|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
15.5 |
$22M |
|
125k |
179.47 |
|
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
8.1 |
$12M |
+7%
|
241k |
49.14 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
6.2 |
$9.0M |
+8%
|
174k |
51.80 |
|
First Tr Morningstar Div Lea SHS
(FDL)
|
6.1 |
$8.9M |
-2%
|
278k |
32.13 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
3.8 |
$5.5M |
+10%
|
245k |
22.40 |
|
Ishares Tr U.s. Finls Etf
(IYF)
|
3.7 |
$5.4M |
+34%
|
80k |
67.55 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
3.3 |
$4.7M |
+13%
|
72k |
66.43 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
2.9 |
$4.3M |
+5%
|
58k |
73.37 |
|
Ishares Tr Barclays 7 10 Yr
(IEF)
|
2.9 |
$4.2M |
-5%
|
43k |
95.99 |
|
Wisdomtree Tr Us Smallcap Divd
(DES)
|
2.5 |
$3.7M |
|
144k |
25.74 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.5 |
$3.6M |
+2%
|
64k |
55.81 |
|
Crispr Therapeutics Namen Akt
(CRSP)
|
2.4 |
$3.5M |
+625%
|
54k |
65.35 |
|
Vanguard World Fds Energy Etf
(VDE)
|
2.3 |
$3.3M |
+59%
|
33k |
101.58 |
|
Ishares Tr Us Hlthcare Etf
(IYH)
|
2.2 |
$3.2M |
+12%
|
13k |
253.02 |
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|
|
Apellis Pharmaceuticals
(APLS)
|
1.9 |
$2.8M |
+476%
|
41k |
68.29 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
1.4 |
$2.0M |
|
33k |
60.53 |
|
Vanguard Russell Vng Rus1000val
(VONV)
|
1.3 |
$1.9M |
-11%
|
32k |
59.69 |
|
Apple
(AAPL)
|
1.3 |
$1.9M |
-37%
|
14k |
138.17 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.3 |
$1.8M |
+2%
|
48k |
37.81 |
|
Vanguard Consumer Staples Consum Stp Etf
(VDC)
|
1.2 |
$1.8M |
-3%
|
11k |
171.77 |
|
Schwab US Agg Bond ETF Us Aggregate B
(SCHZ)
|
1.2 |
$1.8M |
-6%
|
40k |
45.31 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.2 |
$1.7M |
+14%
|
30k |
57.81 |
|
Bank of America Corporation
(BAC)
|
1.1 |
$1.6M |
|
53k |
30.20 |
|
Ishares Tr Gbl Comm Svc Etf
(IXP)
|
1.1 |
$1.5M |
|
30k |
52.44 |
|
Eli Lilly & Co.
(LLY)
|
1.0 |
$1.5M |
|
4.5k |
323.27 |
|
Vanguard Scottsdale Fds Vng Rus3000idx
(VTHR)
|
1.0 |
$1.4M |
+57%
|
9.0k |
161.11 |
|
Vanguard Intl Eqty Index Allwrld Ex Us
(VEU)
|
1.0 |
$1.4M |
+2%
|
31k |
44.37 |
|
Vanguard Russell Vng Rus1000grw
(VONG)
|
0.9 |
$1.3M |
|
24k |
54.22 |
|
Sprott Physical Gold Trust Unit
(PHYS)
|
0.9 |
$1.3M |
|
101k |
12.80 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.8 |
$1.2M |
|
3.4k |
357.23 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.8 |
$1.2M |
|
13k |
96.34 |
|
Schwab Int'l Equity ETF Intl Eqty Etf
(SCHF)
|
0.8 |
$1.2M |
+5%
|
43k |
28.14 |
|
Sprott Physical Silver Tr Tr Unit
(PSLV)
|
0.8 |
$1.1M |
|
166k |
6.62 |
|
Plug Power Com New
(PLUG)
|
0.7 |
$1.1M |
|
50k |
21.02 |
|
Vanguard Small Cap Valu Sm Cp Val Etf
(VBR)
|
0.7 |
$1.0M |
+3%
|
7.2k |
143.41 |
|
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf
(VEA)
|
0.6 |
$888k |
+2%
|
24k |
36.36 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.6 |
$884k |
|
4.3k |
207.03 |
|
Zeta Global Holdings Corp Cl A
(ZETA)
|
0.6 |
$878k |
NEW
|
133k |
6.61 |
|
Healthequity
(HQY)
|
0.6 |
$812k |
|
12k |
67.14 |
|
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int
(NRGX)
|
0.5 |
$783k |
|
58k |
13.53 |
|
Home Depot
(HD)
|
0.5 |
$781k |
|
2.8k |
276.07 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.5 |
$668k |
+78%
|
8.8k |
75.65 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$653k |
|
2.0k |
328.47 |
|
Microsoft Corporation
(MSFT)
|
0.4 |
$617k |
|
2.6k |
233.01 |
|
Tiga Acquisition Corp Shs Cl A
|
0.4 |
$583k |
|
56k |
10.38 |
|
Amazon
(AMZN)
|
0.4 |
$542k |
|
4.8k |
112.92 |
|
Vanguard Scottsdale Fds Vng Rus2000grw
(VTWG)
|
0.4 |
$526k |
-2%
|
3.5k |
150.37 |
|
Chevron Corporation
(CVX)
|
0.3 |
$501k |
+4%
|
3.5k |
143.84 |
|
Sprott Etf Trust Gold Miners Etf
(SGDM)
|
0.3 |
$487k |
+67%
|
23k |
21.35 |
|
Coca-Cola Company
(KO)
|
0.3 |
$480k |
-14%
|
8.6k |
56.00 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$465k |
|
2.2k |
210.41 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.3 |
$446k |
NEW
|
3.6k |
123.58 |
|
Vanguard Scottsdale Fds Vng Rus2000val
(VTWV)
|
0.3 |
$425k |
|
3.8k |
113.21 |
|
Pan American Silver Corp Can
(PAAS)
|
0.3 |
$371k |
|
23k |
15.88 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$362k |
+11%
|
3.8k |
94.86 |
|
Bristol Myers Squibb
(BMY)
|
0.2 |
$343k |
|
4.8k |
71.15 |
|
Celldex Therapeutics Inc Ne Com New
(CLDX)
|
0.2 |
$341k |
+59%
|
12k |
28.10 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$336k |
|
3.2k |
104.61 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.2 |
$335k |
+12%
|
2.6k |
127.33 |
|
Vanguard Small Cap Grwth Sml Cp Grw Etf
(VBK)
|
0.2 |
$332k |
|
1.7k |
195.06 |
|
Aon Shs Cl A
|
0.2 |
$319k |
|
1.2k |
267.62 |
|
UnitedHealth
(UNH)
|
0.2 |
$301k |
+32%
|
596.00 |
505.03 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.2 |
$299k |
-61%
|
6.2k |
48.26 |
|
American Express Company
(AXP)
|
0.2 |
$285k |
|
2.1k |
135.14 |
|
Spdr S&P Dividend Etf S&p Divid Etf
(SDY)
|
0.2 |
$281k |
|
2.5k |
111.38 |
|
Ascendis Pharma A S Sponsored Adr
(ASND)
|
0.2 |
$266k |
-2%
|
2.6k |
103.30 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$256k |
+1900%
|
2.7k |
96.24 |
|
Sprott Physical Plat Pallad Unit
(SPPP)
|
0.2 |
$250k |
|
18k |
14.32 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$243k |
|
1.5k |
163.09 |
|
Waste Management
(WM)
|
0.2 |
$240k |
|
1.5k |
160.00 |
|
Tiga Acquisition Corp Unit 99/99/9999
|
0.2 |
$230k |
|
22k |
10.60 |
|
Sarepta Therapeutics
(SRPT)
|
0.2 |
$226k |
NEW
|
2.0k |
110.68 |
|
Truist Financial Corp equities
(TFC)
|
0.2 |
$225k |
|
5.2k |
43.52 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.2 |
$225k |
|
8.0k |
28.11 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$203k |
|
1.5k |
135.33 |
|
Agnico
(AEM)
|
0.1 |
$199k |
NEW
|
4.7k |
42.15 |
|
Dyne Therapeutics
(DYN)
|
0.1 |
$181k |
-7%
|
14k |
12.68 |
|
New Gold Inc Cda
(NGD)
|
0.1 |
$181k |
+15%
|
206k |
0.88 |
|
Alamos Gold Com Cl A
(AGI)
|
0.1 |
$165k |
NEW
|
22k |
7.42 |
|
Alx Oncology Hldgs
(ALXO)
|
0.1 |
$133k |
|
14k |
9.55 |
|
Norwegian Cruise Line Hldg L SHS
(NCLH)
|
0.1 |
$114k |
|
10k |
11.40 |
|
Matterport Com Cl A
(MTTR)
|
0.1 |
$114k |
|
30k |
3.80 |
|
Tg Therapeutics
(TGTX)
|
0.0 |
$68k |
NEW
|
12k |
5.91 |
|
Tiga Acquisition Corp W Exp 11/06/202
|
0.0 |
$55k |
|
80k |
0.68 |
|
Akebia Therapeutics
(AKBA)
|
0.0 |
$3.0k |
NEW
|
10k |
0.30 |