110.52
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.0M 11k 97.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $984k 2.2k 443.94
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.7 $935k 13k 70.68
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $666k 6.4k 103.79
NVIDIA Corporation (NVDA) 0.4 $598k 661.00 903.95
Vanguard World Inf Tech Etf (VGT) 0.4 $589k 1.1k 524.31
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.4 $585k 8.7k 67.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $572k 9.5k 60.30
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $551k 7.9k 69.77
Select Sector Spdr Tr Technology (XLK) 0.4 $527k 2.5k 208.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $409k 1.2k 337.06
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $405k 3.7k 110.05
Microsoft Corporation (MSFT) 0.3 $399k 948.00 420.61
Us Bancorp Del Com New (USB) 0.3 $383k 8.6k 44.70
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.3 $365k 5.0k 73.27
Exxon Mobil Corporation (XOM) 0.3 $356k 3.1k 116.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $354k 1.8k 195.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $327k 624.00 523.44
Costco Wholesale Corporation (COST) 0.2 $315k 430.00 732.17
Ishares Tr Core S&p500 Etf (IVV) 0.2 $298k 568.00 525.41
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.2 $296k 4.7k 63.17
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $294k 2.8k 106.49
Etf Ser Solutions Distillate Us (DSTL) 0.2 $287k 5.3k 53.91
Vanguard World Mega Cap Index (MGC) 0.2 $286k 1.5k 186.92
Eli Lilly & Co. (LLY) 0.2 $233k 300.00 777.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $226k 1.9k 121.02
Wells Fargo & Company (WFC) 0.2 $218k 3.8k 57.95
Starbucks Corporation (SBUX) 0.2 $214k 2.3k 91.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $201k 477.00 420.52
Brightspire Capital Com Cl A (BRSP) 0.1 $76k 11k 6.89
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $18k 10k 1.76