HM Capital Management

Latest statistics and disclosures from HM Capital Management's latest quarterly 13F-HR filing:

Companies in the HM Capital Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard S&p 500 Etf idx fd 52.86 257211 +6% 222.06
Vanguard Dividend Appreciation ETF (VIG) 13.01 151720 92.67
Vanguard FTSE All-World ex-US ETF (VEU) 7.37 159199 +8% 50.03
Vanguard Small-Cap ETF (VB) 2.30 18362 +8% 135.55
iShares Russell 1000 Value Index (IWD) 1.97 18263 116.41
ISHARES TR MSCI Small Cap msci small cap 1.80 33650 +5% 57.83
Vanguard Europe Pacific ETF (VEA) 1.76 45950 NEW 41.33
iShares Russell 1000 Growth Index (IWF) 1.56 14141 119.02
JPMorgan Chase & Co. (JPM) 1.42 16724 +5% 91.43
Microsoft Corporation (MSFT) 1.37 21545 +5% 68.93
Johnson & Johnson (JNJ) 1.33 10871 +5% 132.28
Amazon (AMZN) 1.28 1430 +5% 967.83
Constellation Brands (STZ) 1.18 6592 +6% 193.72
iShares Russell 2000 Index (IWM) 1.12 8574 140.89
SPDR S&P; 500 ETF (SPY) 1.01 4493 241.71
Kraft Heinz 0.91 11505 +7% 85.61
Vanguard Financials ETF (VFH) 0.90 15471 NEW 62.57
Vanguard Total Stock Market ETF (VTI) 0.63 5452 124.54
Apple (AAPL) 0.49 3664 +3% 144.10
iShares Russell Midcap Index Fund (IWR) 0.45 2550 192.16
UnitedHealth (UNH) 0.44 2586 +19% 185.61
Emerson Electric (EMR) 0.43 7730 59.64
U.S. Ban (USB) 0.41 8588 51.93
iShares S&P; 500 Index (IVV) 0.41 1812 243.38
General Electric Company (GE) 0.35 13917 +9% 27.02
iShares MSCI EAFE Index Fund (EFA) 0.35 5786 65.16
McCormick & Company, Incorporated (MKC) 0.33 3686 97.40
Raytheon Company (RTN) 0.30 2025 161.48
Great Southern Ban (GSBC) 0.30 6000 53.50
Berkshire Hathaway (BRK.B) 0.28 1800 169.44
Belden (BDC) 0.28 3972 75.53
Walt Disney Company (DIS) 0.26 2690 106.32
Altria (MO) 0.24 3487 74.56
Procter & Gamble Company (PG) 0.24 2918 87.05
PolyOne Corporation (POL) 0.24 6688 38.73
Merck & Co (MRK) 0.23 3825 +2% 64.05
Hartford Financial Services (HIG) 0.19 3900 NEW 52.56

Past 13F-HR SEC Filings by HM Capital Management

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